---
title: 'Genius ERP + Microsoft Dynamics 365'
url: 'https://www.staging38.commercient.com/product/genius-erp-microsoft-dynamics-365/'
date: '2026-06-19T10:24:28-04:00'
modified: '2026-06-19T10:24:28-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Genius ERP to Microsoft Dynamics 365, giving your team access to Genius ERP 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 Genius ERP and Microsoft Dynamics 365, giving sales teams access to ERP customer, order, invoice and inventory data from inside Microsoft Dynamics 365. Sales teams can check stock availability, pricing and open orders in Microsoft Dynamics 365 before and after every customer call.

## What syncs

- Sync Genius ERP Sales Orders and Status Updates to Microsoft Dynamics 365
- Update Microsoft Dynamics 365 Contacts from Genius ERP Customer Contacts
- View Genius ERP Inventory in Microsoft Dynamics 365
- Sync Genius ERP Payments to Microsoft Dynamics 365 Account Records
- Access Genius ERP Price Lists from Microsoft Dynamics 365
- Sync Genius ERP Credit Notes to Microsoft Dynamics 365

## Why Commercient

### New customer onboarding

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

### Pricing and discount visibility

Sync Genius ERP 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 Genius ERP order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Genius ERP customer credit status and order limits to Microsoft Dynamics 365 so sales reps know a customer's account standing before quoting or accepting new orders.

## About Genius ERP

Genius ERP is a manufacturing ERP for custom, engineer-to-order and make-to-order manufacturers, managing engineering, estimating, production, purchasing and accounting.

## 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 sales reps see Genius ERP Invoices and Payments inside Microsoft Dynamics 365?

Yes, Commercient can surface Genius ERP 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 Genius ERP Items and Inventory be accessed from Microsoft Dynamics 365?

Yes, Commercient can sync Genius ERP 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 Genius ERP and Microsoft Dynamics 365?

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

Yes, Commercient can sync Genius ERP 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 Genius ERP data in Microsoft Dynamics 365?

Commercient can support surfacing Genius ERP 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.