Why a Dynamics 365 CRM Integration will Enhance Your Business Central Solution

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Dynamics 365 Business Central has revolutionized the way SMBs manage their operations. By streamlining processes, automating workflows, and providing live, data-driven insights, medium-sized businesses now have the tools they need to make informed decisions that achieve results. Named the best overall ERP system of 2024 by Forbes Advisor, it continues to be the ultimate, one-stop-shop business management solution.

If your business has already implemented a Business Central solution, you’re well aware of the benefits this platform can provide. You might even be considering scaling your solution to connect even more aspects of your business to keep up with your growth. That’s why we’ve put together a webinar specifically around building on your Business Central implementation with a Dynamics 365 CRM integration. Hosted by our VP of ERP Services Blair Hurlbut, this detailed webinar highlights the advantages of connecting a Dynamics 365 CRM solution and how our custom connector enable users to enjoy the benefits of an interconnected Dynamics 365 ecosystem more seamlessly than ever before.

Watch the full webinar

Here’s a brief summary of some of the topics Blair covers:

The benefits of our Dynamics 365 CRM integration

Our webinar starts with a quick overview of the many benefits of Dynamics 365 CRM and how it is designed to help organizations track, manage, and optimize relevant customer information. With both platforms working together, you’ll no longer have to physically switch between multiple systems or spreadsheets to find those details – you’ll have access to sales and operations data insights all within one connected solution. This reduces the amount of manual input that would typically be required between sales and operations teams when creating quotes, orders, or fulfilling sales. Armed with faster access to relevant customer, finance, and operations data, you’ll be able to make smarter business decisions, optimize your workflows, and improve overall customer experiences.

How our connector tool makes it happen

Next, Blair walks through the Catapult integration tool for connecting Business Central and Dynamics 365 CRM. Microsoft’s out of the box integration tool has several limitations related to custom table mapping that require additional manual data entry. Because of this, we built our own custom connector to facilitate a more seamless connection between the platforms. As Blair explains, our Catapult connector tool leverages Power Automate to facilitate a simplified set up process, allows for custom field mapping, and eliminates the need for manual data entry between platforms.

A live demo of the integration in action

With an understanding of the benefits of this integration, it’s time to see it in action with a demo environment walkthrough. You’ll see firsthand how information flows between both systems as sales quotes and opportunities automatically create orders and account records in Business Central. Blair also shares examples of some of our clients who have leveraged this integration and how they’ve used the integration to transform their business processes and workflows.

Catapult’s implementation framework

After seeing the connected solutions working together a real-world setting, Blair walks you through our process for getting your business up and running with this integration the right way so you can start to reap the benefits of both Dynamics 365 CRM and Business Central. As Blair explains, before any integration takes place, we always start by conducting multiple analysis sessions to really get to know what your requirements are and build an understanding of what it is you want to get out of your Business Central and CRM solutions. While project timelines will vary depending on the size and complexity of the integration, Blair walks through the implementation process and framework from requirements gathering to launch, adjustment, and optimization.

How to cut costs with Microsoft new licensing’s model

 Finally, Blair discusses Microsoft’s new combined licensing, which may provide your business with significantly reduced pricing when you combine your Business Central license with Dynamics 365 CRM. On top of that, our bundled fixed-fee pricing model for our implementation and post-deployment services will help ensure there are no surprise fees, remove large upfront costs often associated with software implementations, and help with your internal budgeting process.

Watch the full webinar

If you already have Business Central but want to build on that solution with more sales and customer-driven features, then a Dynamics 365 CRM integration may be what you need. Watch the full webinar to learn more about the integration and how your business can take advantage. If you have any questions or are interested in a tailored demo or a quote for integrating Dynamics 365 CRM, please don’t hesitate to get in touch. Our experts are here to help and will do everything they can to understand what you're looking for and provide a solution that fits your needs and budget.

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