Microsoft Dynamics eCommerce integration for your CRM
Use Clarity Ventures for Microsoft Dynamics eCommerce integration and have every registration, order and quote request in your store update Dynamics CRM.
Account holds and purchase limits are checked against CRM, and reps see what each customer browses and buys.
What a Dynamics integrated eCommerce store sends to CRM
Dynamics CRM is now sold as Dynamics 365 Sales, and the integration works with both. New registrations become CRM contacts, and new sales orders are logged against the account so existing customers build a history over time. Browsing history, purchase trends and logins are pushed into CRM as well. Inventory counts update in real time, next to multi-tiered, customer-specific pricing.
Recorded in Dynamics CRM
- Contacts
- Sales orders
- Quote requests
- Account holds
- Purchase limits
- Login activity
Purchase terms checked against the CRM account
Membership and purchase terms are validated against the account in Dynamics CRM, including whether it is on hold or has a purchase limit. Committees and multiple decision makers can work through complex approvals, while payments, reminders, alerts and inactivity follow automated business processes.
A catalog and price list for each customer
Each customer can get a personalized product catalog with customer-specific or tiered pricing. Custom filters, categories, common attributes and keywords help buyers search within subgroups, and cross-selling suggests related products and accessories.
Quote requests and cases in one record
Quotes for custom orders are automated, and every quote request or customer service contact updates the CRM database. Cases can be assigned to the person who opens them, to a queue or to a specific service rep.
A self-service portal for repeat buyers
From a self-service portal or custom dashboard, customers place bulk orders, reuse shopping lists, reorder items, set alerts and track orders. Order history and split shipping data sit in the same account view, and external marketplaces such as Amazon and eBay can be connected.
Talk to an integration specialist
Walk through how orders, pricing and customer data would move between your store and Dynamics 365.
Questions
Why does it matter that Clarity runs on ASP.NET?
Clarity's eCommerce platform is built on Microsoft's ASP.NET, so it works with Microsoft business tools such as Dynamics and CRM. Our .NET developers customize the eCommerce workflows, the integration, or both.
What else can Microsoft Dynamics CRM integrations include?
Through the Dynamics CRM API, marketing apps, lead-nurturing programs and direct mail programs can sync alongside inventory and sales data. A phone system, Mailchimp and Google Analytics can be connected too.
Does it work with our Dynamics ERP?
Dynamics CRM works with Microsoft's back-office ERP systems, including Dynamics NAV, Great Plains and AX, so customers can see their accounts in one storefront without switching applications.
See Dynamics CRM connected to your store
Clarity has worked as an integration partner for 15 years, and Clarity Connect, our middleware solution, carries orders, payments and quote requests securely. Book a demo and we'll map it to your CRM.
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