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Dynamics 365 Business Central Combines ERP and CRM Capabilities

Automation is no longer simply a convenience in our modern working world. In fact, it’s now become vital – vital for every facet of running a profitable, growing enterprise. Why? Because what automation effectively enables, is saving – saving on time, saving on resources, and, of course, saving on money.

But the lynchpin in a great set of automated capabilities in an organisation, is the cloud. Without cloud computing, automation is rendered null. And with it, a range of powerful business tools can be integrated, to form part of a central controlling hub, that brings all automated processes together, for more efficient implementation and control.

And one of the most vital of cloud-facilitated, automated integrations, is the joining of enterprise resource planning (ERP), and customer relationship management (CRM). Let’s talk more about this fusing of vital processes here.

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Integrating CRM and ERP – A definition

The process of integrating CRM and ERP can be defined as follows: The method of plugging-in and synchronising ERP software with a CRM capability. This is to make sure that consistent information, gathered through automation, is shared and populated between the two systems, to create a single hub, from which can be gleaned the most accurate of data and information.

How Business Central combines ERP and CRM capabilities

The way that Business Central combines ERP and CRM capabilities is by having one platform that can be customised to meet the specific needs of each business. This customisation is done through Microsoft’s PowerApps and Flow platform. By having this customisation, businesses are able to save costs on deploying separate CRM and ERP systems.

How does ERP and CRM work together?

With this integration, businesses are also able to have access to crucial information faster, eliminate tedious data entry and duplication, as well as reduce IT and training overheads. All of these factors lead to a 360-degree view of your customers which is how Business Central provides an all-in-one solution for managing your business.

Recap - benefits of ERP and CRM integration

When it comes to having a successful business, it is important to have a system in place that can help you manage all aspects of your company. Business Central provides that solution by combining the features of both ERP and CRM systems into one platform. This not only saves you money, but also time and resources that can be put towards other areas of your business.

Some key benefits of having a combined CRM and ERP system are:

  • Saving costs on deploying separate CRM and ERP systems 
  • Faster access to crucial information 
  • Eliminating tedious data entry and duplication 
  • Reduced IT and training overheads 
  • A 360-degree view of your customers 

At Strategix, our mantra is: business, simplified. We solve real business problems by understanding, interpreting and translating business requirements into tangible business benefits. Our approach to guiding your organisation through its digital transformation, is simple, transparent and results driven.

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