Benefits of Microsoft Dynamics NAV and CRM integration

Dynamics CRM Connector

Benefits of Microsoft Dynamics NAV and CRM integration

If your organization has limited IT expertizes and want to grow up with the latest technology with big data, Microsoft is here to assist your organization. Microsoft Dynamics CRM and Microsoft Dynamics NAV will assist your organization to process world of big data. You will see all of your customer and enterprise datasets in a single frame. You can easily work with anything you want.

Dynamics CRM and Dynamics NAV are almost same system. CRM is used in the production side and NAV is used in the customer side as an ERP system. Let’s have a look at the two systems,

Benefits of Microsoft Dynamics NAV and CRM integration

Now, we will discuss about the benefits of Microsoft Dynamics NAV and CRM integration.

Removing redundancies

Suppose, your organization uses a CRM solutions and your client uses an ERP system. So, if you want to complete a project with your client, you have to put information on the CRM solutions and at the same time, your client will put project information to their ERP system. So, both of you have to put same data in different system which creates redundancies and wastes your valuable time.

If you use Dynamics CRM and your client uses Dynamics NAV as ERP system, you and your client do not have to put data into both of these systems. If you put data into your CRM and share with your client, your client will automatically access this data from their NAV.

To Speed up business process

Removing redundancy will automatically make your process faster. Moreover, Integrated Dynamics NAV and CRM shares same datasets. You can easily share project information or specific information to your client. You do not need to send project document through emails or hard copy. Also, you can easily modify your project data and it will notify your customer that the project information has been updated and vice versa.

On the other hand, production lines can produce goods while viewing orders and forecast in details. This will help you to manufacture and warehouse products accurately that will save your money and resources.

Out of the box features

While you use Dynamics CRM and NAV, you have lots of out-of-the-box options. You do not have to waste your time to enter all the data manually. Moreover, if something is changed to your side that will have to be changed to the customer’s side manually. It will automatically be synched. So, a great amount of time will be saved.

Improved visibility

If you use Dynamics CRM as production owner, all the tasks will be assigned to the specific departments as well as specific people. The will have access to their tasks and they will be aware of it. So, not repeating tasks will be found. Whenever the tasks will be complete, the tasks owner will change the status of the tasks and his/her line manager will be notified.

The managers can easily manage their dashboards. They can distribute tasks and monitor easily. It’s a great platform for the managers to monitor production. If they find any problem, they can take action immediately.

From the dashboard, the top management can easily find out about the state of their business. They can take decision easily, because everything is on their sight.

Better customer service

Your customer will be benefited as much as you will be benefited by integrating NAV and CRM. They also get a speedy process, improved visibility and out-of-the-box features. Moreover, you can server a better customer service too through this integration. You can easily access customer request through your Outlook, modify entities and process request through just your Outlook client.

Share Contacts

If you use Dynamics CRM, you can share your contacts with your client’s Dynamics NAV and vice versa. The records in Dynamics CRM and Dynamics NAV are coupled and you can synchronize. Changes in either side will reflects in the other side.

Share this post

Leave a Reply

Your email address will not be published. Required fields are marked *