Datix UNITY for Microsoft 365

Unity for Microsoft Dynamics 365 CRM and Epicor® Integration

Microsoft Dynamics 365 and Epicor® Integration is a powerful way to streamline processes while saving valuable time and resources within your business. We have encountered many clients looking to quickly and affordably connect their Epicor® data with their fundamental contact information from their CRM. This is why Datix offers a pre-built managed Unity app for Microsoft Dynamics 365 and Epicor® integration. The synthesis of the two couldn’t be easier.

Now integration is possible for Epicor® ERP users who want real-time information from Microsoft Dynamics 365 – and vice versa.  This continual transfer of data between your ERP system and CRM system allows for deeper insights into customer buying habits, accounting data, shipping information, and many other key functions, with no coding or platform visible to your end-user, just incredibly valuable shared data. No more wasting time, dropped clients and most importantly no more dual-entries!

Because we are certified Dynamics 365 partners, we have extensive experience working with these integrations, and our consultants and developers are able to leverage the power of the Unity platform to fit your unique business processes and needs.

Unity: Easy Microsoft Dynamics 365 CRM and Epicor® Integration

Find out just how easy Microsoft Dynamics 365 and Epicor® Integration can be by contacting us and getting a demo set up! Unity requires no coding – only configuration – leading to to installations that can be implemented in no time at all.  Keep your users happy by eliminating the need to input CRM data into your ERP database, and avoid the inherent human error that can go in hand-in-hand with required double entry of client data.microsoft-dynamics-crm-on-mobile-devices

Unity is an easy choice to unleash the power of ERP synced with personalized customer data from Microsoft Dynamics 365. Quite simply, it is the only quality integration tool worth trusting your business with on the marketplace today.

Why Unity for Microsoft Dynamics 365 CRM and Epicor®?

The Datix team has been helping businesses integrate Microsoft Dynamics 365 with Epicor® for the past several years, and has parlayed that experience into an affordable managed solution. Our products are pre-built connection platforms that simply allow data to go from one system to another seamlessly and easily.

Our Unity application is managed by an expert team. That means once you purchase the app that you will always be operating on the most up to date version. Any changes or updates that are made will be seamlessly transferred to your product ensuring that you have the most up-to-date features and optimizations. We also take care of customer service and support for all of our Unity products. This means that an expert consultant is available to assist with any questions regarding the application—something going wrong with your connection, or just have a question about an update? We’re on the other end of the phone ready to help.

ERP CRM Integration E-Book

Why Epicor® ERP?

Microsoft Dynamics CRM and Epicor<sup>®</sup> Integration
Epicor® ERP is a system that masters the complexities of running a large-scale manufacturing, distribution or retail business. Cindy Jutras, vice president and group director at Aberdeen, wrote in a recent Market Alert, “While other ERP vendors have announced similar strategies, Epicor® is the first to deliver on its promise of convergence while also extending functionality and promising ‘ERP Everywhere’ and ‘Business without Barriers’.”

Why Microsoft Dynamics 365?

meeting-man-womanMicrosoft Dynamics 365 makes business personal by offering better sales and sophisticated customer care. “CRM today should be an enabler that detects trends, facilitates decisions and suggests actions that lead to successful outcomes and relationships,” said Bob Stutz, corporate vice president of Microsoft Dynamics 365. “This major new release delivers on this promise of customer centricity by bringing together Microsoft technologies in a way that helps businesses and organizations better engage and nurture their customers.”
Learn more Microsoft Dynamics 365

Contact Datix

Interested in finding out more about Unity? See Unity for Epicor® and Microsoft Dynamics 365 in action by checking out one of our video demos. To set up a personalized demo and find out what Unity can do for your business, contact one of our software experts today!

Datix Contact