Creatio to MS Dynamics 365 SmartTracks
Pre-configured integration solutions between Creatio CRM and MS Dynamics 365 — built on 17 years of mid-market expertise. Live on day one with real-time sync, configurable workflows, and complete AR/AP coverage.
What are InterWeave SmartTracks?
Welcome to InterWeave! Automating CRM Integration in a configurable, intelligent way, conforming to your business process and workflow, helps you support your customers smarter and faster.
Introducing the InterWeave SmartTracks Program. We have encapsulated our 17 years of experience into Pre-configured Solutions which seamlessly integrate your CRM with a variety of financial applications, including popular platforms like QuickBooks, Sage, and MS Dynamics.
Companies now can effortlessly integrate their CRM with Financial Applications to streamline invoicing, process payments and automate revenue recognition processes, enhancing their overall operational efficiency and financial accuracy.
InterWeave SmartTracks Pricing for MS Dynamics 365
Configurable Solutions between Creatio CRM and MS Dynamics 365. All Editions billed annually, per Company.
InterWeave SmartTracks Detail
Pre-Configured Solutions covering all AR/AP transaction integration for Creatio to MS Dynamics 365.
- Creatio Account/Contact to Customer/Job
- Creatio Account/Contact to Projects
- Creatio Opportunity/Orders to Sales Orders
- Creatio Opportunity/Orders/Invoices to Invoices
- Creatio Opportunity/Orders to Sales Receipts
- Creatio Opportunity/Orders to Estimates
- InterWeave iObject to Payments
- InterWeave iObject to Payment Received
- InterWeave iObject to Credit Memo
- Creatio Products to Items
- Connection and Error Management, Log Viewer
- Automatic email/IM notification on error
- Creatio Account/Contact to Vendors
- Creatio Opportunity/Orders to Purchase Orders
- InterWeave iObject to Bills
- InterWeave iObject to Vendor Credits
- InterWeave iObject to Deposits
- InterWeave iObject to Checks
- InterWeave iObject to Credit Card Charge
- InterWeave iObject to Bill Payment
- InterWeave iObject to Statement Charges
- Creatio Products to Items
- Connection and Error Management, Log Viewer
- Automatic email/IM notification on error
- All features from Professional Edition
- Multi-currency support
- Composable price books
- Multiple company files
- Multi-Cloud Integration
- Multiple Nodes integrated
- Multiple Financial Applications integrated
- All features from Enterprise Edition
- InterWeave iObject to Account (COA)
- InterWeave iObject to Journal Entry
- InterWeave iObject to Time Tracking
- Combination of Buttons and Flows
- Credit Card / ACH Payment Gateway
- Custom Payment Portal available
- eCommerce Gateway available
- Inventory Management Integration
- Only Standard Objects in Creatio integrated
- Two hours of Project Management included
- Up to three Zoom Meetings included
- No Additional Solutions selections
- Maximum of two InterWeave Profiles
- Configuration — 6 hours
- Training — 4 hours
- Support — 6 hours
InterWeave SmartTracks
Extend your SmartTracks solution with payment processing, customer portals, and eCommerce integration.
Payment Processing Partners
Questions about SmartSolutions
Answers about our SmartSolutions, upcoming tools, and how InterWeave works for your business.
Integration Technologies provides integration solutions and services that help connect and integrate assets across our customers' enterprise in real-time with the industry's most comprehensive SaaS Integration Platform — InterWeave, the SmartIntegration Platform for CRM.
InterWeave was designed for organizations with highly distributed operations, large partner/customer communities who need to share data/information transactions, and customers and partners who require simple solutions for complex integration issues.
InterWeave Smart Solutions® integrate enterprise systems, legacy applications, databases, files, content, and web services — fast, affordable, and tailored to meet our customers' needs.
InterWeave has organized the SmartIntegration Platform into three integration tenants: Financial Accounting Integration Cloud, Payment Processing Solutions, and Multi-Cloud Integration.
The Financial Application Integration Cloud includes integrations with QuickBooks, the Sage/MAS line, MS Dynamics, Oracle, and others — plus integration with over 48 Merchant Services Providers for Real-Time, Scheduled and Recurring Payments internally in your CRM.
- CRM → QuickBooks Desktop / Online
- CRM → Sage 50 / 90 / 100 / 200 / 300 / 400 / 500
- CRM → MS Dynamics 365 Business / Enterprise
- CRM → Payment Gateway (44+ MSPs)
- CRM → Databases / ERP (48+ ERPs)
Check out our Pricing and Packaging Guide, which will walk you through your options for investing in your SmartIntegration Platform.
Editions: InterWeave has Editions that cover Financial Services Integration, Payment Integration, and Multi-Cloud Integration. The Editions are feature rich and extensible.
Add-ons: You can extend your SmartIntegration Platform with add-ons including Managed Hosting, Solutions Smart+ Support, access to Financial Advisors, and more. For organizations in the nonprofit, education, or philanthropy sectors, InterWeave offers special discounts.
InterWeave currently has 28 Protocol Specific Connectors, addressing over 90% of known protocol standards. With InterWeave, you can integrate, import and export data from any application or data entity that has an API in real-time.
For CRM partners, the REST and SOAP protocols are quite common and have been developed and extended over the years.
Yes. InterWeave supports One to One, One to Many, Many to Many, and more. For example, we have a Franchise Edition of our Financial Solution which customers have integrated their CRM with over 28 Accounting Company files.
InterWeave has integrated with over 48 ERP systems since 2006. You have multiple options:
- InterWeave can integrate from your Accounting Systems, to your CRM, and then to your ERP — seamless validated data transfer between entities
- Business Process and Workflow can be at the entity level, or executed in InterWeave in real-time
- Support for Financial, HR, Inventory, Order and Supply Chain Management