CRM software is a critical component of any successful enterprise. And if you’re looking to make the most out of your CRM software, it’s critical that you integrate it with the rest of your productivity suite. Avoiding duplicate data, improving access to information and ensuring all of your business’s collected knowledge is synchronized will ensure that you are operating at the highest level of efficiency.
Luckily, Microsoft Dynamics CRM and Microsoft Dynamics GP are designed to work hand-in-hand and provide you with exactly the power you need to manipulate and harness data to your business’s advantage.
The Microsoft Dynamics Environment
Since Dynamics GP and Dynamics CRM are built to interact with and rely upon one another, there are some unique functions available to users and business owners that take the time to properly leverage them. For instance, customer records can be directly synced from GP to CRM, and changes made to the record in CRM or GP will automatically update in the other software. What you end up with is a constantly synchronized trail of data that helps build a rounder and more detailed portrait of each of your accounts. A detailed log is kept of all updates and changes. The Dynamics adapter handles most of these requests, and assigns the various simultaneous updates made by individual parties in an organized fashion without any overlap or data loss.
The end result of CRM and GP integration is a more fluid and flexible accounts list that allows you and your employees to build powerful, deep datasets on each one of your clients and customers. With the two programs working in concert, you’ll not only have information, but context for that information. Microsoft Dynamics CRM and Dynamics GP are built specifically to integrate with one another—the majority of these powerful integration features are automated and available right out of the box`.
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