Phases to Integrate ERP and CRM in Dynamics 365

sunbridgeindiaServeurs

14 août 2019 (il y a 1 mois et 4 jours)

47 vue(s)

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.


Phases

to Integrate ERP and CRM in Dynamics 365


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, impleme
nted 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 busine
sses 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 c
ompanies 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 h
istory, 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 aut
omated 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 fr
om 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 ex
ecuting 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 s
tock 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 P
latform 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 importe
d. 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 t
emplates
with Predefined mappings as needed, and then create and implement the data
integration process.