Feed Microsoft Dynamics 365 Sales pipeline into Epicor demand planning
Convert weighted Microsoft Dynamics 365 Sales forecasts into demand signals in Epicor so inventory matches what sales expects to close.
Tool Connectors
Connect Microsoft Dynamics 365 Sales to Epicor
Coheed unifies your CRM and SCM systems — syncing data, catching quality issues, and automating the workflows between Microsoft Dynamics 365 Sales and Epicor so your teams stop rekeying and start acting.
What you can automate between Microsoft Dynamics 365 Sales and Epicor
Show live Epicor stock and lead times inside Microsoft Dynamics 365 Sales
Reps see real availability and delivery dates from Epicor before they promise a date to the customer.
Sync won Microsoft Dynamics 365 Sales orders to Epicor for fulfilment
Closed deals flow straight into warehousing, picking, and shipping in Epicor — no manual handover.
Push Epicor shipment status back to Microsoft Dynamics 365 Sales
Keep customer-facing teams updated on delivery and fulfilment status without leaving Microsoft Dynamics 365 Sales.
Spot at-risk accounts across Microsoft Dynamics 365 Sales and Epicor
Combine Microsoft Dynamics 365 Sales relationship data with Epicor service levels to flag customers hit by delays or stockouts.
How the Microsoft Dynamics 365 Sales to Epicor integration works
- 1
Connect Microsoft Dynamics 365 Sales and Epicor
Authenticate both systems with secure OAuth or API keys. No engineering project required.
- 2
Map your entities
Coheed auto-detects accounts, orders, and products and proposes the right field mappings for you to confirm.
- 3
Go live and automate
Switch on real-time or scheduled sync and let Coheed's agents keep Microsoft Dynamics 365 Sales and Epicor aligned and flag issues automatically.
FAQ
Microsoft Dynamics 365 Sales + Epicor FAQ
How do I connect Microsoft Dynamics 365 Sales to Epicor?
Connect both Microsoft Dynamics 365 Sales and Epicor to Coheed, confirm the suggested field mappings, and turn on sync. Most teams are live within minutes — no custom development needed.
Is the Microsoft Dynamics 365 Sales and Epicor integration real-time?
Yes. Coheed supports real-time sync where it matters and scheduled sync where that is more practical, so Microsoft Dynamics 365 Sales and Epicor stay aligned without overloading either system.
What data syncs between Microsoft Dynamics 365 Sales and Epicor?
Coheed maps the operational entities both systems share — such as accounts, contacts, orders, products, and pricing — and keeps them consistent across Microsoft Dynamics 365 Sales and Epicor.
More Microsoft Dynamics 365 Sales integrations
- Connect Microsoft Dynamics 365 Sales to AFAS
- Connect Microsoft Dynamics 365 Sales to Microsoft Dynamics 365 Business Central
- Connect Microsoft Dynamics 365 Sales to Microsoft Dynamics 365 Supply Chain Management
- Connect Microsoft Dynamics 365 Sales to Exact
- Connect Microsoft Dynamics 365 Sales to Exact Online for Wholesale/Manufacturing
- Connect Microsoft Dynamics 365 Sales to Isah
Ready to connect Microsoft Dynamics 365 Sales and Epicor?
Tell us your current stack and we will map the fastest path to a working integration.