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Sync Customer Data with Dynamics 365

Automate updates across Dynamics 365, SAP ERP, and Google Sheets to ensure consistent customer data. Trigger strategic email alerts for critical changes, streamlining operations and enhancing decision-making.

When Contact Information Updated
Solution
1. Trigger on Contact Update

Detects updates in customer contact information.

Update Contact Information
Solution
2. Sync with SAP ERP

Updates customer data in SAP ERP.

Update Google Sheet Row
Solution
3. Sync with Google Sheets

Reflects customer data changes in Google Sheets.

Send Email Alert
Solution
4. Trigger Strategic Email Alert

Sends an email for strategic data changes.

- Repeat -

Automation Benefits

Key Benefits

Discover the advantages of automating data synchronization with Dynamics 365.

Enhanced Data Accuracy

Minimize errors and maintain consistent customer information.

Time-Saving Processes

Automate repetitive tasks to free up valuable time.

Streamlined Operations

Ensure smooth workflows across multiple platforms.

Improved Strategic Insights

Receive timely alerts for better strategic decisions.

Reduced Manual Errors

Eliminate the risk of manual entry errors across platforms.

Seamless Integration

Effortlessly connect Dynamics 365 with SAP ERP and Google Sheets.

Features

Automation Features

Enhance your business operations with these powerful features.

  • 1
    Cross-Platform Synchronization

    Ensure data consistency across Dynamics 365, SAP ERP, and Google Sheets.

  • 2
    Strategic Email Alerts

    Get notified instantly for changes that meet strategic criteria.

  • 3
    Real-Time Data Updates

    Maintain up-to-date information across all platforms in real-time.

Feature

Outcomes

Expected Outcomes

Implement this automation to transform your business operations.

90%
Reduced Data Inconsistencies
50%
Improved Decision-Making
3x
Increased Operational Efficiency

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FAQ

Automation FAQ

Common questions about syncing customer data across platforms.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required