Why Microsoft Dynamics 365 Business Central Users Are Integrating with Dynamics 365 Sales (CRM)
Dynamics 365 Business Central ?
Information and Updates about the Dynamics 365 Business Central? Business Solution by TMC, a Microsoft Gold Partner.
Do you want to take your business to the next level? Is it your goal to nurture more leads? Increasing productivity and adopting cutting-edge and innovative IT tools is imperative in such a case. That said, companies are integrating Dynamics 365 Business Central and Dynamics 365 Sales to give the sales team an edge and be more self-sufficient. Dynamics 365 Sales integrates seamlessly with Business Central for customer engagement right out of the box without requiring any additional software.
This article explains how integrating Microsoft Dynamics 365 with Dynamics 365 sales will benefit your business by allowing you to synchronize data between your customer relationships and business operations to have a fully connected experience from lead generation to sales.
Dynamics 365 Business Central: What Is It?
Users can use Dynamics 365 Business Central to create and raise customer quotes because the system has built-in CRM capability. As such, CRM has been designed to manage customers, make smarter decisions, and streamline processes, but it does not help with nurturing leads. If you are looking for more CRM capability, Dynamics 365 Sales is a suitable alternative.
Dynamics 365 Sales
Dynamics 365 Sales has a flexible cloud-based solution tailored to suit any business, making it the right CRM solution for your sales team. Some of its capabilities include:
???Sales workflows
???Pipeline management
???Reporting
???Lead tracking
???Opportunity management
Why Are Users Of Dynamics 365 Business Central Integrating With Dynamics 365 Sales?
The answer lies in adding CRM capabilities. When these two cloud-based CRM and ERP solutions are integrated , users will have the additional CRM capabilities they need. They can then synchronize data between the two systems and win more business from lead generation.
Users will also have access to data from the two systems when they are integrated. Common data types that are common to both systems, like customer contacts, can be synchronized and updated in both locations in the following ways:
Sales Integration
Sales integration happens when a person using Dynamics 365 sales submits orders, activates quotes, and then views and processes them in Business Central.
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Automatic Sales Orders Generation
A user can create sales orders in Business Central that have been completed and submitted by another user in Dynamics 365 Sales.
Automatic Sales Quotes Processing
One can process a sales quote in Business Central created and submitted by a user in Dynamics 365 Sales.
The Benefits of Integrating Dynamics 365 Sales with Dynamics 365 Business Central
By integrating Dynamics Business Central and Dynamics 365 Sales, salespeople can gain a more comprehensive view of the business and also have access to information on the backend. Teams can view the information in Business Central while working in Dynamics 365 Sales. As such, they will quickly know there is no inventory when preparing a sales quote. Other benefits include:
???Users experience accurate estimation
???The two systems allow for the streamlining of operations to enhance productivity
???Heightened customer service
???When the two systems are integrated, the need to manage several vendors becomes obsolete
???Users receive advanced marketing capabilities inside Business Central. Advanced capabilities extend beyond those of CRM Lite
???Dynamics 365 offers advanced capabilities for businesses with complex operations. – Businesses that require machinery to produce goods and advanced workflows
Why Should You Work With A Microsoft Partner?
Working with a Microsoft partner allows you to obtain similar skills to those you would have gained if you had contacted Microsoft directly. Microsoft is not just a household name; it recognizes partners that emphasize specific capabilities. With the aid of a Microsoft partner , you can get technical assistance from Microsoft-certified experts for any technical issues. Additionally, these experts can help your business grow by improving its IT infrastructure. At best, you will experience decreased corporate risks and eventually achieve your long-term objectives.
Work With a Gold Microsoft Partner You Can Trust
Would you like to integrate Microsoft Dynamics 365 Business Central with Dynamics 365 Sales in your organization? Is your software outdated? Are you comparing the leading business solutions? Schedule a 15 minutes call and obtain our complete consulting services.
As a Microsoft Dynamics Partner , we provide all Microsoft Dynamics Business Solutions , including Dynamics GP, Dynamics 365 Business Central, & Dynamics 365 Sales. We also support the Microsoft Azure Cloud and Power BI.?