Have you recently invested in top-rated ERP and CRM systems like Microsoft Dynamics 365 Finance, SCM and Salesforce? If your answer is yes, then let us tell you that, in that case, you should necessarily ensure that the two systems remain in sync. By ensuring this, you would be able to get the most out of your investment.
Now, if you are confused about how to select the best Salesforce – Microsoft Dynamics 365 Finance and SCM integration, then don’t be concerned anymore as, in this detailed guide, we will let you know about this and the best tool that you can employ to successfully perform this job.
Although integrating with the Microsoft Dynamics 365 Finance and SCM is not at all an easy task, with the right tools in hand, you would be able to make this challenging work effortless. To get a clear idea about this, all that you need is to continue reading this blog post.
Elevate Your Sales Collaboration
In the present collaborative way of working, nobody from sales managers to executives is involved in closing any big deal alone. Instead, they believe in collaborating with everybody to achieve the best outcomes.
The whole sales team focuses on collaborating with colleagues from different departments like financial, legal, product development, and marketing. It not only aids in the growth of the business but also helps in building good relationships with customers.
Due to this reason, currently, companies have developed a completely new way of working by integrating extra software and tools for streamlining the processes and aligning colleagues, even if they work remotely or in distinct business units.
So, it becomes important to know the best ways in which you can enhance your sales collaboration in Salesforce and Microsoft Teams by building automated flows in Power Automate. We will try to discuss all these things in the following section:
Why Should You Go for Dynamics 365 Finance and SCM Integration with Salesforce?
With the help of real-time, automated, and two-way integration between Dynamics 365 Finance and SCM with Salesforce, you would be able to streamline lead-to-cash processes, eliminate any data entry errors and reduce overhead.
The best part about Dynamics 365 Finance and SCM integration with Salesforce is that it lets you have improved insights for streamlining sales channels, developing better customer relationships, and managing inventory productively and effectively.
Key Reasons
If you are still not convinced on why to go for Dynamics 365 Finance and SCM Integration with Salesforce, then don’t worry, as we will clear all your reasons doubts in the following section by talking about the key reasons:
-
Real Time Synchronization and Update
It helps in ensuring timely synchronization of customer accounts, products, contacts, and pricing between Dynamics 365 Finance and SCM with Salesforce. With the help of two-way data synchronization, any records that are updated or created in either system are automatically displayed in the corresponding system.
-
Back-Office Visibility
With the help of this, you can easily track the progress of any sales order as it moves through billing and fulfillment. You can again effectively monitor related customer financial transactions such as refunds and credits in real time or access the latest account financials. Finally, with complete visibility into your F&O and SCM back office from Salesforce, you would be able to gain a much better insight into customer relationships.
-
One Click Sales Orders and Quotes
With a single click, you can create sales orders along with quotes in Dynamics 365 Finance and SCM from won or closed opportunities in Salesforce, and that too in real-time. In this way, you can have all the related customer/accounts, contact details, and products automatically synced in between the two systems.
Now, let’s have a close look at the important tools which are mainly utilized in this integration procedure:
What Are the Key Tools That Are Used In This Process?
The best part about this tool is that it helps in hassle-free management. As the Dynamics 365 Finance and SCM with Salesforce Connector is deployed within your F&O and SCM ERP and so, you can easily manage the integration from within Dynamics 365 Finance and SCM. You can again get complete visibility into every aspect of the integration which includes record as well as field-level mappings.
Importance Of Using This Tool
Dynamics 365 Finance and SCM is identified as an effective tool in accomplishing the overall procedure efficiently. By utilizing this tool, you would be able to achieve many key objectives.
By employing this for your business, you can easily lower the chance of data entry errors, reduce overhead expenses, etc. Through this tool, you can again smoothly achieve two-way integration between Dynamics 365 Finance and SCM with Salesforce. All in all, this particular tool offers a diverse range of benefits which include the following:
Benefits Of Dynamics 365 Finance and SCM with Salesforce Connector
- This tool generally allows the creation of sales orders along with quotes in Salesforce in real time and that too with a single click.
- It aids in providing improved insight for better customer relationships.
- This tool offers complete visibility into every aspect of integration.
- It again allows better visibility into F&O and SCM back-office from Salesforce.
- Another key benefit offered by this particular tool is that it ensures real-time synchronization of customer accounts, products, contacts, and pricing between Dynamics 365 Finance and SCM with Salesforce.
Why Choose DynaTech Systems as Your Salesforce with Dynamics 365 Finance and SCM Integration Partner?
Are you in search of a Salesforce and Dynamics 365 Finance and SCM integration partner, who will make the overall work of integration easier? If yes, then DynaTech Systems is the name you can rely on. We are a Microsoft Solutions Partner and CMMI level 3 organization.
Our highly skilled team of professional experts always focuses on making the most out of your existing systems and improving them further. Now, it is high time you focused on accelerating your business turnover with us.
We, at DynaTech Systems, will handle all your complex business operations. So, you do not have to be concerned about anything. Get in touch with us today at sales@dynatechconsultancy.com to find out how we can assist you in the best possible manner.
