Gold-Vision is a complete CRM solution that is highly configurable, scalable and simple to use. Our connector allows you to seamlessly connect Business Central to Gold-Vision CRM.
Integrate with Dynamics NAV or Business Central
With the Probitas Gold-Vision CRM integration, you can link the essential elements of the sales process such as customers, products, quotes and orders, saving time and making processing quotes and orders more accurate and efficient. Customers’ key financial information, such as credit memos and invoice history, becomes available in Gold-Vision. Stock levels are displayed directly in Gold-Vision and pricing can be based on the sales pricing features from Business Central, such as customer discounts and quantity breaks. The connector allows you to integrate with Dynamics NAV and all versions of Business Central. As well as the standard features, we offer a service to add further integration where it is required. As an example, if you have custom processes in Business Central, these can be reflected in Gold-Vision.
Features included in the connector
- Create new Business Central customers from accounts in Gold-Vision.
- Create new accounts in Gold-Vision from Business Central suppliers.
- Synchronise multiple Ship-to addresses from Gold-Vision ‘sites’.
- Generate Sales Orders in Business Central from CRM quotes.
- Create and manage Blanket Sales Orders in Business Central from CRM Quotes. Create the Blanket Order in Business Central for the initial quote in Gold-Vision. Then, from further quotes throughout the year in Gold-Vision create call offs against the Blanket Order.
- Use Gold-Vision’s built-in product picker to display Items held in your Business Central system in real-time.
- Generate quotes based on Business Central sales pricing rules.
- See up to the minute stock levels.
- Set up Gold-Vision automated workflows to control when data is transferred between systems. This could be every minute or daily – the choice is yours.
Would you like to know more? Please contact us and speak to one of our experts.