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JOVACO Solutions

Multiple Integration Points between Microsoft Dynamics 365 Customer Engagement and Business Central for Improved Efficiency

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Microsoft Dynamics business management solutions offer a fully integrated platform from which you can manage all aspects of your organization. If you are currently using the CRM solution Microsoft Dynamics 365 Customer Engagement and are considering acquiring Microsoft Dynamics 365 Business Central to manage your operations in the cloud or vice-versa, Microsoft has made the process even easier with multiple integration points between the two.

 

By combining both platforms, your organization can obtain a 360° vision of your business, ensuring everyone has the visibility they need on all the data relevant to their tasks. This increases synergy and productivity, while also improving collaboration and communication between teams and users. Data will be kept up to date in both systems at once, which will eliminate the number of manual or double entries, saving time and reducing the risk of errors.

 

Dynamics 365 uses mappings to associate specific types of data records in the two solutions, avoiding duplication. Here are some of the integration points between Dynamics 365 Customer Engagement and Business Central, including the direction of the integration:

 

Customer Engagement Direction Business Central
Customer Account
Contact Contact
Currency Transaction Currency
Customer Price Group Price List
Item Product
Opportunity Opportunity
Resource Product
Sales Invoice Header Invoice
Sales Invoice Line Invoice Product
Sales Price Product Price List
Salesperson User
Unit of Measure Unit Group

 

Updating these records in either one of the solutions will automatically push the changes to the other, depending on the direction of the integration. This ensures that the sales team has a view on transactions and invoices, while the financial team has access to customer details when needed. As such, your organization will benefit from a fully cloud-based platform to store all of its data and perform the complete management of its sales and operations.

 

By JOVACO Solutions, Microsoft Dynamics 365 integration specialist in Quebec

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