Microsoft Dynamics
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Get access to all your ERP and CRM data with Toric's integration to Microsoft Dynamics. Transform your data with a no-code data interface, and build dashboards and reports in Toric.

What is Microsoft Dynamics?

Microsoft Dynamics is a cloud based Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) tool that centralizes data entry for accounting teams and sales teams.


What the Dynamics integration looks like in Toric?

Toric can access Companies and Projects data from Dynamics. Use Toric to break down and join ERP and CRM data for deeper analytics. Create custom dashboards and reports without code, and leverage Toric Automations to schedule source updates and Dataflow runs.

Don't see the data you're looking for - reach out and let us know what we could add to help your use case (support@toric.com)

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Automated
Automated
Blending
Blending
Normalized
Normalized
Read-only
Read-only
Save as source
Save as source
Version snapshots
Version snapshots
Warehouse
Warehouse

Objective

Pull ERP and CRM data like Financial, Sales, Marketing, and Customer data.

Category

Architecture & Engineering

Owner & Operators

Construction

Requirements

  • Toric Subscription
  • Microsoft Account with access to Dynamics
  • Web Browser (Safari, Chrome, Edge, Firefox)

Data Access

  • Companies
  • Projects