Integrating Dynamics 365 Business Central with D365 Sales

Are you using Microsoft Dynamics Business Central to streamline your various business processes, such as finance, sales, operations, and more? Business Central, or BC in short, is an ERP solution and comes with basic Integrated CRM, such as contact management, opportunity management, campaign management, etc. Therefore, businesses willing to have a full-fledged sales solution to fulfill their advanced sales needs need to look beyond this.

In this scenario, considering Business Central Integration with Dynamics 365 sales is a good idea.

This integration offers extended features, leading to a more efficient lead-to-cash process and informed decision-making. This will also improve data accessibility, eliminating data silos between sales and other modules.

After integration, you can access the data from both solutions in real-time. For instance, you can check the inventory details from Dynamics Sales and prepare sales quotations. This data will synchronize in Business Central, which will be helpful for order fulfillment, invoicing, and payments.

Table of Content

Why Should You Integrate Business Central with Dynamics Sales?

Before we get into the details of Business Central and CRM integration, let’s understand the benefits first.

Enhanced Efficiency

Business Central integration can help your team improve efficiency by offering unified and up-to-date information. This reduces the likelihood of errors as you can access the data in real time.

Additionally, you don’t need to enter data manually into the system if you use Power Automate. Dynamics 365 Business Central incorporates Power Automate, an out-of-the-box functionality, to automate tasks, improving workflow functionality.

Real-Time Data Sync

After completing the integration, you don’t need to worry about updating the data in both solutions. Instantaneous data synchronization takes place across the solutions with a bi-directional method. When you make changes to Business Central or D365 Sales, it will automatically reflect others in real-time.

For example, if your sales team is using D365 Sales solutions after successful integration, they can leverage the data from the Business Central and can also make changes. Additionally, data sync offers data accessibility, empowering your team to take proactive actions, like offering discounts, and processing orders, and invoices.

Advance Sales Capabilities

Business Central has in-built CRM capabilities but has limited functionalities, including Sales. However, if you want in-depth sales capabilities, such as client management, conversation intelligence, contact management, and more, Dynamics 365 business central and CRM integration unlock these capabilities.

After integration, you can offer personalized quotes to your customers by accessing the intended data. Additionally, you can also identify the sales opportunities by assessing the requirements of the customer in various stages.

Enhanced Productivity

Business Central and CRM integration improve the productivity of your sales team. For instance, your sales team can directly access data from Business Central. They can access inventory levels and get accurate insight into sales forecasting.

Additionally, they don’t need to visit Excel to see data and change promptly. When the sales team updates information, it will automatically record it in the database.

Pipeline management

Dynamics 365 Business Central integration with D365 Sales allows for effective pipeline management. You can manage leads & opportunities and track the progress of deals effectively in various stages.

Let's Understand Dataverse Connector

In simple words, the Dataverse connector is a tool that allows these solutions to securely store the data and manage them. Microsoft Dataverse connector stores the data in a set of tables, and each table consists of a set of rows and a set of columns.

When you make changes in data in any of these modules, Dataverse will update the information in real-time, allowing quick access without any silo. Additionally, the connector allows data customization based on how data is mapped and synchronized on various platforms like Dynamic Business Central and Sales. 

How to Set Up a Connection to Dataverse? 

Business Central integrates with Dataverse first so it can seamlessly exchange data after integrating with other Dynamics 365 applications. One can visit the Business Central admin center for Business Central Dataverse integration. This integration ensures easier integration with Dynamics 365 CRM Sales and seamless bi-directional data flow. 

For integration, go to Settings in the Business Central and click on “go to Assisted setup.” Find the ‘Connect with Other Systems’ option. Now, you will have two options—Connect with Dataverse or Sales. Click on “Set up a connection to Dataverse.” If you click on the Sales option, you might ask to connect to Dataverse first. 

Now, let’s see, how to Integrate Business Central with Dynamics 365 Sales with the help of Dataverse:

• Choose the ‘Set up a connection to Dataverse’ by visiting the assisted setup page.
• Sign in with your administrator user account to connect with Dataverse.
• After signing in, choose ‘Next.’
• Make sure the currency in Business Central and Dataverse legacy connector are the same.
• Now choose ‘Finish’ to complete the setup.

After completing the set-up process for the Dataverse premium connector, you can go for Business Central integration with Sales.

Go to the Microsoft Dynamics 365 Connection Setup page and complete the integration. 

The processes of Business Central integration with Dynamics 365 Sales can be overwhelming because it requires technical expertise. If you want to leverage Dynamics 365 for Sales features, you must partner with a Microsoft solution provider like Dynamics Square.

Extend the Integration with Power Automate

Power Automate can help business users automate flows, enhance connectivity, and streamline processes where Dataverse is not available. It could create a trigger in real-time in Dynamic Business Central if you made changes in Dynamic- 365- Sales or vice versa. 

Moreover, Power Automate also allows Dynamics 365 Sales teams integration of tables, which is not included in the Dataverse connector. By leveraging Power Automate, you can address the scenario that is still not available in the standard tool. 

Common Challenges You Can Face While Integration 

There are certain challenges that you are likely to face while integrating Business Central and Sales. Let’s learn about them, one by one:

Data Migration

Data migration is a critical task and needs to be done with utmost precision. During this process, organizations, in general, face challenges such as data loss, data security, data consistency, data volume, legacy data, and so on. These challenges can lead to disrupted business operations.

Customization Issue

Business Central allows for customization to fulfill unique business requirements. However, it can complicate the integration process and make the system difficult to manage. You require the help of an expert to take care of customization and complete integration.

Technological Integration

Technology is rapidly improving, and you might face various issues, such as the need for staff training and compatibility issues. Additionally, employees might face challenges in adopting this system without training.

Lack of Support

Once the integration is completed, you will require ongoing support and maintenance for long-term success. Insufficient maintenance can lead to inefficiency and poor productivity among your team. 

If you want to overcome these challenges, you must contact Microsoft Solutions Partner like Dynamics Square.  

Ensure Seamless Integration with Dynamic Square

Now, you are aware of what exactly goes on behind the integration. You might be wondering, “How long does it take to implement Dynamics 365 Business Central?” Well, in general, it takes about 3-5 months. However, several factors come into play that decide the actual implementation time, including the size of the organization, complexity of operations, customization needs, and so on.

To get a hassle-free implementation experience, you can count on us. We are Dynamic Square, a renowned Microsoft Gold Partner, with a specialization in deploying several Dynamics 365 solutions to help businesses thrive. At Dynamic Square, we help you in Business Central Integration with Dynamics 365 sales.

You can reach out to us for Microsoft solutions, whether it is related to upgrade, implementation, or support.

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