Connect Microsoft Dynamics 365 to Wealthbox
Integrate Microsoft Dynamics 365 and Wealthbox to keep customer records current in both platforms. Connect contact data, account information and business workflows between the CRM and Wealthbox.
The world’s most innovative companies run on Commercient
SYNC data from Microsoft Dynamics 365 to Wealthbox and back!
*Connection pairings may vary based on your platform specifications
Why Commercient?
With Commercient, you can integrate everything from basic data entry to on-premise or cloud-based end-to-end processes.
Lead and prospect management
Sync Microsoft Dynamics 365 Leads and Contacts to Wealthbox so lead data is available in both platforms for coordinated outreach and follow-up.
Task and activity alignment
Connect Microsoft Dynamics 365 Tasks and activities to Wealthbox workflows so sales tasks and follow-ups are visible and managed in both systems.
Campaign and outreach management
Sync Microsoft Dynamics 365 Contacts segments to Wealthbox for targeted campaigns and import campaign results back to the CRM for sales follow-up.
New customer record creation
Import Wealthbox new contacts and accounts into Microsoft Dynamics 365 so new customers are available in the CRM for relationship management and pipeline tracking.
Trusted by teams from Fortune 500s to startups
See why more customers are choosing Commercient than any other solution
The sales team doesn’t have to constantly email finance to get the answers they need. It’s right there in the CRM. Working with Commercient was refreshing: they followed the timeline and delivered on schedule.
Edward Rochford
CEO of Ascent
Ownership has improved visibility of sales and customers, thanks to Commercient SYNC.
Ed Haniffa
Derlea Brand Foods
Commercient helps us save time, improve efficiency, avoid potential errors, and removing manual order entry. If we get 50 orders or more a day, it's difficult and time consuming to do that manually.
John Le
Northern Feather Canada
Make work flow with Commercient agents
Level up your Microsoft Dynamics 365 to Wealthbox integration with Agentic AI. Securely extract, summarize, and transform your integration data.
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.
About Wealthbox
Wealthbox is a CRM platform for financial advisors, managing client relationships, tasks, notes, activities, opportunities and team collaboration.
Nick N.
4 months ago
We have been working with Commercient for over four years now and whilst initial set up was slow as we have limited resources and IT infrastructure, since implementation, it has been a breeze. Successfully passing information through from our ERP to CRM and back again. It helps our Finance team provide a better service with more connected data every day. For what they do, I don't believe there is a better option on the market. Thanks to the team, your work is very much appreciated!
Mark R.
4 months ago
Commercient has been incredibly valuable in connecting our ERP to our CRM, a process we our technical team didn't have the capacity to handle ourselves at the time. Throughout our project, every member of the Commercient team was extremely supportive and went the extra mile to assist us. I recommend Commercient to anyone looking for a solution to streamline certain business processes.
Arturo V.
4 months ago
It has been an amazing partnership so far.
Andrew K.
4 months ago
Spent years trying to make it connect Sage + Zoho, worked for a few months and never again, finally gave up and they still made us pay out the term. Now using JobRouter and much better support and service
John L.
5 months ago
Our order entry process needed a boost in efficiency and a reduction in manual entry errors, and Commercient delivered by setting up a synchronization system between our Shopify platform and our Syspro ERP system. The Commercient team, especially Ellen, Beatriz, Pranay, and Diego, were incredibly helpful throughout the process. I would recommend Commercient to anyone because they are able to familiarize themselves with your systems and synchronize them seamlessly, showing great patience and expertise throughout the process.
Kepler E.
5 months ago
We needed a solution to link our ERP system with our CRM for real-time syncing of opportunities and sales orders, and Commercient proved to be the perfect fit. Vicky from the team truly stood out, guiding us expertly through the setup and onboarding process. I would recommend Commercient for their reasonable pricing and the extensive customizations they offer to meet specific needs.
Jonathan S.
6 months ago
Commercient SYNC is a critical part of our business infrastructure. We utilize the product to bi-directionally sync our CRM and ERP systems together to create a seamless data environment for our users. The product is very reliable, and the support team is responsive.
Eric C.
6 months ago
Our goal was to connect and integrate our CRM with our ERP, and Commercient made this a seamless process. Their service and support team were responsive and always ready to assist during the entire integration process and beyond. I would recommend Commercient because their sync works superbly, providing an essential function that ensures our CRM has the necessary data our sales team needs.
Shepherd Specialty P.
8 months ago
As a customer, I found Commercient to be a valuable tool for synchronizing our accounting system, Sage, with Salesforce objects. This feature has significantly streamlined our workflow by eliminating the need for manual entry of pricing details, which has notably increased our productivity by 32% across all teams at Shepherd. I would like to especially acknowledge the commendable support we received from Beatríz González, who was consistently helpful throughout our project. While there can be challenges in the initial stages of implementation, the overall business growth and team dynamic improvements we've seen with Commercient make it a worthwhile choice for any company seeking to enhance their operations.
Frequently asked questions (FAQs)
Commercient can support bidirectional sync between Microsoft Dynamics 365 and Wealthbox when configured. Exact two-way capabilities depend on the systems involved and the integration scope.
Yes, Commercient can sync Microsoft Dynamics 365 Accounts to Wealthbox account records so customer data is consistent across both platforms. Exact mapping depends on project configuration.
Commercient can support syncing Microsoft Dynamics 365 Opportunities data to Wealthbox when included in scope. Exact deal-to-app capabilities depend on both platforms and project configuration.
Commercient handles customer matching between Microsoft Dynamics 365 and Wealthbox using configurable criteria such as email address or account name. Matching logic is agreed during scoping.
Yes, Commercient can import new Wealthbox records into Microsoft Dynamics 365 as Contacts or Leads when included in scope. Exact capabilities depend on the systems and project configuration.
