Enhance Your Dynamics 365 CRM Solution with a Business Central Integration – CRM Software Blog

Dynamics 365 CRM is a vital tool for any business wanting to build and nurture customer relationships, identify new leads, and optimize their sales opportunities. It provides a 360-degree view on customer behaviours and touchpoints, so you can fuel your marketing strategies, create more personalized customer journeys, and close more leads based on real-time, data-driven insights.

If you’ve already implemented a Dynamics 365 CRM solution, you’re more than familiar with all the value it brings to your business. Now, with our recent webinar from VP of ERP Services Blair Hurlbut, we explore the many benefits of further enhancing your existing solution even more with a Business Central integration.

Watch the full webinar

Here’s a snapshot of the topics Blair explored in our webinar:

The benefits of a Business Central integration

Blair begins by walking through the many core capabilities Business Central offers to help mid-sized organizations streamline and scale their business, including interconnected finance, project, operations, and supply chain management. By integrating this enterprise-level ERP solution with your existing Dynamics 365 CRM solution, you can connect every aspect of your business for more efficient workflows, enhanced cross-platform communication, and access to live data and analytics that will drive more strategic decision-making.

What sets our custom connector apart?

Microsoft’s out of the box connector has often been used to integrate Business Central with Dynamics 365 CRM, but this method has several limitations. In our webinar, Blair explains how our team of consultants and developers have leveraged their experience integrating these platforms and the customer feedback they’ve received to address these limitations by building a custom connector that leverages Power Automate to allow for a smoother integration. It removes the need for any manual data entry and allows the mapping of any field you want – even custom fields – between Business Central and Dynamics 365 CRM. It also comes with built-in error handling capabilities that make it much easier to address any issues that arise during set up.

A live demo highlighting the integration in action

What better way to see the integration in action than through a live demo? Blair uses a connected CRM and Business Central environment to show how you can enhance your sales processes, share real-time data between teams, and reduce the amount of manual data entry by having a unified Dynamics 365 ecosystem.

Catapult’s implementation framework and pricing model

Next, Blair breaks down our integration implementation framework from requirements gathering and solution design all the way through to implementation and deployment, so your team will know exactly what to expect. And finally, to finish things off, Blair covers the potential cost saving benefits of Microsoft’s combined Business Central and Dynamics 365 CRM licenses and how our bundled fixed fee pricing model can help you in your budgeting process.

Watch the full webinar now to learn everything you need to know about integrating Business Central into you existing Dynamics 365 CRM solution.

Watch the full webinar

 

If you have any questions about integrating Business Central, want a personalized demo or are looking for a quote, don’t hesitate to get in touch with our team. We’ll be more than happy to answer any and all of your questions.

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