Integrate Microsoft Dynamics CRM 2011 and Dynamics ERP Systems

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Many clients want to integrate Microsoft Dynamics CRM (MS CRM) with their accounting or ERP systems.  It's very logical to do so if you think about it.  Sales or any MS CRM user can now create quotes and orders and when the prospect is ready to buy they can create the account in the accounting system and push the order into the system with just a few keystrokes.

If the order, invoice and payment information from the ERP system is brought back into MS CRM, any CRM user can see the status of a sale.  Workflows can be setup to alert CRM users to follow up on unpaid invoices older than 30 days beyond the invoice date.  Reports can be run from inside of CRM that combine CRM data and accounting data into one report.

Microsoft has released a new version of their connector for MS CRM and Microsoft GP, AX, and NAV.  The great thing about this link is that it works.  It's straightforwad to implement and modify its maps.  And, it's a free add-on.  It doesn't get much better than that.

Here is a video demonstration put on by Rich Beliveau one of Microsoft's technical specialists for the Dynamics product line.

I hope you enjoyed this short demo and see the power of connecting your CRM system to your accounting system.  What this shows is that 1 + 1 > 2.  You have best of breed CRM plus best of breed ERP which gives you a powerful combination.

Thanks for watching this demo.  Please let us know if we can help you in any way with your CRM system and making it work with your ERP or accounting system.