Why integrating Microsoft Dynamics 365 CRM with Microsoft Dynamics 365 Business Central just makes sense

Microsoft’s CRM helps you manage customer relationships, sales pipelines, and marketing campaigns. Business Central handles your financials, inventory, purchasing, and operations. On their own, they’re powerful, but when they’re connected? You get a single source of truth across your business. No more silos, no more duplicated data, and no more guesswork!

Let’s also not kid ourselves, Business Central’s in-built CRM functionality cannot compete with what we expect a ‘CRM’ to do in today's world.

With Dynamics 365 CRM achieve:

• One View of the Customer
  Sales and finance teams can access the same up-to-date customer info—contact details, payment history, order status, all in one place. That means better collaboration and better service!
• Smarter Sales Forecasting
  Combine Dynamics 365 CRM sales data with Business Central’s financial insights to make more accurate predictions and sharper decisions.
• A Faster Quote-to-Cash Process
  Create a quote in Microsoft’s CRM and convert it to an order into Dynamics 365 Business Central, with a click of a button, no manual re-entry, no delays, no errors.
• Better Reporting
  With integrated data, you can build reports that cover the full customer journey, from first contact to final invoice.

How it works

Microsoft provides a standard integration between Dynamics 365 Sales and Business Central. It syncs accounts and contacts, transfers quotes and orders, maps products and pricing, and keeps everything updated in real time.

You can configure it using Microsoft’s built-in connectors, but that’s not all, we can extend it to your needs using the Microsoft toolkit too. No third parties needed!

Here’s our top tips for a smooth integration:

1. Set Clear Goals
   Know what you want to achieve, faster invoicing, better insights, smoother processes.
2. Clean Your Data
   Make sure both systems are tidy and up to date before you start the integration.
3. Get Everyone Involved
   Bring sales, finance, and IT teams into the conversation early to align expectations.
4. Test Before You Launch
   Run a pilot to catch any issues before going live.
5. Train Your Team
   Make sure everyone knows how to use the integrated system confidently.

Bringing Microsoft Dynamics 365 CRM and Microsoft Dynamics 365 Business Central together isn’t just about syncing systems, it’s about syncing your business, from those selling your product, to those shipping it.

You’ll work smarter, serve customers better, and make decisions with confidence!

Thinking about integrating? Let’s talk.