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Integrating ERP and CRM Systems for Improved Data Visibility

Updated: Jun 30, 2023

A medical device manufacturer needed to seamlessly integrate their CRM and ERP systems to limit errors and improve data visibility.

guy using a stethoscope

This organization distributes medical products to suppliers all over the globe. With a worldwide customer base, it’s crucial for their ERP system, Dynamics 365 Business Central, and CRM, Dynamics 365 Sales, to efficiently communicate with each other. With a seamless connection, data is more consistent between platforms. Team members from sales and services to operations and finance would have greater efficiency, faster information availability, and fewer errors.

To effectively manage their complex customer data, sales and fulfillment processes, and financial data, the organization needed architecture and integration guidance as well as ongoing training and support on how to leverage both systems for the greatest ROI. This is when they turned to JourneyTEAM.

Dynamics 365 Customer Management Tools

Integrating Dynamics 365 Business Central with Dynamics 365 Sales with the guidance of JourneyTEAM provided this healthcare manufacturer with numerous process improvements, including increased visibility. Additionally, connecting these two systems enabled information to flow back and forth smoothly.

Leads and opportunities in Dynamics 365 can now also be properly gathered and managed by users. Opportunities for their sales team are easily converted to sales orders. Those sales orders created in Dynamics 365 Sales are sent to Business Central for fulfillment and invoicing which streamlines the process and saves user’s valuable time. Final invoices from Finance come full circle, providing the sales team with increased historical visibility. Users of both systems now have near real-time access to current and concise sales and fulfillment information.

This manufacturer was able to gain powerful insights into their sales and administrative operations by integrating their CRM and ERP systems. JourneyTEAM architects continue to provide end-user training and customizations, enabling the organization to see additional results from the adoption of their Dynamics 365 systems.

Looking to integrate technologies to improve data visibility and processes? Contact a JourneyTEAM solutions specialist today.


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