Turn Microsoft Dynamics 365 Sales deals into Unit4 sales orders
When a deal is won in Microsoft Dynamics 365 Sales, Coheed creates the matching sales order in Unit4 automatically — no rekeying and no missed orders.
Tool Connectors
Connect Microsoft Dynamics 365 Sales to Unit4
Coheed unifies your CRM and ERP systems — syncing data, catching quality issues, and automating the workflows between Microsoft Dynamics 365 Sales and Unit4 so your teams stop rekeying and start acting.
What you can automate between Microsoft Dynamics 365 Sales and Unit4
Push Unit4 invoices and payment status back to Microsoft Dynamics 365 Sales
Give sales and customer success live visibility of billing and outstanding payments from Unit4 right on the Microsoft Dynamics 365 Sales record.
Quote with live Unit4 pricing and stock inside Microsoft Dynamics 365 Sales
Surface real-time ERP pricing, discounts, and availability from Unit4 so reps quote accurately without leaving Microsoft Dynamics 365 Sales.
Keep accounts and contacts consistent across Microsoft Dynamics 365 Sales and Unit4
Bi-directional sync of company, contact, and address data prevents duplicates and keeps a single source of truth.
Run Unit4 credit checks before a Microsoft Dynamics 365 Sales deal closes
Flag credit limits and overdue balances from Unit4 so sales avoids orders that finance would block.
How the Microsoft Dynamics 365 Sales to Unit4 integration works
- 1
Connect Microsoft Dynamics 365 Sales and Unit4
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 Unit4 aligned and flag issues automatically.
FAQ
Microsoft Dynamics 365 Sales + Unit4 FAQ
How do I connect Microsoft Dynamics 365 Sales to Unit4?
Connect both Microsoft Dynamics 365 Sales and Unit4 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 Unit4 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 Unit4 stay aligned without overloading either system.
What data syncs between Microsoft Dynamics 365 Sales and Unit4?
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 Unit4.
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 Epicor
- Connect Microsoft Dynamics 365 Sales to Exact
- Connect Microsoft Dynamics 365 Sales to Exact Online for Wholesale/Manufacturing
Ready to connect Microsoft Dynamics 365 Sales and Unit4?
Tell us your current stack and we will map the fastest path to a working integration.