SugarCRM & Dynamics NAV Integration Solution: "The best way to share customer and financial information.

1. SUGAR APP OF THE MONTH

2. ABOUT OPTIMUSCRM
• CRM Integrations Simplified
• SugarCRM partner
• Specializing in Sugar integrations since 2008
• More than 70 CRM projects implemented
• Customers in Spain, Belgium, United Kingdom,
Russia, Lithuania.
• Located in EU, Lithuania

3. SUGARCRM & ERP INTEGRATIONS
Reuse ERP Data Inside SugarCRM

4. SUGARCRM & DYNAMICS NAV INTEGRATION

5. SUGANAV INTEGRATION BENEFITS
• 1. Single data entry. Data modifications are constantly
flowing between SugarCRM and Dynamics NAV.
• 2. Effective communication. It provides data sharing and
reuse between different departments, such as sales and
finance.
• 3. Single system principle. SugarCRM users can now access
all necessary Dynamics NAV data inside SugarCRM.

6. STANDARD INTEGRATION FEATURES
Accounts Customers
Contacts Contacts
Product Catalog Items
Quotes Sales Orders
Invoices Posted Sales Invoices
Users Salespersons
Currency Currency

7. SHARE & REUSE NAV DATA INSIDE SUGARCRM
• Items
• Currencies
• Currency Exchange Rates
• Taxes
• Salespeople
• Posted Sales Invoices

8. SHARE CUSTOMERS

9. SHARE CONTACTS

10. PUSH SUGARCRM QUOTES INTO NAV

11. VERSIONS
Standard Advanced
Share Dynamics NAV data (Items, Posted Sales Invoices, Currencies, ✔ ✔
Currency Exchange Rates, Salespersons) with SugarCRM
Share Customers between SugarCRM and Dynamics NAV ✔ ✔
Share Contacts between SugarCRM and Dynamics NAV ✔
Share Dynamics NAV Taxes with SugarCRM ✔
Push SugarCRM Quotes into Dynamics NAV Sales Orders ✔
SugarCRM data synchronization interval 60 minutes Instantaneous
Dynamics NAV data synchronization interval 60 minutes 1 minute
1 year of maintenance & support included ✔ ✔

12. SYSTEMS SUPPORTED
6.X Versions: Versions:
•Professional •MS Dynamics NAV 2013
•Corporate •MS Dynamics NAV 2009 R2
•Enterprise
•Ultimate
All deployments: All deployments:
•Sugar On-demand •On-premises
•Customer On-site •Partner-hosted
•Partner On-demand •Cloud deployment
•Public Cloud

13. THANK YOU
www.optimuscrm.com