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How Dynamics 365 CRM and Dynamics 365 Business Central Can Help You Build a Tighter Accounting and Sales End-to-End Process

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Lumina Copper S.A.C. is a mining company based in Peru that previously relied on an external software vender to run operations (including multiple financial procedures) and develop solutions. However, as technology evolved and improved, the company decided it wanted to update its processes to be more efficient, effective, and secure.

Lumina Copper S.A.C. spent some time looking into different solutions, but none had the level of innovation and modernization that they were looking for. That is until they found Microsoft, specifically Business Central and Dynamics 365. They found that the two platforms allowed their ERP system to achieve higher levels of optimization where financial, distribution, production, and accounting operations are now shown in real-time. 

The cloud-based solutions provided the company with central dashboards that display a complete overview of finances that can be accessed from anywhere at any time. Additionally, Lumina Copper S.A.C. automate several of its key processes, maximizing time and improving efficiency throughout the company.

There are hundreds of companies who have implemented Dynamics 365 and Business Central to optimize and automate crucial businesses processes just like Lumina. Many have used these platforms to increase productivity, make smarter decisions, and get deeper insight into customer data.

In this article, we’ll discuss Dynamics 365 and Business Central in further detail and how it improves your end-to-end processes. 

The Benefits of Having Two Systems

Many Microsoft users ask why Business Central and Microsoft Dynamics 365 are two separate systems. Wouldn’t it be more beneficial to join them? 

Despite these two systems being separate, they’re integrated. They work together to deliver deeper data insights, more flexibility, and a central marketing and sales planning and operations. For small businesses or acquisition or merger projects, these two tools are especially beneficial. 

Let’s take a closer look at the benefits of having two separate systems.

Keeps Data Unspotted and Accurate

The data stored in your marketing system is usually simple–names, email addresses, and phone numbers is usually all it holds. Duplicate or fale information may be stored in your system, which is ok. As data moves through your system, it gets verified to ensure everything is correct. All data has to be verified before it enters an accounting or operating system. This ensures that when you login to your system, you’ll only see accurate and real data about all of your vendors, helping you to make faster, more informed decisions. Plus, all data is kept clean and accurate as it moves through the lifecycle. 

Flexibility

With the cloud, the way you gather information has changed dramatically. Today’s CRM and ERP systems are collecting data from dozens of different locations such as Shopify, Amazon, eBay, Magento, WooCommerce, and more. Dynamics 365 is a powerful CRM system that is easily able to accumulate that data, locate duplicate data from various sources, coordinate communication between each source, and send it to the ERP.

Centralizes Marketing and Sales Planning and Operations

Having a central sales inventory and operations planning is incredibly beneficial to organizations as it allows both marketing and sales to communicate with ease. Essentially, a single sales team can offer additional products to other companies within the supply chain using a single interface.

For example, if a company bought large machinery from you, your central SIOP process would alert you of the purchase, giving you the chance to sell service contracts or a preventative maintenance plan. You would be alerted of this opportunity almost instantly, giving you the chance to increase profits.

Plus, your company will enjoy company-wide data analysis and visualization as all of your data will be stored in a single location.

Finally, a centralized SIOP process is especially beneficial for large, complex organizations as it can hide the many layers to your company and present a single face.

Perfect for Acquisitions, Mergers, or Startups

If you’re working on a merger, startup, or acquisition project, Dynamics 365 and Business Central allows for a seamless integration. There’s no need to go through the time, expense, and interruption of migrating an entire ERP migration. Using one of the many built-in connectors, you can connect the new system directly to the existing one.

Scalable Solutions

Whether you’re a simple, low-volume company or a large complex one, Microsoft’s solutions are easily scalable to your exact needs. Both solutions feature incredible tools that can be used all the way up the organization ladder. 

Let’s take a closer look into the features of each and how they can help you create a more seamless end-to-end process.

Data Visualization

Power BI is a platform provided within the Microsoft Stack. This platform allows users to gather, analyze, and visualize data that can be shared throughout the organization. Data is presented in a clear, simple way through dashboards that allow users to make quick, informed decisions. Each dashboard can be customized to provide different views of your business.

For example, if you work with a currency feed service on a regular basis, the Power BI tool can pull all the data from this system and present a visualization of your entire inventory, including individual parts. You can drill further into this data by selecting a location or part to get an idea of what your on-hand balance is for a specific inventory item.

One of the biggest benefits of the Power BI tool is that it allows you to dig deep into the data stored in the CRM system without leaving the ERP. This helps to save time and money as there’s no need to build an integration.

Built-In Connectors

Dynamics 365 features built-in connectors that allow you to quickly and easily integrate with Business Central. These connectors begin working with the CRM system as soon as they’re turned on.

Additionally, these connectors synchronize all the items within your data so you can see your on-hand balance as a single number.

For startups or smaller businesses, these connectors are especially useful as they help to reduce costs and can easily integrate with standard fields and tables. It’s important to note that these connectors may not work if you’ve done any customization to your CRM or Business Central solution. You may want to consider another solution as these systems don’t have room for much customization, which can create problems later on. However, this integration is perfect for those looking to get started with Microsoft solutions.

Import/Export Features

As one of the most popular features within Dynamics 365, this tool allows users to migrate existing data into the system from a CSV or Excel file. Other features include:

  • Task automation.
  • Customizable fields for both the target and source side.
  • Lines and headers for sales invoices.
  • Multi-table reports.
  • The ability to feature which columns are included or excluded.

The import/export method can also be used to create an integration with other tools within the Microsoft stack. This allows you to first create your design for the field and table mapping and then export that data into your spreadsheet.

Power Automate

This is Microsoft’s cloud-based workflow management tool where you can create and automate workflows which allows you to simplify processes and manage them more effectively. This tool allows you to create seamless workflows between your CRM, Business Central, or other third-party systems. This includes systems like Dropbox, Trello, Instagram, Facebook, or other solutions within Microsoft Stack.

Power Automate allows you to:

  • Conduct simple integrations using a low or no-code tool.
  • Build connectors to more than 300 public APIs or data sources.
  • Automate workflows (i.e. alert the sales or marketing team when a large order is placed or your teams have a competitive lead time).
  • Build automated businesses processes on your personal or professional computer.

For example, when you send email attachments, Power Automate can automatically save them to a SharePoint folder, helping the client access them without searching through numerous files. You can also use it to keep your team connected by creating a Power Automate flow that will notify team members whenever a new SharePoint is made.  

Seamless API Integration

Dynamics 365 features direct API integration, allowing you to connect with multiple applications and gather data from each one. This integration can be done very quickly, but is a little more difficult and expensive to maintain. However, we will say that the efficiency within Power Automate definitely makes up for the development costs. 

Why Choose Microsoft?

With so many systems and applications available, why go with Microsoft? Perhaps one of the biggest benefits of Dynamics 365 and Business Central is how flexible the tools are. You can easily configure each system based on the needs of your business–no matter how complex your processes. Each of the tools and features within these two systems help you to create more efficient and powerful business processes which can improve your customer service, marketing, and sales approach.

Other benefits of the systems include:

  • Powerful search and reporting tools that help you further analyze the data, helping you to make better, smarter decisions.
  • Increase your customer base as the two systems work in conjunction to identify promising opportunities or leads.
  • Eliminates data silos as all data is stored in a singular place that is easily accessible by your entire business.
  • Case management tools allow your customer service teams to more quickly respond to customer needs, boosting customer satisfaction. 

These are just some of the benefits that you’ll enjoy with Microsoft. Implementing these tools into your environment brings a number of incredible results which can lead to the use of other Microsoft tools. 

Let JourneyTEAM Assist You with Integration

Despite the ease of getting these two systems set up, you may need additional support or have questions about features later on. At JourneyTEAM, we provide customized support to organizations to ensure you’re getting the most out of these solutions. Whether you’re interested in having someone else handle the entire integration and setup process or have a few general questions about set up, we’re happy to help. Contact a JourneyTEAM representative now.

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