---
title: 'Exact Synergy + Microsoft Dynamics 365'
url: 'https://www.staging38.commercient.com/product/exact-synergy-microsoft-dynamics-365/'
date: '2026-06-19T10:21:27-04:00'
modified: '2026-06-19T10:21:27-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Microsoft Dynamics 365, giving your team access to Exact Synergy 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 Exact Synergy and Microsoft Dynamics 365, giving sales teams access to ERP customer, order, invoice and inventory data from inside Microsoft Dynamics 365. The connection gives account teams a unified view of customer financial history without leaving Microsoft Dynamics 365.

## What syncs

- Export Microsoft Dynamics 365 Opportunities as Exact Synergy Sales Orders
- Sync Exact Synergy Sales Orders and Status Updates to Microsoft Dynamics 365
- Update Microsoft Dynamics 365 Contacts from Exact Synergy Customer Contacts
- View Exact Synergy Inventory in Microsoft Dynamics 365
- Sync Exact Synergy Payments to Microsoft Dynamics 365 Account Records
- Access Exact Synergy Price Lists from Microsoft Dynamics 365

## Why Commercient

### Upsell and cross-sell visibility

Access Exact Synergy purchase history and product usage data in Microsoft Dynamics 365 so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync Exact Synergy customer region and territory data to Microsoft Dynamics 365 so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

### Customer contact sync

Sync Exact Synergy Contacts to Microsoft Dynamics 365 Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Exact Synergy Customers to Microsoft Dynamics 365 Accounts and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

## About Exact Synergy

Exact Synergy is a workflow, document management and HR platform that integrates with Exact ERP systems, managing HR processes, documents, approvals and collaboration.

## 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

### How often does the Exact Synergy and Microsoft Dynamics 365 sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see Exact Synergy Invoices and Payments inside Microsoft Dynamics 365?

Yes, Commercient can surface Exact Synergy Invoices and Payments data inside Microsoft Dynamics 365 so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Exact Synergy Items and Inventory be accessed from Microsoft Dynamics 365?

Yes, Commercient can sync Exact Synergy Items and Inventory to Microsoft Dynamics 365 so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between Exact Synergy and Microsoft Dynamics 365?

Commercient can support bidirectional sync between Exact Synergy 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 Exact Synergy Price Lists sync to Microsoft Dynamics 365 for sales quoting?

Yes, Commercient can sync Exact Synergy 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.