A requirement to integrate customer relationship management (CRM) and enterprise resource planning (ERP) systems is common here at BKD, and the conversation rarely starts with technology. The reasons vary, but most often the end goals are to break down silos of data, enable collaboration, automate workflows and unify the business from end to end. Integrating CRM and ERP is a game changer, but it also can be complicated—until now. Microsoft has removed many of the integration barriers between CRM and ERP with the introduction of Dynamics 365.
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