Cloud Connect

Cloud Connect is the integration layer that connects Experlogix products with supported external platforms through cloud-based APIs. This knowledge place is the starting point for understanding what Cloud Connect does, how it is configured, and where to find practical guidance for common integration scenarios.

This knowledge base is designed to help administrators, implementers, consultants, and support teams quickly navigate Cloud Connect concepts and find the right documentation for setup and ongoing use. Whether you are planning a new integration, configuring an existing connection, or reviewing supported platforms, the pages below this landing page provide the core reference material.

Core Concepts

Cloud Connect is built around a simple idea: provide a consistent, cloud-based way to exchange data and processes between Experlogix applications and external business systems. In practice, that means teams can use Cloud Connect to support connected workflows across quoting, configuration, CRM, ERP, and automation tools.

As you explore this space, you will see recurring themes such as:

• Platform connectivity for linking Experlogix with supported third-party systems

• Configuration dependencies such as app registrations, services, and environment-specific setup

• Integration-specific guidance because each connected platform has its own requirements and behaviors

• Operational procedures for changes, migrations, and repeatable administrative work

In this Knowledge Base

The content in this knowledge base is organized to move from foundational understanding to hands-on execution.

• Integrations explains the supported platforms and connectors available through Cloud Connect. This includes platform-specific content for Microsoft Dynamics 365 CE, Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Finance & Operations, Salesforce, Power Automate, and standard supported entities.

• Setup contains implementation and configuration guidance. These pages help teams prepare prerequisites, configure supporting services, and complete product-specific setup tasks for individual integrations.

• Procedures provides task-oriented operational content, including migration-related guidance and other repeatable processes that support real-world administration.

If you are new to Cloud Connect, start by reviewing the integration pages to understand what systems are supported and how Cloud Connect fits into the broader Experlogix ecosystem. From there, move into the setup content for your specific platform and environment. If you are maintaining or updating an existing deployment, the procedures section is the best place to find operational guidance.