---
title: 'Microsoft Dynamics AX + Insightly'
url: 'https://www.staging38.commercient.com/product/microsoft-dynamics-ax-insightly/'
date: '2026-06-19T10:09:37-04:00'
modified: '2026-06-19T10:09:37-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Microsoft Dynamics AX to Insightly, giving your team access to Microsoft Dynamics AX data directly within Insightly. 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 Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. Sales reps get a complete view of Microsoft Dynamics AX account history — orders, invoices, payments and product data — without switching platforms.

## What syncs

- Sync Microsoft Dynamics AX Credit Notes to Insightly
- Import Insightly Contacts as Microsoft Dynamics AX Customer Contacts
- Connect Microsoft Dynamics AX Sales Quotations to Insightly Opportunities
- Sync Microsoft Dynamics AX Customer Accounts to Insightly Organisations
- Display Microsoft Dynamics AX Customer Invoices in Insightly
- Access Microsoft Dynamics AX Released Products and On-hand Inventory from Insightly

## Why Commercient

### Account health monitoring

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

### New customer onboarding

Connect Insightly new Organisations 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 Insightly 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 Insightly deal values and expected close dates with Microsoft Dynamics AX order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

## 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 Insightly

Insightly is a CRM and project management platform for small and mid-size businesses, managing contacts, opportunities, projects, pipelines and business relationships.

## Frequently asked questions

### How is the Microsoft Dynamics AX and Insightly integration scoped and implemented?

Commercient scopes each integration project based on the customer's Microsoft Dynamics AX and Insightly configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Microsoft Dynamics AX Sales Orders history sync to Insightly account records?

Yes, Commercient can sync Microsoft Dynamics AX Sales Orders history to Insightly Organisations records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

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

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 Insightly?

Commercient can synchronise key Microsoft Dynamics AX ERP data with Insightly, 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 Insightly Organisations and Contacts?

Yes, Commercient can sync Microsoft Dynamics AX Customer Accounts into Insightly as Organisations 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.