Microsoft Dynamics
From Aqqo, create a CSV export with Aqqo data for processing in Microsoft Dynamics.
A fixed route from Aqqo to Microsoft Dynamics
The data you manage in Aqqo is the starting point for the transfer. With the CSV export you bundle the available data into one file for Microsoft Dynamics. This way you maintain control over the transfer and the export fits in with your existing working method.
Aqqo and Microsoft Dynamics: control over the transfer
Aqqo converts the available Aqqo data into the agreed CSV format. You then import the file into Microsoft Dynamics at a time that suits your process. This means you opt for a clear file transfer instead of continuous synchronization.
What is included in the export?
You can include the agreed Aqqo data in an export file, generate the file according to the agreed format, process the export in the Microsoft Dynamics workflow and coordinate which fields and import step your environment uses. In this way, the available data from Aqqo ends up in Microsoft Dynamics in a fixed, controllable step.
Advantages
- A standard CSV export from Aqqo
- The agreed Aqqo data bundled in one file
- Decide for yourself when you import the data
- Connection to the existing workflow in Microsoft Dynamics
For who
- Teams that manage customer and contact data
- Sales and service teams who want to use Aqqo relationships
- Organizations with a separate CRM system
