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Connect Perfect View CRM to Microsoft Dynamics 365 Business Central

Coheed unifies your CRM and ERP systems — syncing data, catching quality issues, and automating the workflows between Perfect View CRM and Microsoft Dynamics 365 Business Central so your teams stop rekeying and start acting.

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What you can automate between Perfect View CRM and Microsoft Dynamics 365 Business Central

Turn Perfect View CRM deals into Microsoft Dynamics 365 Business Central sales orders

When a deal is won in Perfect View CRM, Coheed creates the matching sales order in Microsoft Dynamics 365 Business Central automatically — no rekeying and no missed orders.

Push Microsoft Dynamics 365 Business Central invoices and payment status back to Perfect View CRM

Give sales and customer success live visibility of billing and outstanding payments from Microsoft Dynamics 365 Business Central right on the Perfect View CRM record.

Quote with live Microsoft Dynamics 365 Business Central pricing and stock inside Perfect View CRM

Surface real-time ERP pricing, discounts, and availability from Microsoft Dynamics 365 Business Central so reps quote accurately without leaving Perfect View CRM.

Keep accounts and contacts consistent across Perfect View CRM and Microsoft Dynamics 365 Business Central

Bi-directional sync of company, contact, and address data prevents duplicates and keeps a single source of truth.

Run Microsoft Dynamics 365 Business Central credit checks before a Perfect View CRM deal closes

Flag credit limits and overdue balances from Microsoft Dynamics 365 Business Central so sales avoids orders that finance would block.

How the Perfect View CRM to Microsoft Dynamics 365 Business Central integration works

  1. 1

    Connect Perfect View CRM and Microsoft Dynamics 365 Business Central

    Authenticate both systems with secure OAuth or API keys. No engineering project required.

  2. 2

    Map your entities

    Coheed auto-detects accounts, orders, and products and proposes the right field mappings for you to confirm.

  3. 3

    Go live and automate

    Switch on real-time or scheduled sync and let Coheed's agents keep Perfect View CRM and Microsoft Dynamics 365 Business Central aligned and flag issues automatically.

FAQ

Perfect View CRM + Microsoft Dynamics 365 Business Central FAQ

How do I connect Perfect View CRM to Microsoft Dynamics 365 Business Central?

Connect both Perfect View CRM and Microsoft Dynamics 365 Business Central to Coheed, confirm the suggested field mappings, and turn on sync. Most teams are live within minutes — no custom development needed.

Is the Perfect View CRM and Microsoft Dynamics 365 Business Central integration real-time?

Yes. Coheed supports real-time sync where it matters and scheduled sync where that is more practical, so Perfect View CRM and Microsoft Dynamics 365 Business Central stay aligned without overloading either system.

What data syncs between Perfect View CRM and Microsoft Dynamics 365 Business Central?

Coheed maps the operational entities both systems share — such as accounts, contacts, orders, products, and pricing — and keeps them consistent across Perfect View CRM and Microsoft Dynamics 365 Business Central.

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