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.
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.
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.