Integrate Dynamics 365 ERP with Dynamics CRM and Power BI

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These days, business agility and data-driven decisions are key to successful outcomes. However, even with modern business application platforms like Dynamics 365, your sales and customer service teams won’t have access to valuable financial and operational data if your critical business systems aren’t integrated. This can impair decision-making and hinder collaboration – and create an opportunity for your competition to get ahead.

Having a holistic view of all company data from one source empowers sales, operations, finance, marketing, and customer service teams, allowing them to identify opportunities to upsell and cross-sell, reduce expenses, improve efficiency, and deliver truly personalized customer experiences (which, as you know, lead to greater profits.)

How can you get that 360° view of your business? Simply put, integrate your Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems and use Microsoft Power BI for reporting. Doing so will connect the different departments within your company and help you analyze all your business data in real time. Clear, actionable data from combined reporting allows your teams to function as a cohesive whole, driving better business outcomes.

Want to integrate your Dynamics 365 ERP and CRM systems?

Learn more about the benefits and get expert guidance for a smooth implementation.

Contact Western Computer

Breaking Down Data Silos with Dynamics 365 and Power BI

Integrating Microsoft Dynamics 365 Customer Engagement (CE) with your Dynamics 365 ERP and reporting on that data with Microsoft Power BI is more than a technological upgrade; it’s a transformation in how your organization accesses and utilizes data.

  • Unified Data Access: This integration ensures that data from disparate sources is accessible in a unified format, providing a comprehensive view of the organization’s operations.
  • Operational Agility: When operational data from ERP systems, such as production schedules and inventory levels, is combined with customer-facing data from Dynamics 365 CE, organizations gain agility. This agility enables them to respond quickly to market changes, customer needs, and operational challenges.
  • Informed Decision Making: The combined data offers nuanced insights, aiding leaders in making informed decisions.

Examples of Improved Operations

How can these improvements help manufacturers and distributors?

  • Manufacturing Adjustments: For manufacturers, this integration means being able to swiftly adjust production lines based on real-time sales order data and service tickets, thereby reducing waste and improving product quality.
  • Supply Chain Optimization: For distributors, it’s about adjusting supply chain strategies swiftly to meet customer demands more efficiently.

Understanding Key Relationships Through Data with Dynamics ERP and CRM

Integrating Dynamics 365 CE with your ERP and connecting Power BI provides unprecedented insight into key business relationships.

  • Comprehensive Customer Insights: By integrating CRM data with ERP-driven data, sales teams can gain a 360° view of their accounts, understanding every aspect of customer interactions, from sales opportunities to post-sales support and payment histories.
  • Vendor Analysis: On the procurement side, this integration allows teams to evaluate vendors not just based on costs, but also their impact on service quality and customer satisfaction.

Empowering Business with System Connections and BI

Once you’ve connected your ERP and CRM systems, you can reap the benefits through powerful data visualizations from Power BI, among them the following:

  • Executive Insight: Executives gain access to a dashboard of real-time data spanning the entire organization, enabling them to make swift, data-backed decisions.
  • Sales and Marketing Optimization: Sales teams, equipped with comprehensive data, can prioritize high-value customers and tailor their approaches accordingly. Marketing teams can leverage customer data to create targeted, effective campaigns.
  • Service Excellence: Service teams, armed with complete customer histories and product data, can resolve issues more effectively, enhancing customer satisfaction.
  • Operational Efficiency: The integration facilitates streamlined order processing, more accurate inventory management, and optimized supply chain operations, leading to overall operational efficiency.
  • Enhanced Collaboration: This integrated system fosters improved collaboration between different departments, leading to a more cohesive organizational approach to customer service and operational management.
  • Reduced Redundancy and Errors: Automating data entry reduces the risk of errors and duplication in data handling, leading to more accurate and reliable data.
  • IT Optimization: Centralizing data management simplifies the IT landscape, reducing costs and improving data security and governance.

Make the Connection with the Right Partner

Find out how other companies have obtained greater value from their Dynamics 365 CE and ERP systems through integration and Power BI reporting. As an example, see how Western Precooling Systems realized greater efficiency in business processes and gained real-time insights. You can also visit our website to take a look at some pre-built interactive Power BI reports that we’ve developed for Dynamics 365 Business Central customers – and we can do the same for you.

Contact us at Western Computer to explore how Power BI and a fully integrated Dynamics 365 suite can revolutionize your business operations. Our team of experts is ready to help you harness the power of your data for unparalleled business insight and growth.


By Western Computer |

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