Business Central Integration with Dynamics 365 Sales: Details Worth Knowing

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Business Central integration with Dynamics 365 Sales sounds like a good idea, but to understand it well, we need to understand Business Central first and then why these two business solutions need to be integrated.

Understanding Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is cloud-based ERP software designed to help growing businesses streamline their operations. Listed as the ‘best overall’ cloud ERP software by Forbes Advisor for 2024, Business Central is an all-encompassing solution covering all important aspects of a business. Talking about the capabilities of this powerful ERP, some of them are:

  • Financial management
  • Supply chain management
  • Warehouse management
  • Manufacturing
  • Business intelligence
  • Sales management

Now, the question is, why is Business Central integration required when it already has sales capability?

The simple answer to this question is that the functionalities available in the Sales Management module in Dynamics Business Central are limited. It helps you with basic features like contact management, campaign management, interaction and demand management, opportunity management, and so on.

These features are sufficient for organizations where sales don’t take center stage or where the organizations are already using a different solution. However, for a more comprehensive sales solution, it is important to connect Microsoft Dynamics Business Central with Microsoft Dynamics 365 Sales.

Understanding Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales is a comprehensive sales solution that covers all essential aspects of a sales process. It assists the sales team in fostering relationships with clients, closing transactions, and advancing leads into orders. It offers functionalities to help the sales team close deals more quickly, meet customer requirements, eliminate tedious processes, and prioritize their pipeline using AI capabilities like automation and real-time insights.

Now, let’s dig deeper into the integration options available.

Dynamics 365 Business Central and Dynamics 365 Sales Integration Options

Integrating Dynamics 365 Sales with Dynamics 365 Business Central can provide valuable insights for your sales team by allowing them to view information from Business Central while working in Microsoft Dynamics 365 Sales. For instance, when preparing a sales quote, it could be useful to know the inventory levels to fulfill the order.

However, Microsoft has introduced ‘Copilot in Dynamics 365 Sales’ which is a generative AI assistant tailored to assist the sales team save time and energy, build up strong customer relationships, generate sales meeting summaries, and bolster overall productivity.

Here are the ways to integrate these two systems:

Integration via Dataverse

This is the recommended method for integrating online versions of Dynamics 365 Sales and Business Central. It involves using the Microsoft Dataverse connector.

Custom Programming

You can choose to integrate the systems through in-house development or by hiring external developers.

Third-party Integration Solutions

There are solutions available in the market that can facilitate Business Central integration with Microsoft Dynamics 365 Sales.

For a successful integration, you’ll need to:

  • Set up permissions and security roles for user accounts in Dynamics 365 Sales.
  • Configure connection settings in the setup guide.
  • Verify settings on the Dynamics 365 Connection Setup page.
  • Implement standard sales entity mapping.
  • Use the Assisted setup feature to select synchronization tables.

For a successful integration, it’s crucial to plan carefully and ensure you have the right expertise to manage the customization requirements. If required, seek assistance from a renowned Microsoft Dynamics 365 implementation partner.

Also Read: AI in Business Central

Benefits of Integrating Dynamics 365 Business Central with Dynamics 365 Sales

Microsoft Dynamics 365 Business Central integration with Dynamics 365 Sales, also known as Dynamics 365 CRM, offers several benefits, right from streamlining operations to enhancing business performance. Here are some key benefits:

1. Seamless Integration

Successful integration of these two business solutions allows for easy access to customer data, sales data, and financial data in one place.

2. Improved Data Accuracy

By ensuring data consistency across platforms, integration leads to more accurate and reliable information.

3. Increased Efficiency

It eliminates the need for manual data entry, reducing errors and saving time.

4. Advanced Reporting Capabilities

The integration provides advanced tools for analyzing business data, which can help in making informed decisions.

5. Customization Options 

Users can tailor the integration to fit their specific business needs, controlling how data is mapped and synchronized. 

6. Automated Fulfillment Process 

For online sellers, integrating Dynamics Business Central with e-commerce websites and marketplaces can automate the fulfillment process, enhancing operational efficiency, and customer satisfaction. 

7. Improved Customer Experience 

With a unified view of customer interactions, businesses can provide better service and support. 

8. Lower Total Cost of Ownership 

The integration can reduce costs associated with maintaining separate systems and the need for additional software or hardware. 

9. 360-degree View of Data 

It provides a comprehensive view of data across the organization, which can boost sales and improve decision-making. 

Additionally, the integration allows for near real-time data sync, ensuring that updates made in one system are immediately reflected in the other, further enhancing operational efficiency. 

How Can Dynamics Square Help You with This Integration? 

Dynamics Square is a trusted and renowned Business Central implementation partner with years of experience in providing different integrations across the Microsoft Dynamics 365 ecosystem.  

To learn more about Business Central integration with Dynamics 365 Sales and how it can easily integrate with other Microsoft solutions, contact us today! 

With rich industry experience, Dynamics Square has a pool of top-notch industry experts who can assess your business and suggest the solution that may align the best way with your organizational needs. In case any assistance is required, feel free to call us directly at +1 281 899 0865 or simply write us an email at arish.siddiqui@dynamicssquare.com.

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