Send Company Details from BC to Aptean CRM

You can send the company details from Business Central to the Aptean CRM application from the following locations:

• Contacts: The List page gives the flexibility to select multiple records of the type company and send the details together to the Aptean CRM application.
• Contact Card: Use the Card page to send details of a specified company to the Aptean CRM application.
• Aptean CRM Setup: Use the Setup page to send the details of all contacts and companies to the Aptean CRM application.
• Job Queue Entry: Schedule the sync job to automatically send contact and company details to the Aptean CRM application. You can set the sync job to run one time or on a recurring basis.