How ERP and dynamics combine to offer best services for businesses

Digitization of businesses means more control over crucial business processes and enhancing their efficiency. CRM or customer relationship management software manages the data relating to customers such as purchases, contact information, preferences of the customers, grievances, and complaints, and much more. Efficient management of customer data with the help of CRM software not only helps in improving customer service but also provides insight into the purchasing behavioral trends of customers which helps in creating or improving products and services as per the overwhelming trend.

ERP or Enterprise Resource Planning software provides a centralized and simplified approach to managing various internal business processes crucial to the smooth running of the organization. These include ordering, shipping, tracking, billing, supply chain details, accounting, communication, and data sharing between various departments of the business, planning, scheduling, and much more.

CRM for front-end customer management and ERP for backend management can be integrated into a cohesive unit by the way of API integration. API integration enables the software to allow an exchange of data between two applications, CRM and ERP in this case.

How to deploy Dynamic 365?

There are professional Microsoft partners providing dynamics 365 services Singapore to small, medium, and large businesses. Everything right from deployment to the management of Dynamics 365 is offered to these companies.

Benefits of CRM and ERP integration

CRM and ERP on a single platform serve to centralize the entire data set regarding both customers as well as business processes. This implies that a single central interface is present to access data about customers, sales, support, or marketing. Thus, the business has all the necessary data in a single platform which helps in making quick assessments and business decisions.

Integration of CRM and ERP eliminates the chances of duplicate or inaccurate data. This, in turn, helps in improving the quality of data-driven business processes and customer services. For example, accurate data about shipping and billing would be stored by the ERP while CRM would store correct sales metrics and customer-related information.

Departmental collaboration is improved significantly by the integration of ERP and CRM. This is because real-time data is always available to every department. Data sharing is possible in real-time and multiple employees of various departments can access the same data at the same time. Access to up-to-date information eliminates confusion among employees and everyone is well informed at all times.

The efficiency of processes is improved drastically. For example, a sales representative takes a sales order from the CRM and makes an order through the ERP via a single interface. There is no need to enter data in multiple systems. Overall, the process is expedited. Access to real-time data by both sales and operations teams also helps in accelerating the approval process of customer contracts.

Features of Microsoft Dynamics 365

1. Microsoft Dynamics 365 is a cloud-based CRM and ERP application designed to manage a plethora of business operations such as sales, supply chain, marketing, financials, demand planning, customer service, projects and more. Dynamics 365 provides both CRM and ERP capability in a single system.
2. Dynamics 365 fully integrates with Microsoft Office suite and other Microsoft products. Thus, it is easy for the employees to work between apps because there is no need to transfer data between the applications. This saves time and improves the efficiency of the processes.
3. Dynamics 365 has many tools and modules which enable businesses to automate various processes related to sales, marketing, customer service, supply chain management, and more. Customizable tools are also available to tailor the process automation as per the specific requirements of the business.
4. Dynamics 365 makes real-time data and information accessible through a single platform. The employees have all the tools and insights at their disposal and don’t need to search for information by accessing CRM and ERP separately. As a result, the productivity of the employees is increased.
5. Dynamics 365 improves customer service immensely. This is because large volumes of customer data are stored by this platform which is easily accessible by the customer service team of the company. As a result, the customer service personnel can provide personalized solutions to the customers based on specific customer data.
6. Dynamic 365 deploys powerful business intelligence tools which provide data-driven insights into various parameters such as market trends, customer sentiments, brand loyalty, buying patterns and much more. Comprehensive reports including visual reports are created. The BI tools help in making business decisions based on hard figures.
7. Dynamic 365 is highly scalable. It can be scaled up or down depending upon the size of the business, workload and budget. Thus, Dynamic 365 can be used by small, medium and large enterprises.
8. Dynamic 365 works smoothly across devices irrespective of location. Thus, whether the employees are in the office or the field, they can easily access any kind of data they want from their mobiles, laptops, tablets, etc. Dynamic 365 is accessible through any web browser or apps for Windows, iOS, or Android devices.

Hi my name's Divyesh, I'm working on Digital marketing executive from a town called Rajkot-India. I currently work at Aegis Softtech, an award winning an offshore development company in India & Australia.