ClickLearn Integrations

Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Through leading-edge technology, best-in-class business functionality, and customer-friendly business practices, Acumatica delivers unparalleled value to small and midmarket organizations. Integrated workflows span the full suite of business management applications, from Financials, Project Accounting, and Inventory Management to CRM. Specialized industry solutions include Construction Edition, Manufacturing Edition, Retail Edition, and Distribution Edition. Acumatica is built on a future-proof platform with open architecture for scalability, ease of use, and rapid integrations. Connected business. Delivered. Rapid integrations. Delivered. Remote collaboration. Delivered. Business resilience. Delivered. Future-proof platform. Delivered.

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Microsoft 365 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

Streamline your processes, make smarter decisions, and accelerate growth with Dynamics 365 Business Central (formerly Microsoft Dynamics NAV)—a comprehensive business management solution designed for small to medium-sized businesses. Accelerate financial close, chart financial performance in real time, and improve forecast accuracy while maintaining compliance and security. Maximize profitability with an end-to-end view across operations, purchasing, manufacturing, inventory, and warehouse management. Manage the sales process from start to finish within Outlook and deliver exceptional service with a connected view of customers and service operations. Plan and monitor your projects with real-time metrics on resources, profitability, tasks, and progress.

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

Microsoft Word is the world’s leading word processing software, designed to help you write, read, and create with confidence. Powered by Copilot, Word uses AI to help you generate ideas, refine drafts, and edit your writing with clarity and precision. Whether you’re working on essays, reports, proposals, or creative writing, Word delivers professional results across devices—desktop, web, and mobile. With Editor and built-in collaboration tools, teams can co-author documents in real time while maintaining consistency and accuracy. Integrated with Microsoft 365, Word also connects seamlessly with apps like Excel, PowerPoint, and OneDrive for a complete productivity experience. Trusted by millions, Word empowers individuals and businesses to create polished, impactful content anytime, anywhere.

APEX is Oracle’s world’s most popular low-code application platform that enables you to build scalable, secure cloud, mobile or desktop apps, with world-class features, that can be deployed anywhere – whether in the cloud or on-premises. Using APEX, developers can quickly develop and deploy compelling apps that solve real problems and provide immediate value. You don’t need to be an expert in a vast array of technologies to deliver sophisticated solutions. Focus on solving the problem and let APEX take care of the rest.

MYOB Acumatica is a customizable cloud-based Enterprise Resource Planning (ERP) system tailored for medium to large businesses in Australia and New Zealand. It integrates financial management, customer relationship management (CRM), project accounting, inventory and distribution, and payroll management into a single platform, providing real-time visibility and control over operations. Designed with scalability in mind, MYOB Acumatica supports industries such as manufacturing, construction, wholesale distribution, professional services, retail, healthcare, and non-profit organizations. Its cloud-based architecture ensures accessibility from any device, facilitating remote work and collaboration. Additionally, MYOB Acumatica offers seamless integration with over 150 applications, allowing businesses to tailor the system to their specific needs and ensuring flexibility as they grow.

Humans with Agents drive customer success together. Build and customize autonomous AI agents to support your employees and customers 24/7. An Agentforce Agent is a proactive, autonomous application that provides specialized, always-on support to employees or customers. They're equipped with the necessary business knowledge to execute tasks according to their specific role. Agentforce Service Agents engage customers autonomously across channels 24/7 in natural language. They resolve cases swiftly and accurately because every answer is grounded in trusted data. Set your Service Agent up in minutes using prebuilt templates, or customize fast with low-code. Define clear security guardrails and when to seamlessly escalate to human employees. Agentforce SDRs autonomously answer product questions, handle objects, and book meetings for sales reps. They act and respond accurately, with responses grounded in your business data.

Improve decision-making, collaboration, and efficiencies with streamlined planning and consolidation. Spend more time growing your business and less time closing the books by streamlining planning and achieving a faster, more accurate close. The SAP Business Planning and Consolidation (SAP BPC) application delivers planning, budgeting, forecasting, and financial consolidation capabilities, so you can easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards. Base decisions on what-if analyses and scenario planning for better outcomes. Save time and reduce errors with a single, integrated software solution for business planning and consolidation. Automate aggregations, allocations, and other manual processes to speed up planning cycles, while running what-if scenarios to identify quick course corrections.

Welcome to Dynamics 365 Customer Service! We are delighted to offer you a suite of capabilities to ensure your business can deliver the best customer service experience possible to your customers. We believe that knowing your customers enables you to personalize each experience and optimizes your agents' productivity so you can earn customers for life. The agent experience is the heart of Dynamics 365 Customer Service. The key to improving satisfaction in service delivery is enabling agents to take customer requests from any channel, handle multiple sessions at a time, interact with multiple apps without losing context, and enhance their workflow with productivity tools. You can configure and manage the different capabilities in Customer Service by using any of the following apps based on the licensing module that you've purchased.

Oracle Cloud Infrastructure supports traditional workloads and delivers modern cloud development tools. It is architected to detect and defend against modern threats, so you can innovate more. Combine low cost with high performance to lower your TCO. Oracle Cloud is a Generation 2 enterprise cloud that delivers powerful compute and networking performance and includes a comprehensive portfolio of infrastructure and platform cloud services. Built from the ground up to meet the needs of mission-critical applications, Oracle Cloud supports all legacy workloads while delivering modern cloud development tools, enabling enterprises to bring their past forward as they build their future. Our Generation 2 Cloud is the only one built to run Oracle Autonomous Database, the industry's first and only self-driving database. Oracle Cloud offers a comprehensive cloud computing portfolio, from application development and business analytics to data management, integration, security, AI & blockchain.

We believe happy and productive technicians and operators are the backbone of profitable, sustainable businesses. IFS Ultimo EAM makes the lives of these frontline VIPs easier by minimizing admin time, maximizing wrench time, and automating workflows. Our powerful EAM solution enables more than 100k technicians and operators worldwide to access and process relevant information on the spot. Ultimo’s software offers rich functionality as standard. It can be applied to planning, monitoring, optimization, execution and tracking of all required maintenance activities. It can be used to manage fixed assets, such as machinery in a processing plant, as well as moving ones, such as trucks, and all the materials, tools and information associated with them. With integrated modules for Environmental, Health and Safety, Operations and IT Service Management. The software is fully scalable and comes in three product versions. Always the right support on desktop, tablet and smartphone.

Work together to meet challenges effectively with Microsoft Power Platform—analyze data, build solutions, automate processes, and create virtual agents. Find out what Microsoft Power Platform updates were announced at Microsoft Ignite—and how they help build and deliver applications faster and more cost-effectively. Discover how IT professionals are delivering the low-code tools customers expect—with easy administration and robust security. The Microsoft Power Platform is more than the sum of its parts. Connect them together—and to Office 365, Dynamics 365, Azure, and hundreds of other apps—and build end-to-end business solutions. Make informed, confident business decisions by putting data-driven insights into everyone’s hands. Turn ideas into organizational solutions by enabling everyone to build custom apps that solve business challenges. Boost business productivity to get more done by giving everyone the ability to automate organizational processes.

IFS Cloud is a single product that delivers class-leading solutions across Service Management, Enterprise Resource Planning and Enterprise Asset Management. Built to meet the specific needs of your business and the markets you serve, IFS Cloud combines deep industry and functional strength with intelligent and autonomous capabilities that can be put to work from day one. IFS Cloud delivers real choice in how you deploy and make it yours, whether that’s in our cloud or your own datacenter. It’s simple to use and tailor, making it easy for you to extend and connect to your business and application landscape. This is the solution that pulls your core business activities together into something greater: moments of service that delight your customers. Combining our industry experience with our trusted partners, customer success is a key focus at IFS. With engagement models to suit any business, you can extend your team with ours to realize both the outcomes and value you define.

To engage the customer in today’s digital world means creating a single, unified experience across every channel they choose to use to connect with you. From calls and email to chat and social messaging, delivering seamless service has never been more complex. IFS Customer Engagement software solutions enable businesses to deliver a faster, smarter service whatever the contact channel. By combining an omni-channel contact center with CRM in a single, configurable, AI-powered agent desktop, support staff are empowered to deliver rapid service however complex the request. Bringing together disparate sources of customer data from multiple systems, alongside all contact channels, your agents can deliver customer engagement seamlessly, while simultaneously banking productivity gains. To win in the service market requires excellence in customer care. But what does it take to modernize the contact center and deliver smart self-service?

Extend your business processes in the cloud. Extend SAP solutions in a fast and agile way without disrupting key business processes - leveraging existing investments and expertise. Rapidly develop robust and scalable cloud-native applications. Leverage your existing ABAP expertise to create new extensions or renovate existing custom apps. Innovate for business agility with cloud-native, low-code, and responsive event-driven applications. Accelerate outcomes with intelligent business process optimization. Discover, configure, extend and optimize business processes, connecting experience data to operational workflows. Gain impactful and actionable insights to anticipate business outcomes and uncover new revenue and growth opportunities. Harness the power of predictive analytics and machine learning capabilities. Embed real-time intelligence into your business applications. Advance and personalize the user experience for your customers, partners and employees.

Empowering your organization to innovate in the business reality of a digital economy. Oracle’s JD Edwards software meets the demands for a modern and simplified user experience. Our purpose-built applications are aligned to how your users work. Integrated with digital technologies, our innovative approach increases productivity enabling your company to work smarter, faster, and ultimately achieve more. JD Edwards on Oracle Cloud is hybrid by design enabling your digital business through choice and control. Maximize your investment in JD Edwards EnterpriseOne on-premises solution by optimizing your infrastructure needs with Oracle's Infrastructure as Service (IaaS), extending your competitive advantage using Oracle products delivered via Platform as a Service (PaaS), and complementing your JD Edwards footprint with Oracle’s feature-rich Software as a Service (SaaS) solutions.

Gain the tools, Web services, and application server capabilities you need to support seamless application, data, and system integration with SAP NetWeaver. Empower users and IT teams to define, change, and control decision logic. Apply semantically rich and declarative data models to enable conceptual thinking. Integrate processes across applications and organizational boundaries with a rich set of build-in functions for all domains with code pushdown capabilities. Extend SQL and cut complexity when connecting users to software – from social and collaboration platforms to mobile devices and Web applications – in real-time. Provide a socially oriented, highly interactive, and browser-based user experience on every device.

IFS is the world’s leading provider of Industrial AI and enterprise software for hardcore businesses that make, service, and power our planet. Our technology enables businesses which manufacture goods, maintain complex assets, and manage service-focused operations to unlock the transformative power of Industrial AI™ to enhance productivity, efficiency, and sustainability. Industrial AI is IFS.ai IFS Cloud is a fully composable AI-powered platform, designed for ultimate flexibility and adaptability to our customers’ specific requirements and business evolution. It spans the needs of Enterprise Resource Planning (ERP), Enterprise Asset Management (EAM), Supply Chain Management (SCM), Information Technology Service Management (ITSM), and Field Service Management (FSM). IFS technology leverages AI, machine learning, real-time data and analytics to empower our customers to make informed strategic decisions and excel at their Moment of Service™.

China Airlines achieved performance excellence and reported that IFS Maintenix helped it increase its line management process and A Checks efficiencies while significantly reducing its annual costs. Build a high-performance organization with IFS aviation maintenance solutions. Enforce policies through proactive compliance controls including full, in-service asset configuration management,  tracking and reporting and enable improved data accuracy. Minimize turnaround times & improve maintenance efficiency and predictability through tailored planning and control capabilities for each maintenance environment. Optimize the use of parts and labor with direct access to the supply chain.The day of operations is fast-paced and changeable. Make sure maintenance operations controllers and supervisors have direct communication with technicians at the aircraft through real-time views of work and the progress made.