CRM and ERP Integration – Really?!

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Is the tool your sales professionals use to track and manage their leads, opportunities, and customers in its own silo completely separate from your ERP system?  Does your staff have to update two systems anytime a customer changes location or phone numbers?  The answer to these questions doesn’t have to be “yes.”

Microsoft Dynamics CRM is an easy-to-use, yet robust Customer Relationship Management solution that provides your sales professionals the ability to manage their leads, opportunities, pipeline, customer accounts, and contacts.  With the familiar look and feel of Microsoft Office and the convenience of using it within either a browser or directly within Microsoft Outlook, Microsoft Dynamics CRM also provides useful functionality for your sales managers, such as goals, metrics, dashboards, and powerful reporting capability.

Beyond being a fantastic CRM system, Microsoft Dynamics CRM also fully integrates with Microsoft Dynamics GP & AX, eliminating the need to perform double-entry for such things as contact or account address changes.  In addition, if you use Microsoft Dynamics CRM to generate quotes and orders, you can also automatically create invoices in Microsoft Dynamics GP & AX, saving time and the need for entering sales into two systems.

Whether you are a distributor or manufacturer for medical devices or any other industry, I hope you find this information helpful.


Todd Bowlsby, , MCP, MCTS | Account Executive ERP/CRM & Senior Dynamics Consultant
InterDyn - Remington Consulting, Oregon Microsoft Dynamics CRM Partner

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