Field Sync

Data-synchronization of all CRM standard and custom entities

Field Sync Field Sync

Data-synchronization of all CRM standard and custom entities

Initial situation

AddOn Field Sync (Field Synchronisation) allows to dublicate data in an easy way from one CRM-entity to another. In such a manner you have permanent up-to-date data, as soon as data was entered in CRM and automatically dublicated to the area wanted.

Benefits

  • Optimization of data quality as data input errors are prevented
  • Saves time as redundant manual data input is eliminated
  • Automated processes make the CRM easy to use
  • Complete records as the data is automatically applied

Solution

 Example Senario

All <Contacts> living in Switzerland from the CRM-database are to be directly mailed using mail merge.

Requirements

Due to an address update at <Account> level in the past, the business addresses of the <Contacts> working at the respective address could possibly not match the information on the <contact>.

The business address of the <Contacts> partly matches the main address of the company, but some of the <Contacts> have a postal address that is different from the main address.
The other option would have been to manually update all addresses.

Result

The AddOn "Field Synchronization" automatically synchronizes the business address of the <Contacts> with the business address of the company's main address, for example. If required, an "IF-THEN" restriction can be applied (e.g., limit only to Swiss addresses, as shown in the example, or the option of enabling/disabling synchronization individually for each contact).

Additional benefit are cost safings out of the reason that less letter returns cause less fees for postage and packing.

Screenshots

Screenshot: AddOn Configuration of Settings
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Screenshot: View GUI
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Additional Information

No documents available

Always the adapted AddOn version!

The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

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Prices

AddOn FieldSync
Server license < 51 User 900 CHF
Server license < 101 User 1350 CHF
Server license < 201 User 1800 CHF

Annual Software Assurance is 18% of the license price

In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

Releases
Version 8.1.2
Date of publication
Language * DE / EN

* Additional languages can be provided on request