Harmoniser is a unique integration between SuperOffice CRM and Microsoft Dynamics 365 Business Central. This integration links records in SuperOffice and Business Central and keeps the data within them synced. It also gives SuperOffice users with the correct user rights the ability to create quotes and view financial data stored in Business Central from within the company record in SuperOffice. The Business Central Quote can then create or update a SuperOffice sale, and any relevant order documents can be linked to the sale.

Harmoniser is built around five key pillars of functionality:

1. Contact and Company Synchronisation

• Create Business Central Company and Contact records directly from SuperOffice.
• Maintain a live sync of contacts and companies that originate in SuperOffice.
• Selective syncing means you can choose which records are pushed from SuperOffice to Business Central.
• This means you can choose to keep all your prospects in SuperOffice, only creating them in Business Central once they become customers.

2. Quote Management

• Create and edit Business Central Quotes from within SuperOffice using a custom web panel.
• Display relevant quote data on Company, Contact, and Sale cards.
• Link Business Central Quotes to SuperOffice Sales automatically.
• Automatically archive released quotes and link them to SuperOffice for full traceability.

3. Sales Data Enrichment

• Display key transactional information about the selected customer in SuperOffice from Business (e.g. Total Order Value, Credit Limit).
• If a contact is not linked to a Business Central Customer, the panel will display basic activity stats (like the number of quotes).

4. Automatic SuperOffice Sale Updates

• When a quote is released in Business Central, all relevant SuperOffice sale fields are updated (value, status, currency, order number, etc.).
• Quote status is reflected in SuperOffice (Open, Sold, or Lost).
• Archived quotes and order documents are saved against the corresponding SuperOffice Sale, Contact, and Company.

5. Follow-Up Automation

• Follow-up appointments are automatically created in SuperOffice when Business Central quotes are released.
• Lead time, appointment type, duration, and description are all fully configurable by administrators.