Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.
HOW IT WORKS
STEP 1:
Connect with your dedicated Account Executive to understand your existing workflow and align on how MaintainX can support them with Microsoft Dynamics 365.
STEP 2:
Create the integration flow from Microsoft Dynamics 365 to fire off work orders through our MaintainX API into MaintainX when they are created or updated in Microsoft Dynamics 365.
STEP 3:
Set up triggers to create and update work orders and data entries in Microsoft Dynamics 365 when they are altered in MaintainX.
STEP 4:
Test the integration with your team.
STEP 5:
Welcome to a better way to work. MaintainX and Microsoft Dynamics 365 are now in sync, so work orders in both systems will be updated automatically.
REQUIREMENTS
Must have a valid cloud subscription with https://dynamics.microsoft.com/en-us/.
Must have MaintainX's Premium Plan.