Next-Level D365 F&O Efficiency with App Integrations & Data Operations

Improve operations across your departments and derive the best value out of your business data 

Accounting, Service & Support

Usecases

Seamless Invoice Generation

Automate invoice creation in the accounting/ERP system from sales activities logged in the CRM, improving billing efficiency.

invoice generation

Enhanced Financial Visibility

Provide sales teams with access to financial data within CRM for a comprehensive view of customer accounts, enabling better sales decisions.

Financial Visibility

Accurate Revenue Forecasting

Integrate CRM sales data with accounting/ERP for real-time revenue tracking and more accurate forecasting.

Revenue Forecasting

Pre-built Templates

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FAQs

Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.

Yes, SaaS Replication can replicate Salesforce or MS Dynamics 365 CRM data into your database application and vice-versa.

Yes, SaaS Replication can be installed locally. You can run reports from your on-premise reporting tools such as SQLServer Reporting, Business Object, Cognos, etc.

We support both complete and incremental cloud database replication. SaaS Replication automatically tracks the last record processed so that you can replicate only the updated data and never miss a record.

SaaS Replication has an option to enable event logs in the database. Event notifications can also be delivered to the administrator’s email address.

The application replicates the Salesforce CRM or MS Dynamics 365 CRM schema automatically for all objects.. The schema differences are evaluated and the corresponding columns are generated in the Database. No existing columns for a given table will be removed so that historical data is maintained.

The SaaS Replication Console can be used to download Salesforce objects such as attachments, documents, content, and chatter feed to a local directory.

Custom objects, documents, and attachments are supported for Salesforce replication.

We are compatible with Salesforce Enterprise, Unlimited, Developer, and Professional (API enabled). Among databases, are SQL Server, DB2, MySQL, PostgreSQL, and Amazon Redshift.

The SaaS Replication REST APIs provide programmatic access to Read and Write replication data. We also provide batch and shell applications for easy integration with your scheduler or other applications.

SaaS Replication leverages Salesforce Outbound Messages to help you achieve real-time Salesforce integration with creates and updates in your database.

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