Connecting Your ACT! & Dynamics 365 Finance Data
Whether you’re integrating ACT! with Dynamics 365 Finance or moving data from one of these solutions to the other, getting your information where it needs to be is crucial. Use StarfishETL’s robust iPaaS to connect your data with speed and flexibility.
Secure Connections Between ACT! to Dynamics 365 Finance
The iPaaS powering your ACT! and Dynamics 365 Finance connection not only provides unrivaled scalability, but also offers strict security protocols to keep data safe as it moves across applications. StarfishETL applies two-fold data security between Amazon Web and our internal servers to maintain the highest levels of protected infrastructure. Strict data encryption practices and progressive security principles keep sensitive information secure at all times as it passes between ACT! and Dynamics 365 Finance.
ACT! and Dynamics 365 Finance Integration
Integrate ACT! and Dynamics 365 Finance to boost your analytical power, align your teams, and create more omnichannel experiences across your business. StarfishETL makes the process seamless with a library of pre-configured maps at your fingertips and easy ways to customize your project. Check out the visual below to learn how a typical integration flows. Then, contact our team to request a quote on your ACT! and Dynamics 365 Finance project.
Set up access to each system
Define processes & stages
Modify integration & add custom fields
Test integration
Run initial data migration load
Ensure keys are matching between systems
Start integration
About These Solutions
Act! is a CRM solution originally designed for manufacturers that prizes its integration of marketing automation technologies with sales management on a centralized, singular platform. Within the CRM itself, Act! enables automated emailing with tracking, sales pipeline management, and customer support data sync to improve customer experience and retention for growing your business.
Microsoft Dynamics 365 Finance is an enterprise resource planning (ERP) solution geared towards mid-size and enterprise businesses. With tools for financial reporting, embedded analytics, and AI-driven insights, Dynamics 365 Finance integrates financials with core business processes to unify and automate in ways that make financial decision-making easy.