Epicor® Dynamics 365 Integration
A Unity Integration | Powered by Intelligrate
Intelligrate connects Epicor® and Microsoft Dynamics 365 so your sales, service, and operations teams finally work from the same source of truth.
The Cost of Running Epicor® and Dynamics 365 in Isolation
Your Epicor® ERP drives operations. Dynamics 365 drives customer relationships. But when they’re disconnected, both suffer.
Sales teams in Dynamics 365 can’t see real-time pricing, available inventory, or order history from Epicor®. Operations teams in Epicor® have no context on customer relationships, open deals, or escalated service cases from Dynamics. Finance teams are reconciling two systems manually — and still finding discrepancies.
You’re running two businesses instead of one connected company.
A Cycle of Loss
Those with an ERP often realize that they still lack the data they need to engage with customers. They try investing in a tool like Dynamics 365, but data remains siloed by software, so it is nearly impossible to market to the right people or achieve a proper sales funnel through the customer journey.
Operate Out of One System
Instead of struggling with information silos, an Epicor® Dynamics 365 integration allows you to see all of your data in one place. With Unity, you can build strong relationships with your customers and grow your business by accessing a 360-degree view of your data.
Why Intelligrate
Epicor® and Dynamics 365 are both powerful platforms — but their data structures require thoughtful integration design. Intelligrate was built by a team with deep experience in both ERP and CRM environments, and our platform reflects that expertise.
• Deep Epicor® compatibility across Kinetic, Prophet 21, and BisTrack
• Microsoft Dynamics 365 Sales and CE connector
• No custom code required — fully managed and maintainable
• Proactive error handling and integration health dashboards
3 Step Process
Get Unstuck:
Talk with a Unity Expert
Talking with an expert is the first step to uncover the core issues that are keeping your organization constantly firefighting
Choose a
Best-of-Breed Solution
Our team of industry experts drill into your core issues to present options to get you out of firefighting and into full solutions
Achieve Your Success
Our Unity team guides you in the delivery of your solution. You make informed decisions and conquer your goals.
Experience Unity
STRONGER RELATIONSHIPS
Understand contacts and offer them the exceptional service they deserve
360-DEGREE VIEW
Maximize data to gain total visibility and perfect order fulfillment
FOCUSED SALES
Utilize a proper sales funnel throughout the customer journey
Save Money and Increase Profits
Having a disconnected ERP and CRM causes your business to lose time and money.
Utilize a Unity integration to:
- Increase profitability by 21%
- Cut data entry in half
- Stand out from the competition