---
title: 'Microsoft Dynamics 365 for Finance and Operations + Zoom Contact Center'
url: 'https://www.staging38.commercient.com/product/microsoft-dynamics-365-for-finance-and-operations-zoom-contact-center/'
date: '2026-06-19T10:09:25-04:00'
modified: '2026-06-19T10:09:26-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Microsoft Dynamics 365 for Finance and Operations to Zoom Contact Center, giving your team access to Microsoft Dynamics 365 for Finance and Operations data directly within Zoom Contact Center. 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 Microsoft Dynamics 365 for Finance and Operations and Zoom Contact Center, surfacing ERP customer, order and invoice data inside Zoom Contact Center for support teams. Support agents can view customer credit status, open orders and invoice history from Zoom Contact Center without ERP access.

## What syncs

- Export Microsoft Dynamics 365 for Finance and Operations Trade Agreements to Zoom Contact Center for Order Queries
- Connect Microsoft Dynamics 365 for Finance and Operations Shipment Status to Zoom Contact Center Tickets
- Sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Zoom Contact Center Customers
- Display Microsoft Dynamics 365 for Finance and Operations Customer Invoices Inside Zoom Contact Center Tickets
- Access Microsoft Dynamics 365 for Finance and Operations Sales Orders from Zoom Contact Center
- Sync Microsoft Dynamics 365 for Finance and Operations Released Products to Zoom Contact Center for Ticket Context

## Why Commercient

### Account management alignment

Keep Microsoft Dynamics 365 for Finance and Operations and Zoom Contact Center aligned on Customer Accounts data so both support and account management teams work from the same customer information without separate record maintenance.

### Repeat issue identification

Connect Microsoft Dynamics 365 for Finance and Operations order history to Zoom Contact Center support records so agents can identify if recurring issues are linked to specific products, batches or delivery routes.

### Customer account visibility

Sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Zoom Contact Center so support agents can view account history, billing contact and order status alongside open tickets without ERP access.

### Order and invoice history

Display Microsoft Dynamics 365 for Finance and Operations Sales Orders, Customer Invoices and Customer Payments inside Zoom Contact Center tickets so support agents can resolve billing and order queries accurately from the support platform.

## About Microsoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 Finance and Operations is a cloud ERP for mid-size and enterprise businesses, managing global financials, supply chain, manufacturing, HR and operations.

## About Zoom Contact Center

Zoom Contact Center is a cloud contact centre platform for managing inbound and outbound customer interactions, routing, IVR, video support and agent workflows.

## Frequently asked questions

### How is customer data matched between Microsoft Dynamics 365 for Finance and Operations and Zoom Contact Center?

Commercient handles customer matching between Microsoft Dynamics 365 for Finance and Operations and Zoom Contact Center using configurable criteria such as customer code, email or account name. Matching logic is agreed during the scoping and setup process.

### Can new Zoom Contact Center contacts be imported into Microsoft Dynamics 365 for Finance and Operations as Customer Accounts?

Commercient can support importing new contacts created in Zoom Contact Center into Microsoft Dynamics 365 for Finance and Operations as Customer Accounts when included in scope. This ensures customers who contact support are recorded in the ERP from the first interaction.

### What data can Commercient connect between Microsoft Dynamics 365 for Finance and Operations and Zoom Contact Center?

Commercient can connect Microsoft Dynamics 365 for Finance and Operations and Zoom Contact Center to sync data such as Customer Accounts, Released Products, Sales Orders, Customer Invoices and Customer Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Microsoft Dynamics 365 for Finance and Operations order and invoice data appear inside Zoom Contact Center Tickets?

Yes, Commercient can surface Microsoft Dynamics 365 for Finance and Operations Sales Orders, Customer Invoices and Customer Payments data inside Zoom Contact Center Tickets so support agents can resolve billing and order queries accurately without ERP access.

### Can Microsoft Dynamics 365 for Finance and Operations Customer Accounts sync to Zoom Contact Center customer records?

Yes, Commercient can sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Zoom Contact Center so support agents work with accurate and current account information when handling customer inquiries. Exact mapping and frequency are configured per project.