---
title: 'Applied Epic + Microsoft Dynamics 365'
url: 'https://www.staging38.commercient.com/product/applied-epic-microsoft-dynamics-365/'
date: '2026-06-19T09:57:04-04:00'
modified: '2026-06-19T09:57:04-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Microsoft Dynamics 365, giving your team access to Applied Epic data directly within Microsoft Dynamics 365. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Microsoft Dynamics 365, giving sales teams access to ERP customer, order, invoice and inventory data from inside Microsoft Dynamics 365. Account managers can review open Applied Epic Invoices and Sales Orders alongside Microsoft Dynamics 365 deal activity to prioritise follow-ups and renewals.

## What syncs

- View Applied Epic Inventory in Microsoft Dynamics 365
- Sync Applied Epic Payments to Microsoft Dynamics 365 Account Records
- Access Applied Epic Price Lists from Microsoft Dynamics 365
- Sync Applied Epic Credit Notes to Microsoft Dynamics 365
- Import Microsoft Dynamics 365 Contacts as Applied Epic Customer Contacts
- Connect Applied Epic Quotes to Microsoft Dynamics 365 Opportunities

## Why Commercient

### Account health monitoring

Sync Applied Epic payment status, open Sales Orders and credit data to Microsoft Dynamics 365 so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Microsoft Dynamics 365 new Accounts to Applied Epic Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Applied Epic Price Lists to Microsoft Dynamics 365 so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Microsoft Dynamics 365 deal values and expected close dates with Applied Epic order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud CRM and business application platform for managing sales, customer service, marketing, field service and business operations.

## Frequently asked questions

### Does Commercient support two-way sync between Applied Epic and Microsoft Dynamics 365?

Commercient can support bidirectional sync between Applied Epic and Microsoft Dynamics 365, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Applied Epic Price Lists sync to Microsoft Dynamics 365 for sales quoting?

Yes, Commercient can sync Applied Epic Price Lists to Microsoft Dynamics 365 so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Applied Epic data in Microsoft Dynamics 365?

Commercient can support surfacing Applied Epic data inside Microsoft Dynamics 365 views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Applied Epic and Microsoft Dynamics 365 integration scoped and implemented?

Commercient scopes each integration project based on the customer's Applied Epic and Microsoft Dynamics 365 configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Applied Epic Sales Orders history sync to Microsoft Dynamics 365 account records?

Yes, Commercient can sync Applied Epic Sales Orders history to Microsoft Dynamics 365 Accounts records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.