Session
Integrating D365 BC/NAV + CE/CRM: Choosing the Best Approach for You
You are using Business Central as your master system of records for managing customers, inventory, orders, invoices, and regular ERP duties. You’re also taking advantage of the Microsoft Dynamics 365 stack by incorporating Sales, CS, Marketing, or maybe FS or PO modules. You may even be leveraging the Power Platform by providing a web portal for your business partners or customers.
Chances are you want to streamline lead-to-order or customer service processes and avoid the pain of maintaining misaligned and/or duplicate records between your ERP and CRM systems (i.e., the same customer, multiple times with different data).
In this session, you'll learn key considerations when evaluating integration solutions, as well as the ins and outs of the most common options available to integrate both systems.
Get prepared to see real-life demos and leave the room with concrete, valuable takeaways of which technology to use and when, depending on your business needs.
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