Phases to Integrate ERP and CRM in Dynamics 365

Posted by Mangesh Divekar on June 14th, 2019

With digital transformation permeating every industry, Organizations are driving efforts to accelerate business outcomes, and achieve greater efficacy while decreasing costs. To be able to lead the race, many businesses today are considering incorporating their ERP and CRM systems and leveraging the combined benefits across cooperation, visibility, and productivity. Even though many have been using both systems, implemented individually, the integration of ERP and CRM in Dynamics 365 helps associations share information and reduce manual attempts in replicating data such as masters and overlapping transactions involving the two systems.

Benefits of integration

For businesses that use both CRM and ERP systems, together with standalone data replicated in both, the manual efforts involved in maintaining and updating data and transactions in both systems is repetitive, counter-productive, and time-consuming. Therefore, many companies are currently looking to incorporate both systems, so that the data is handled in real-time and connections involving both systems using the smallest amount of manual efforts and intervention. Here is how incorporating ERP and CRM can benefit you

· A holistic view of the client

Integration provides companies with complete visibility into customer needs, buying habits, and history, you are able to achieve greater efficiency in purchase forecasting and budgeting, as well as, measuring and maintaining operational efficiencies.

· Flexible access to critical information

Integration Enables users anywhere, any-time access to accurate and fact-driven information, rather than just approximates. You may watch the status of an order, inventory levels, order history, yields, payment, discussion provisions, discount terms, and trade agreements, as well as changes in business models or operations and make decisions that positively impact your bottom line.

Integration also drives higher you are able to develop automated workflows across applications and prevent repetitive business process execution. Additionally, an integrated alternative cuts on duplicity of data entry tasks, improving inter-departmental communication, eliminating mistakes, and saving substantial administrative costs through efficient collaboration and data sharing.

· Reduction in training cost

A single platform also reduces Costs in training the workers on both systems, and will allow for better decision-making. Having access to real time data from several sources such as sales and operations, from a single, integrated platform can lead to elimination of repetitive transactions in the two systems.

· Enhanced worker productivity

Entering, fetching, and sharing data, an integrated solution makes executing business processes straightforward, cost-effective, as well as quick. You may streamline business processes, automate workflows, and improve employee productivity. A single interface provides access to the most accurate and up-to-date information, allowing employees to convert information into actionable insights.

Measures to incorporate ERP and CRM in Dynamics 365

Integrating ERP and CRM at Dynamics 365 is primarily through the common data model and frequent data services. The collections of data synchronized between both systems are accounts, contacts, products, sales quotes, sales orders, sales orders, and sales invoices. Through such integration, transactional scenarios of sales and marketing activities in Earnings, and order fulfillment using stock management in Finance and Operations can be concurrently executed.

Using the information integrator tool in Dynamics 365

The Data Integrator is a tool Introduced by Microsoft especially meant to integrate Dynamics 365 Finance It consists of a common Platform using out-of-the-box templates and pre-defined entities and field Mappings to facilitate the data flow from origin to destination. Data Transformation to coincide with data schema of the two connecting systems may be carried out until it is imported. The templates for integration, Together with custom Templates, may be created and used by partner companies to extend the Integration scenarios as required. In Short, user companies can create Connections to integration end points, choose customizable templates with Predefined mappings as needed, and then create and implement the data integration process.

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Mangesh Divekar

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Mangesh Divekar
Joined: April 26th, 2019
Articles Posted: 26

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