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Built-in Integration with Microsoft Dynamics CRM in Latest Release of Microsoft Dynamics NAV

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Here’s some news about a forthcoming ERP software release from Microsoft that’s also great news for many businesses using Microsoft Dynamics CRM.

Microsoft Dynamics NAV 2009 R2, the latest release of this leading ERP solution, is due in the UK on 15th December 2010. There are a variety of features and enhancements included in this release that focus on increasing and improving business productivity even more. And one of the key enhancements is built-in integration with Microsoft Dynamics CRM.

Without going into technical details, effective integration between ERP and CRM solutions is not as straightforward as it may first appear. As well as a number of technical and functional considerations (the two products have different ways of working), there are also different types and levels of integration. However, the built-in integration with Microsoft CRM in the new release of Microsoft Dynamics NAV is about as robust, effective, and seamless as you can get while retaining the individual functionality of each product.

Before the release of Microsoft Dynamics NAV 2009 R2, integration with Microsoft Dynamics CRM meant deploying an additional piece of software or connector programme to link the two applications. This is no longer the case. The built-in integration is included with the product; it doesn’t rely on third-party software and is fully supported by Microsoft. It includes standard maps for out-of-the-box integration, so can be up and running quickly and efficiently. It is also designed to enable your business partner to easily deliver customisations or more complex integrations if these are your requirements. And it works with both Microsoft Dynamics CRM Online and on-premise deployments.

Being from the same family of products, Microsoft Dynamics CRM and Microsoft Dynamics NAV are obviously closely related. But they are also particularly suited for integration. 

Microsoft Dynamics CRM and Microsoft Dynamics NAV integrate well not just from a technical point of view, but also from a user’s point of view. Microsoft Dynamics CRM 2011 enables users to personalize their workspace, for example by creating personal views, adding commonly used records, and designing their own dashboards. And just like Microsoft Dynamics NAV, Microsoft Dynamics CRM 2011 uses role tailored functionality. This has been available in Microsoft Dynamics NAV for some time, and I’m sure its success was one of the reasons for including it as one of the new features in Microsoft Dynamics CRM 2011. Using role-based forms and views provides users with fast and efficient access to the relevant information they need. It also means they don’t waste time or get distracted by looking at information they don’t need to see or are not authorized to see.

Integrating a groundbreaking CRM solution with a highly effective ERP product makes a powerful and productive combination. We’re looking forward to the release of Microsoft Dynamics NAV 2009 R2 and improving business productivity for a range of our clients through its integration with Microsoft Dynamics CRM.

If you’re a UK business and need advice or more information about any of these products, please don’t hesitate to get in touch with Concentrix.

By Concentrix Ltd: a Microsoft Dynamics Partner in the UK

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