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With digital transformation permeating every industry, organizations are driving efforts to accelerate business outcomes, and achieve greater efficiency while minimizing costs. In order to lead the race, many organizations today are considering integrating their ERP and CRM systems and leveraging the combined benefits across collaboration, visibility, and productivity. While many have been using both systems, implemented separately, the integration of ERP and CRM in Dynamics 365 helps organizations share data and reduce manual efforts in replicating data such as masters and overlapping transactions between the two systems.
For businesses that use both CRM and ERP systems, with stand-alone data replicated in both, the manual efforts involved in maintaining and updating data and transactions in both systems is repetitive, counter-productive, and time-consuming. Therefore, many companies are now looking to integrate both systems, so that the data is managed in real-time and synchronized between both systems with the least amount of manual efforts and intervention. Here’s how integrating ERP and CRM can benefit you:
Integration provides companies with a holistic view of customer interaction, right from prospect creation, to sales and support. With complete visibility into customer needs, buying habits, and order history, you can achieve greater efficiency in purchase forecasting and budgeting, as well as, measuring and maintaining operational efficiencies.
Integration allows users anywhere, any-time access to accurate and fact-driven information, rather than just approximates. You can view the status of an order, inventory levels, order history, returns, payment, negotiation terms, discount terms, and trade agreements, as well as changes in business models or operations and make decisions that positively impact your bottom line.
Integration also drives higher productivity through streamlining processes and automating workflows. You can develop automated workflows across applications and avoid repetitive business process execution. Additionally, an integrated solution cuts down on duplicity of data entry tasks, improving inter-departmental communication, eliminating errors, and saving substantial administrative costs through efficient collaboration and information sharing.
A single platform also reduces costs in training the employees on both systems, and will allow for better decision-making. Having access to real-time data from multiple sources such as sales and operations, from a single, integrated platform can lead to elimination of repetitive transactions in both systems.
By reducing the time spent in entering, fetching, and sharing data, an integrated solution makes carrying out business processes straightforward, cost-effective, and quick. You can streamline business processes, automate workflows, and enhance employee productivity. A single interface offers access to the most accurate and up-to-date information, enabling employees to convert data into actionable insights.
Integrating ERP and CRM in Dynamics 365 is primarily through the common data model and common data services. The sets of data synchronized between both systems are accounts, contacts, products, sales quotations, sales orders, and sales invoices. Through such integration, transactional scenarios of sales and marketing activities in Sales, and order fulfillment using inventory management in Finance and Operations can be simultaneously executed.
The Data Integrator is a tool introduced by Microsoft specifically meant to integrate Dynamics 365 Finance and Operations with Dynamics 365 Customer Engagement. It consists of a common platform with out-of-the-box templates and pre-defined entities and field mappings to facilitate the data flow from source to destination. Data transformation to match data schema of both connecting systems can be done before it is imported. The templates for integration, along with custom templates, can be created and used by partner companies to extend the integration scenarios as required. In a nutshell, user companies can create connections to integration end points, choose customizable templates with predefined mappings as required, and then create and execute the data integration process.
Integration projects can be run manually or set to run on a pre-defined schedule. These are configured using PowerApps. A project contains mappings for one or more entities at a field to field level. Using an integration project, you can:
Connections are points of integration that must be set up in PowerApps. Connection groups are collections of connections, environments for connections, organization mapping information, and integration keys that can be reused among projects.
In order to access public templates, or define new ones, you will need to access the PowerApps Admin Centerand create a new project. Two templates are first set up to sync data for customers from Dynamics 365 Customer Engagement to Dynamics 365 Finance and Operations.
Name of the task in the project
A default value for the customer group must be defined in Dynamics 365 Finance and Operations so that when a new customer is created in Dynamics 365 Customer Engagement, Dynamics 365 Finance and Operations will have a default customer group to assign to the newly created customer record, and will avoid the error of not filling a mandatory field.
A valid site is mandatory to generate quotations and sales order lines in Finance and Operations. Default sites can be sourced from the individual warehouse setting in the product master, the customer master or the individual transaction header. Similarly, a warehouse is mandatory to process quotations and sales order lines in Dynamics 365 for Finance and Operations. This can be sourced from the same forms as the site I.D.
Choosing a language is mandatory to use the application. The default language value is received from the customer master.
1. Product data
2. Contact data
3. Quotations
4. Sales orders
Other details of the customer such as payment terms, methods of payment, default bank transaction types, bank accounts, delivery terms, shipping methods, though not mandatory, can be synchronized. For this, value mapping must be setup, specific to the data in the organization that the entity is synchronized between.
Integration between Dynamics 365 and Dynamics 365 Finance and Operation - Power Platform
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原文地址：https://www.cnblogs.com/lingdanglfw/p/14548686.html
