Business Central Integration with Dynamics 365 Sales: An Efficient Collaboration

The Business Central integration with Dynamics 365 Sales might sound like a strange combination, but it really exists. Business owners and decision-makers are opting for this collaboration to acquire advanced capabilities in business management. Before understanding the usability and features of this combination, let’s understand the need for this collaboration.

You must be thinking about the core concepts of this combination, as both solutions are Microsoft ERP. One, Business Central, is an all-in-one ERP solution for SMBs, whereas another one, Microsoft Dynamics 365 Sales, is specifically built to streamline complex sales operations. Both can manage businesses, yet they are built differently from one another.

Let me help you understand the need to integrate these two Dynamics 365 solutions. Business Central comes with standard sales capabilities but cannot tackle complex business processes. Whereas D365 Sales can deal with complex sales activities but cannot streamline different departments of a business-like Business Central does.

Imagine an insurance business that is seeking automation along with establishing a centralised approach for the entire business. They want to manage the operations of the entire business while offering an optimum level of customer relationship management. In such a scenario, Business Central Integration with Dynamics 365 Sales is a perfect fit for them.

What does Business Central integration with Sales offer you?

The integration of Business Central and Dynamics 365 Sales enhanced sales capabilities and helped manage businesses with ease. Despite being an all-in-one business solution, BC comes with standard built-in sales functionalities to tackle the basic sales needs of a business. Whereas D365 Sales can effectively manage all sales operations but lacks other business management capabilities.

This Dynamics 365 integration of native solutions offers powerful functionalities, like:

Deeper Sales Capabilities

Avail powerful sales features and capabilities with this integration to simplify complex sales processes. Some of the major features are opportunity management, advanced quoting tools, lead scoring capability, approval workflow, and more.

100% Data Visibility

Business Central can manage back-end operations, whereas Dynamics 365 Sales ensures real-time data insights to get you going all the time. With the integration, you would be able to check inventory levels, customer credit limits, product or service pricing, and the status of different projects altogether.

Streamlined Order Fulfilment

You can leverage powerful sales capabilities to process sales orders and purchase orders. Also, you can set up automation workflows to streamline order fulfilment and fetch data automatically in BC. It reduces the chances of manual errors and pushes you towards digitisation.

Enhanced Customer Experience

Get a unified view of customers as well as different operations to get a holistic view of the entire business. Capture the data insights to offer a personalised, authentic, and consistent customer experience.

Increased Sales Productivity

Automation lets the team eliminate recurring and manual tasks from the system. It saves a lot of time and effort that can be utilised in other important activities, resulting in enhanced productivity and efficiency. 

Is Business Central Integration with Dynamics 365 Sales Really Important?

It depends. If your business is seeking to simplify complex sales operations while connecting different departments of the business, this integration is for you. Also, it can help a business in different ways, like: 

Data Synchronisation

You can establish data synchronisation across both systems with a bi-directional approach. This approach allows you to make the entire system unified, where changes or modifications made in one solution will easily be updated in another one, and in real-time.

You can access any of the solutions to make changes to the entire system. Also, you can set up data mapping between different fields in both systems to ensure precise data synchronisation.

Once you set up the flow between systems, you will be able to get,

• Customer and contact information
• Inventory levels
• Generate sales quotes, orders, and invoices
• Apply pricing and discounts to customers

Advanced Sales Capabilities

Business Central comes with basic Dynamics CRM or sales features only. But, with the integration of Dynamics Sales, you can unlock those capabilities that are unavailable in Business Central. Such features include:

• Sales Automation: Automate different repetitive tasks to enhance overall efficiency.
• Advanced Quoting: Create personalised quotes based on specific product pricing and configuration.
• Opportunity Management: Track all sales opportunities from becoming a lead to a long-lasting customer through different stages.
• Lead Scoring: Track and analyse leads based on quality and their potential value to prioritise efforts.

Improved Inventory Management

Inventory management has become an essential factor in becoming successful in a highly competitive market. However, Dynamics ERP comes with various tools and features to streamline inventory management.

• Real-time Data Visibility: View accurate inventory levels directly on your centralised data platform.
• Lowered Stockouts: Get better visibility of all stock levels to eliminate any chances of stockouts.
• Reduced Carrying Costs: Avoid storing excess inventory to minimise overall storage and carrying costs.

Maximised Customer Service

Customer service is the key to understanding customer needs while ensuring the consistent growth of the company. This integration enables the business to offer an exceptional level of customer satisfaction, ensuring the following factors:

• Faster Turnaround Time: Accurate inventory levels and good order fulfilment promote faster deliveries.
• Reduced Order Errors: Automation leads to real-time data synchronisation to process quotes, orders, and invoices.
• Enhanced Issue Resolution: Access the customer history to understand the previous activities and resolve issues faster. 

How can Dynamics Square help you with this integration?

As a Microsoft Solutions Partner, Dynamics Square is specialised in offering different integrations across the Microsoft Dynamics ecosystem to enhance the existing performance of the system. You can even integrate third-party applications with Microsoft Dynamics 365 solutions to justify the uniqueness of a business.

Our industry experts will analyse your business to determine your exact needs. After evaluation, we will suggest the best integration options that you can opt for to make your business grow continuously.

In case of need, feel free to write us an email at info@dynamicssquare.co.uk or call us directly at +44 207 193 2502 to get instant support.