Integrating ERP and CRM to Turn Your Prospects Into Cash

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Your employees need access to information. The faster, the better. Accurate real-time data is one of their most important business tools.  With accurate data, they can close proposals and generate and deliver customer orders expeditiously. The journey from prospect to cash is smooth and direct.

So what is the key to enabling access to all your valuable business data? Integrating ERP and CRM. Connecting your ERP (Enterprise Resource Planning) and CRM (Customer Resource Management) solutions will allow data to flow seamlessly between them. Customer data flowing into the ERP will enable you to process and fulfill orders quickly. Account data flowing into the CRM gives your customer-facing reps the information they need to provide exceptional customer service.


ERP/CRM cloud platforms for accelerated cash flow

Two leading ERP/CRM solutions that can help you meet the challenge of integrating ERP and CRM are Microsoft Dynamics 365 CE (Customer Engagement) and Microsoft Dynamics 365 F&SCM (Finance and Supply Chain Management). Dynamics 365 Sales handles the lead qualification, account management, and proposals to create a 360-degree view of customers. Meanwhile, Dynamics 365 F&SCM covers purchasing, order fulfillment, inventory, billing, banking, and financials.

Integrating ERP (F&SCM) with CRM (365 Sales) will accelerate the timeline for converting prospects into customers, leads into sales, sales into revenue.


Data mapping for seamless integration 

Integrating ERP and CRM workflows is facilitated by Microsoft Dataverse, which uses the Microsoft common data model to set up the mappings.

With mapping, Sales and F&SCM integrate in the Cloud. Your sales team will take orders and manage accounts.  Your operations team will fulfill orders. Sales data is automatically populated into the ERP, and the entire team knows all that's happening with invoices and orders.


Data synchronization   

Would you like to see how data synchronization works? At Western Computer, we have an on-demand video titled, Exploring Dynamics 365 CE Integration with Dynamics 365 F&SCM.

Our experts will walk you through how each system creates and owns entity data sets and then syncs the data to the other solution. With both solutions operating in the Cloud,  your data will be accessible from any device at any time.

With everything under one roof, your teams will be able to:

  • Manage the entire sales pipeline from prospects to wins.
  • Create accounts with legal entity data and customer attributes.
  • Automatically synchronize account data from CRM to ERP to initiate credit checks.
  • Originate proposals in CRM and turn them into invoices in ERP.
  • Send fulfillment directions to the warehouse team for handling orders.
  • Make tracking data available to customer service reps and customers.
  • Generate invoices in ERP and create accounts receivable entries.

With your data fully synchronized and complete visibility across all functions,  your team will have a comprehensive view of what's happening with every customer, every transaction.


Learn more about integrating ERP and CRM

To learn more about the benefits and how to integrate ERP and CRM platforms, check out the Exploring Dynamics 365 Customer Engagement Integration with Dynamics 365 Finance & Supply Chain Management webinar. And for more information on how Western Computer can help you integrate your enterprise applications, contact us today to start the conversation.

By Western Computer,


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