---
title: 'Epicor BisTrack + Microsoft Dynamics 365'
url: 'https://www.staging38.commercient.com/product/epicor-bistrack-microsoft-dynamics-365/'
date: '2026-06-19T10:16:09-04:00'
modified: '2026-06-19T10:16:09-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Epicor BisTrack to Microsoft Dynamics 365, giving your team access to Epicor BisTrack 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 Epicor BisTrack and Microsoft Dynamics 365, giving sales teams access to ERP customer, order, invoice and inventory data from inside Microsoft Dynamics 365. The connection also allows Microsoft Dynamics 365 Opportunities to flow into Epicor BisTrack as Sales Orders when the CRM-to-ERP workflow is included in project scope.

## What syncs

- Access Epicor BisTrack Price Lists from Microsoft Dynamics 365
- Sync Epicor BisTrack Credit Notes to Microsoft Dynamics 365
- Import Microsoft Dynamics 365 Contacts as Epicor BisTrack Customer Contacts
- Connect Epicor BisTrack Quotes to Microsoft Dynamics 365 Opportunities
- Sync Epicor BisTrack Customers to Microsoft Dynamics 365 Accounts
- Display Epicor BisTrack Invoices in Microsoft Dynamics 365

## Why Commercient

### Product and inventory visibility

Access Epicor BisTrack Products, Stock and Price Lists from Microsoft Dynamics 365 so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

Connect Microsoft Dynamics 365 Opportunities back to Epicor BisTrack as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

Surface Epicor BisTrack Invoices and Payments inside Microsoft Dynamics 365 so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

Connect Microsoft Dynamics 365 Quotes to Epicor BisTrack Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

## About Epicor BisTrack

Epicor BisTrack is a distribution and ERP platform for builders merchants and timber distributors, managing inventory, purchasing, sales, delivery and customer accounts.

## 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

### Can Commercient support dashboards or reporting from Epicor BisTrack data in Microsoft Dynamics 365?

Commercient can support surfacing Epicor BisTrack 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 Epicor BisTrack and Microsoft Dynamics 365 integration scoped and implemented?

Commercient scopes each integration project based on the customer's Epicor BisTrack 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 Epicor BisTrack Sales Orders history sync to Microsoft Dynamics 365 account records?

Yes, Commercient can sync Epicor BisTrack 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.

### What happens if a customer already exists in both Epicor BisTrack and Microsoft Dynamics 365?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Epicor BisTrack and Microsoft Dynamics 365?

Commercient can synchronise key Epicor BisTrack ERP data with Microsoft Dynamics 365, such as Customers, Contacts, Products, Stock, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.