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Intacct-Microsoft Dynamics CRM Integration Pack


Help your finance and sales team become more strategic and gain greater visibility into the business by marrying your key accounting and sales tools. Tasks such as turning quotes into orders or verify pricing and customer information in real-time become effortless and allow your employees to focus on high-value initiatives.

The Intacct-Microsoft Dynamics CRM Integration Pack enables the bi-directional migration of key data between both systems:


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Intacct to Microsoft Dynamics CRM Integration Workflow

Furthermore, the pre-packaged Intacct-Microsoft Dynamics CRM Integration Pack allows you to pull over and store key customer fields within Intacct from CRM. For example:

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The Intacct-Dynamics CRM Integration Pack Features

  • Hosting
  • Monitoring
  • First level support
  • API level support for upgrades of underlying cloud solutions
  • Access to new features & enhancement (enabling these may require additional configuration)

Why Armanino

Choosing the right partner is even more important than choosing the right software. Armanino is a leader in Cloud Financials and was named a “Killer VAR” by Accounting Today. We offer unparalleled financials expertise with former CFOs and Sales executives leading our consulting services so we can best understand our clients’ needs.

Our dedicated consulting team has completed more than 300 Intacct and Dynamics CRM implementations, customizations and integration projects for a wide variety of industries. Armanino is Intacct’s VAR Partner of the Year and a Microsoft Dynamics Inner Circle Partner.