Interfaces CRM & ERP in the Data Flow
Connecting Dynamics 365 CE with ERP systems creates a shared data foundation for sales and service. Information is exchanged automatically and interlocks seamlessly across system boundaries.
What Interfaces Deliver Between CRM & ERP
Synchronize Master Data
Contacts, companies, and products are automatically synchronized between CRM and ERP.
At a Glance
- Centralized master data management
- Contacts and companies
- Product data from the ERP
- Up-to-date information
Display
Orders
Quotes, orders, and invoices from the ERP are available directly in the CRM.
At a Glance
- Quotes and orders
- Invoices and delivery notifications
- Status information
- Fewer manual entries
Support
Sales
Prices, availability, and customer creditworthiness from the ERP support quotes and coordination.
At a Glance
- Prices from the ERP
- Availability
- Customer creditworthiness
- Faster coordination
Use Key Metrics
Key metrics from the ERP can be combined in CRM dashboards and Power BI reports.
At a Glance
- ERP key metrics
- Dashboards
- Power BI reports
- Well-informed decisions
Connect Service
Repairs, maintenance, and cost estimates draw on information from CRM and ERP.
At a Glance
- Cost estimates
- Repair and maintenance
- Service cases in the CRM
- Information from multiple systems
System Integration
Dynamics 365 CE can be connected with other applications and industry-specific solutions.
Focus Areas
- SAP, Business Central & DATEV
- Specialist applications such as DANtouch
- Middleware & integration platforms
Ready to connect your systems?
Together, we’ll take a look at your system landscape and develop interfaces for seamless processes between CRM, ERP, and other applications.