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A non-profit accrediting 34,000 schools in 73 countries, whose field staff carried printed payment reports into meetings. That is how schools ended up paying some invoices twice. What changed once Salesforce was joined to Microsoft Dynamics NAV, why the CFO now looks things up in the CRM rather than the ERP, and the four-hour sync they want to make instant. One short form and it is yours on the next page.

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How the integration is built, what the RapidiConnector secures, the pre-configured templates, and the eight transfers most customers start with.