Gain More Power by Integrating Dynamics 365 CRM with Your Dynamics ERP

by | Updated October 28, 2019 | Dynamics 365 Business Central, Dynamics 365 for Finance and Operations, Dynamics AX, Dynamics CRM, Dynamics GP, Dynamics NAV

Dynamics CRM is now a part of Dynamics 365, giving users an even more valuable software solution than before. Microsoft Dynamics 365 brings all facets of your business together to streamline processes and communication between departments.

Information inputted into Dynamics 365 (CRM) integrates automatically into your ERP software –  whether that be Dynamics 365 Business Central (NAV), Microsoft Dynamics GP, or Dynamics 365 Finance and Operations (AX). Any changes that are inputted, such as new orders or invoices, are automatically be pushed between the different systems. This gives your sales team the ability to see orders, invoices, payments, and other financial information without having to ask your accounting team or access the information within your ERP system.

In CRM, as a lead is nurtured into a customer, the sales manager assigned collects data including budgets, purchase timeframe, and the products the lead is interested in. Additionally, all communications with the potential customer can be tracked in CRM through a simple Outlook integration.

ERP + CRM

Once the deal is won, the sales manager can create orders directly from quotes in CRM and push that information into your ERP system for the accounting team to invoice. This integration completely eliminates any need for paperwork or manual reentry. The order history remains both in CRM and ERP, so any member of your team can access past information about your customers at any time. In fact, within CRM your sales team can see all orders, invoices, and upcoming sales opportunities.

ERP + CRM

By integrating Dynamics 365 for Customer Engagement (CRM) with your current ERP solution, you can increase efficiency and visibility across the board, leading to more revenue for your company.

See how data can flow between CRM and ERP in the video below. To get more information, reach out to the CRM and ERP professionals at Stoneridge Software.

 

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Managing Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Management: Introduction of NEW Functionality for Manufacturers Using Dynamics 365

november

11nov10:00 am10:30 amThe Modern Manufacturer - Tears and Trauma of MRP

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X