solution selected

Crosscut®, the iPaaS platform, can automate and secure the data exchanges between the Dynamics CRM Cloud solution and an on-prem ERP (support for processing the property mortgages broker dossiers).

DEPLOYMENT

– Installation of 2 synchronisation flows:

  • Downwards (from the CRM and to the CAFPI internal database): reception of update requests from the CRM concerning the Contact & Project entities, aggregation of the requests by batches corresponding to the same entities, transmission of the data in the database
  • Upwards (from the internal database to the CRM): database query to check whether any modifications are available
Results
Increased sales force performance
Improved processing time
Up-to-date and real-time access to folders