Understanding the Need for ERP and CRM Platforms

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ERP systems are used to organize and manage business processes, from supply chain management to financial data and payroll. ERP generally helps companies integrate business functions and communications to increase revenue and reduce costs. Like Dynamics 365 Business Central, can make your company more agile, increase productivity, and accelerate growth.


Like, Dynamics 365 Business Central can help you manage project planning, pricing, and business processes so your teams can talk to each other, reduce redundancies, and lower the cost of your next product launch.


CRM systems, on the other hand, streamline interactions with current and potential customers by automating repetitive tasks and sharing data between sales, marketing, and customer service. Microsoft Dynamics 365 CRM is an adaptable and flexible solution that improves communication within your enterprise.


You might think that just deploying Dynamics 365 Business Central will give you the best CRM and ERP experience. However, a closer look reveals that standard, out-of-the-box functionality is insufficient to handle the full spectrum of an organization’s operations. This gap creates demand for integrated ERP-CRM systems.


For most businesses, ERP and CRM systems are both essential as they offer a wide range of services and features. Integrating the two systems unlocks even more value. Fortunately, this is possible thanks to the seamless combination of Dynamics 365 Business Central and the Dynamics 365 CRM platform


Let’s see why you should integrate Dynamics 365 CRM with Dynamics 365 Business Central.

  • Streamline operations across your organization:

Bringing all your operational and marketing data together in one database powered by Dynamics 365 gives you powerful insight into how your business operations are performing, allowing you to streamline data simplify management in one place. You also get built-in Power Business Intelligence (Power BI) capabilities, making it easier to analyze data and create action plans.

  • Unlock profitable customer preferences: 

A vast amount of valuable customer data is stored in both systems. Integration with Dynamics 365 Business Central CRM enables sales teams to understand customer buying journeys, map preferences, and deliver customized experiences. Customer sentiment cannot be quantified, but such insightful data points are highly relevant to the sales process. You can also align your business strategy and customer preferences with Dynamics’ cloud-based capabilities. This makes it easy for customers to personalize their experience with offers and streamlined product and service ordering.

  • Increased operational efficiency: 

Integration with Dynamics 365 Business Central CRM gives employees access to any type of data they need within Dynamics 365. This improves work efficiency and reduces the time spent searching for information. Additionally, employees can make better-informed decisions, with all the tools and insights they need at their fingertips. Instead of accessing ERP, CRM, data, and Office applications separately, Dynamics 365 Business Central users can find everything they need in one platform.

  • Improved profitability:

 Increased efficiencies and a smoother, more unified experience across the organization’s diverse sales, operations, marketing, and business areas help organizations achieve a measurable value impact on their bottom line. We are witnessing cost savings across multiple management platforms, licensing costs, hardware support, etc.

  • Drive growth: 

Better communication between ERP and CRM data is the recipe for a more predictable and focused business strategy and conversion channel. The Dynamics 365 Business Central CRM integration creates a flexible and scalable environment that has the potential to evolve with the business itself.

  • No more working in silos: 

Departments and business functions can stop working in silos and share information that benefits not just specific teams, but the entire organization. Connecting Dynamics 365 Business Central and CRM creates an optimized flow of information from the first interaction with a prospect to customer billing and analytics. Having access to real-time data means you can quickly identify and act on changes or trends in revenue, customers, or other factors.

  • Both systems can be fully optimized together: 

A well-designed integration can optimize your ERP and CRM systems holistically. If they are not integrated, ERP and CRM can be optimized separately, but they will not work optimally because they are not optimized together.

Exhale Deeply with a Seamless Dynamics 365 Business Central CRM Integration

A key advantage of an integrated system is that the information on both platforms is always up-to-date and accurate. The more well-informed a company is about its various suppliers, prospects, and customers through both systems, the better the experience for all parties. This in turn leads to better interactions and customer service.

If you want to achieve higher win rates and close more deals, tap into the endless possibilities of the Dynamics 365 Business Central CRM integration. Intellika HiTech systems Pvt. Ltd. is the ideal partner for Dynamics 365 Business Central to not only evaluates your current business needs, but also identifies your future goals and curate the best solutions for your business. Contact us today to find out how our team of experts can help you achieve more.

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