Gain a 360° View of Your Business with ERP + Dynamics 365 for Customer Engagement

By Ross Wendlandt | July 31, 2018

From your sales and marketing team, to your office staff, to your accountants – everyone on your team wins when you integrate CRM with your current Dynamics ERP software solution.

Dynamics 365 for Customer Engagement is a full Customer Relationship Management software solution that will give your team the cutting edge when it comes to the sales cycle, marketing to customers and prospects, and growing customer relationships and satisfaction.

Dynamics 365 for Customer Engagement not only integrates directly with any Dynamics ERP system, allowing invoices and customer data to flow back and forth, but also with Outlook, allowing users to associate emails, contacts, and events with a customer’s account.

Dynamics 365 for Customer Engagement can take your business further by giving your team the tools that make sales, marketing, and ongoing customer engagement easier. Make plans to join us during each of our upcoming free webinars on how you can leverage CRM at your company.

ERP and CRM - Better Together

CRM and ERP - Better Together

Thursday, August 9, 2-3 p.m.

From your sales and marketing team, to your office staff, to your accountants – everyone on your team wins when you combine CRM and ERP software. Join Stoneridge Software for our first of a series of four webinars exploring how CRM can benefit your business, help you close deals faster and better serve customers.

During this webinar you’ll learn how seamlessly Dynamics 365 for Customer Engagement can integrate with your Dynamics ERP system, reducing the time your departments are sending data and files back and forth and eliminating the need for most of your manual entry.

Watch the recording here.

Implementing Dynamics 365 for Customer Engagement with the QuickStart Method

Wednesday, August 29, 11 a.m. - Noon.

You can avoid a long software implementation timeline with the QuickStart offering from Stoneridge Software. During this webinar, you’ll learn how a CRM expert can get you up and running with Dynamics 365 for Customer Engagement in only 10 days and at a fraction of the cost compared to more lengthy implementations. You’ll hear about what happens during each of the 10 implementation days and see an example of a CRM system that was put in place using the QuickStart method.

Watch the recording here.

Maximize the Impact of Dynamics 365 for Customer Engagement

Wednesday, September 19, 11 a.m. - Noon.

During this webinar, you’ll learn how to maximize the impact of Dynamics 365 for Customer Engagement with a strategic plan that streamlines your processes and eliminates the unnecessary manual entry. By developing a roadmap for your business, you will see a higher ROI and increased efficiencies.

[button title="Register Here" link="https://register.gotowebinar.com/register/1161158338581355010" new_tab="yes"]

New Features in Dynamics 365 for Customer Engagement - Fall Release 2018

Tuesday, October 9, 11 a.m. - Noon.

During the final webinar in our CRM series, we’ll highlight new features in CRM that have made it a more robust solution with LinkedIn and Teams integration, lead and contact linking, universal scheduling for service and resources, sales playbooks, and much more. If you thought you knew what CRM has to offer, you may be surprised to learn how much more Dynamics 365 for Customer Engagement can do.

[button title="Register Here" link="https://register.gotowebinar.com/register/9114329463052673282" new_tab="yes"]

Interested in learning more about Dynamics 365 for Customer Engagement right now? Let us know, we'd love to chat.

Related Posts


Under the terms of this license, you are authorized to share and redistribute the content across various mediums, subject to adherence to the specified conditions: you must provide proper attribution to Stoneridge as the original creator in a manner that does not imply their endorsement of your use, the material is to be utilized solely for non-commercial purposes, and alterations, modifications, or derivative works based on the original material are strictly prohibited.

Responsibility rests with the licensee to ensure that their use of the material does not violate any other rights.

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!