CRM

Microsoft C5 integration

Connect Microsoft Dynamics 365 C5 with IntraManager to bring relevant customer and sales data into one clear performance view.

About the integration

Microsoft C5 insights

Microsoft C5 has long been a trusted ERP system for small and mid sized businesses. By integrating it with IntraManager, you can take your financial and operational data one step further, by making it visual, accessible and engaging across your organization.

Whether you’re using C5 for accounting, invoicing or inventory, this integration gives you a real time view of your business performance.

Spreadsheets become live insight

Once connected, the integration allows you to visualize key data from Microsoft C5, such as:

Everything updates live and can be shown in fully customizable dashboards. This gives you better control of daily operations and enables faster, more informed decisions.

  • Revenue and expenses
  • Invoices and open items
  • Orders and stock levels
  • Financial KPIs

Share insight, motivate teams

With IntraManager, your data isn’t just for accountants. Share relevant dashboards with team leaders, departments or the entire company. To drive engagement even further, you can set up:

  • Notifications when key events occur, like paid invoices or target milestones
  • Gamification to make KPIs more fun to follow
  • Slideshows to display live dashboards on screens around the office

A connected C5 view

Even though Microsoft C5 is a legacy system, it still has a lot to offer especially when paired with modern tools. With the IntraManager integration, you can extract the essence of your data and present it in a way that creates value for everyone, from finance teams to front line staff. Ready to make your C5 data visual? Try IntraManager for free and experience the impact.

Ready to connect the dots?

One connected performance view

Try IntraManager for free