---
title: 'Microsoft Dynamics AX + Close CRM'
url: 'https://www.staging38.commercient.com/product/microsoft-dynamics-ax-close-crm/'
date: '2026-06-19T10:09:33-04:00'
modified: '2026-06-19T10:09:33-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Microsoft Dynamics AX to Close CRM, giving your team access to Microsoft Dynamics AX data directly within Close CRM. 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 AX and Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. The integration supports customisable sync frequency and field mapping to match the specific needs of each sales team.

## What syncs

- Connect Microsoft Dynamics AX Sales Quotations to Close CRM Opportunities
- Sync Microsoft Dynamics AX Customer Accounts to Close CRM Organizations
- Display Microsoft Dynamics AX Customer Invoices in Close CRM
- Access Microsoft Dynamics AX Released Products and On-hand Inventory from Close CRM
- Export Close CRM Opportunities as Microsoft Dynamics AX Sales Orders
- Sync Microsoft Dynamics AX Sales Orders and Status Updates to Close CRM

## Why Commercient

### Quote-to-order workflow

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

### Account health monitoring

Sync Microsoft Dynamics AX payment status, open Sales Orders and credit data to Close CRM so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Close CRM new Organizations to Microsoft Dynamics AX Customer Accounts so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Microsoft Dynamics AX Trade Agreements to Close CRM so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

## About Microsoft Dynamics AX

Microsoft Dynamics AX is an ERP platform for mid-size and enterprise manufacturers and distributors, managing production, supply chain, financials, HR and project management.

## About Close CRM

Close CRM is a sales-focused CRM for inside sales teams, managing leads, contacts, calls, emails, sequences and deal pipelines in one platform.

## Frequently asked questions

### What happens if a customer already exists in both Microsoft Dynamics AX and Close CRM?

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 Microsoft Dynamics AX and Close CRM?

Commercient can synchronise key Microsoft Dynamics AX ERP data with Close CRM, such as Customer Accounts, Contacts, Released Products, On-hand Inventory, 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 AX Customer Accounts sync into Close CRM Organizations and Contacts?

Yes, Commercient can sync Microsoft Dynamics AX Customer Accounts into Close CRM as Organizations and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can Close CRM Opportunities be connected back to Microsoft Dynamics AX as Sales Orders?

Commercient can support connecting Close CRM Opportunities back to Microsoft Dynamics AX as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Microsoft Dynamics AX and Close CRM 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.