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Microsoft Dynamics 365
Infor CloudSuite
CRMERP

Connect Microsoft Dynamics 365 to Infor CloudSuite

Automate workflows between Microsoft Dynamics 365 and Infor CloudSuite. When new contact in Microsoft Dynamics 365, automatically create order in Infor CloudSuite.

How This Workflow Works

TRIGGER

New Contact in Microsoft Dynamics 365

Triggers when a new contact is created

Microsoft Dynamics 365
SCANNY AI PROCESSING

Extract & Transform Data

Scanny AI processes your documents, extracts structured data using OCR and AI, and transforms it for the destination system.

ACTION

Create Order in Infor CloudSuite

Create a new sales order

Infor CloudSuite

More Ways to Connect

Other Microsoft Dynamics 365 Triggers

  • New Contact

    Triggers when a new contact is created

  • New Deal

    Triggers when a new deal is created

  • Deal Stage Changed

    Triggers when a deal moves stages

Other Infor CloudSuite Actions

  • Create Order

    Create a new sales order

  • Create Invoice

    Generate a new invoice

  • Update Inventory

    Adjust inventory levels

Popular Use Cases

Invoice Processing

Automatically extract invoice data and sync to your accounting or ERP system.

Contract Management

Parse contracts and create records with key dates, parties, and terms.

Receipt Tracking

Capture receipt data and log expenses automatically to your finance tools.

Ready to Connect Microsoft Dynamics 365 + Infor CloudSuite?

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