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.

There are two key areas in which the two systems are linked together, the company & contact sync and the quote & sale sync:

Company & Contact Data Sync

• Create a company and a person record in Business Central automatically from a company and contact in SuperOffice.
• Once created, these records will remain in sync, so that any changes made in one, are automatically reflected in the other.
• Users can specify which records are synced, meaning you can keep all your leads or prospects in SuperOffice, and only create them in Business Central, once they become a customer.
• Financial information from Business Central can be viewed on the company record in SuperOffice, such as total order value, credit limit etc, provided the records have been linked.

Quote & Sale Data Sync

• Create, view or edit quotes in Business Central from within the SuperOffice company record or sale.
• Link the quote in Business Central to a sale in SuperOffice. This can be done from within SuperOffice or Business Central.
• Automatically sync the quote and sale, so that any changes made in one, are reflected in the other.
• Automatically add quotation and order documents created in Business Central to the SuperOffice sale the quote is linked to.
• View a live history of sales by product SKU, product category, and customer with drill-down functionality, as well as current, and monthly overview.