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A Guide to Dynamics 365 Business Central Integration - Evolvous

A Guide to Dynamics 365 Business Central Integration 

Dynamics 365 Business Central is a potent tool for managing various aspects of a business. But do you know you can do much more by integrating it with other applications? Dynamics 365 Business Central cannot only be integrated with other Dynamics 365 Modules but with a range of other Microsoft products as well. In this post, we will look at how you can execute Dynamics 365 Business Central Integration and how it can improve operational efficiency. 

Operational Challenges that Can be Solved with Microsoft Dynamics 365 Business Central Integration 

As a business, you might face several operational challenges. Thankfully, several of them can be solved with Dynamics 365 Business Central Integration. Here are a few of the problems that can be solved by integrating Dynamics 365 Business Central with other applications. 

  • Lead Management and Nurturing Issues

Managing and nurturing leads is a challenge, in every industry. You need to consolidate lead information, develop the right strategies, and execute a range of tasks accordingly. It is also desirable to have a system that predicts the outcome of the lead conversion strategies. 

  • Challenges in Accessing Customer Information 

Most businesses gather a lot of information about their customers at various points of their journey. Having access to vast amounts of information in a consolidated form can prove to be highly effective in managing customer relationships. However, the information is stored on different platforms which makes it challenging to find the right customer information at the right time. 

  • Managing Diverse Types of Documents 

From customer details to marketing campaigns and company policies, your business needs to manage a large volume of documents. When you are executing campaigns and projects through Dynamics 365 Business Central, it is important that you have easy and secure access to the required documents. 

Let us look at some of the ways in which Dynamics 365 Business Central Integration can help you overcome the challenges. 

Improving Leads Management with Dynamics 365 Business Central Integration with Dynamics 365 Sales 

Dynamics 365 Sales Business Central Integration can help you improve results with your lead management strategies. Here are some of the ways integration with Dynamics 365 Sales: 

  • Streamlined Lead-to-Cash Process: Integration ensures a seamless flow of information from lead generation to sales order processing and even invoicing. Most of the actions are executed automatically, with minimal human intervention. This reduces errors and improves overall efficiency 
  • Real-Time Inventory Management: By integrating Dynamics 365 Sales with Business Central, you can ensure real-time synchronization of inventory levels with sales orders. This enables accurate inventory forecasting, reducing stockouts, and improving order fulfillment rates. 
  • Improved Sales Forecasting: Integrating sales data with the financial and inventory information in Business Central, helps in accurate sales forecasting, providing insights into improving lead management 

How to Execute Dynamics 365 Business Central Integration with Dynamics 365 Sales 

Dynamics 365 Sales integration with Business Central becomes easy with support from Evolvous. It begins with configuring the data mapping and determining the rules for synchronization rules. Next, APIs facilitate the exchange of sales, order, and customer data between the two applications. Our team will also continuously monitor the test the integration to ensure streamlined sales processes. 

Manage Dynamics 365 Integration with the Help of Experts 

At Evolvous, we have helped businesses like you to manage and execute Dynamics 365 Business Central. Contact us to speak to our experts and discover how integration can enhance the functionality of your Dynamics 365 environment. 

Ensure Customer Data Accessibility with Dynamics 365 Business Central Integration with Customer Insights 

Dynamics 365 Business Central is a capable Customer Relationship Management (CRM) tool on its own. However, in the case of large businesses Dynamics 365 Business Central Integration with Customer Insights can be more effective in managing customer information. Here are some of the advantages that you get with Dynamics 365 Business Central CRM Integration: 

  • 360-Degree Customer View: With Dynamics 365 Business Central with Customer Insights, you get a comprehensive view of customer data, generated through various interactions. This enables a better understanding of customer needs, preferences, and behaviors. 
  • Personalized Marketing: By leveraging customer insights from Microsoft D365 Customer Insights, businesses can personalize marketing campaigns which can be executed with Business Central. You can make customized offers based on their value and preferences, leading to higher engagement and conversion rates. 
  • Identifying Cross-Selling and Upselling Opportunities: Dynamics 365 Business Central CRM Integration also helps you to identify cross-selling and upselling opportunities, increasing revenues and the lifetime value of customers. 

How to Execute Dynamics 365 Business Central Integration with Customer Insights 

The process of D365 Business Central integration with Customer Insights is like integrating with D365 Sales. The process starts with data mapping and developing the required APIs. We will have a detailed discussion with the stakeholders to ensure that we accurately understand your organizational needs and then develop a customized solution for your business. 

Discover Our Range of Dynamics 365 Solutions 

At Evolvous, we offer a wide range of Dynamics 365 solutions, not just integration. Click here to know more about how our custom solutions can help your business grow. 

Simplify Document Management with D365 Business Central Integration with SharePoint 

Here are some of the ways in which D365 Sales Business Central integration with SharePoint can simplify document management: 

  • Enhanced Document Accessibility and Collaboration: D365 Business Central Integration with SharePoint enables centralized document storage, along with version control and access control. Not only that, but it also allows different team members to collaborate on documents in real time. 
  • Increased Compliance and Governance: When you are executing campaigns through Dynamics 365 Business, you also need to ensure compliance with various regulatory requirements. SharePoint integration helps in implementing retention trails and audit trails. 

How to Execute Dynamics 365 Business Central Integration with SharePoint 

Evolvous also helps you to manage and execute Dynamics 365 integration with SharePoint. Here too, we start by data mapping and configuring the systems. Next, the SharePoint libraries are linked to the Business Central platform. In most cases, we also develop custom APIs to ensure that there is seamless synchronization between the two systems, optimizing collaboration. 

Explore Our Range of SharePoint Solutions 

Not using SharePoint as your document management system? No problem. We help you with SharePoint migration and even help you set up the environment from scratch. Visit SharePoint page to know more about services. 

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