Microsoft Dynamics 365 Business Central + CRM Integration Demo | Dynamics Deep Dive Series

Stay Connected Without Switching Systems

If your team is jumping between tools just to get a full picture of a customer or transaction, you’re losing time. You might even be missing opportunities.

The integration between Microsoft Dynamics 365 and Business Central brings everything together, so your sales and finance teams stay aligned and productive.

If you want to:

• Sync quotes, orders, and invoices automatically

• Eliminate double entry and reduce time-wasting errors

• Customize what data flows, how often, and who controls it

• View accounting data from CRM without logging into Business Central

Then this guide will show you how this CRM integration simplifies your process and gives you more control.

Let’s start with how this CRM integration helps your sales team move faster.

Give Sales the Info They Need with No Extra Logins

Sales reps shouldn’t have to rely on accounting to answer simple questions. With this CRM integration, users can view real-time data like customer balances, open orders, and credit status without leaving their CRM.

This means:

• Faster customer updates without back-and-forth emails

• A clear view of order status and outstanding payments

• Less pressure on accounting to field sales questions

It’s all available in a dedicated accounting tab in CRM, and you can even customize what fields and data show up first.

Next, let’s look at how quote-to-order flow works without losing control.

Keep Orders Moving Without Giving Up Control

With this CRM + BC integration, your team can create and manage quotes in CRM that automatically sync to Business Central once they’re marked ready.

You decide who has permission to move a quote to an order. Want only accounting to finalize? No problem. You can restrict access to that step so your process stays clean and consistent.

This helps:

• Prevent errors from unauthorized updates

• Reduce duplicate entries across departments

• Ensure quotes are accurate before syncing to finance

And when speed matters, CRM integration allows the sync to be triggered instantly to meet urgent customer needs.

Let’s talk about how inventory, pricing, and products fit in.

Stay Aligned on Pricing and Inventory

Business Central remains your source of truth for inventory and price lists. With this CRM integration, data flows directly into the system so your sales team always has the right numbers. No outdated spreadsheets or guesswork.

CRM users can:

• See live inventory levels while creating quotes

• Use price lists set by finance to maintain accuracy

• Customize views by customer type or discount group

All of this happens behind the scenes with this CRM integration, giving you up-to-date tools to close faster and more confidently.

Now let’s take a look at what this means for reporting and visibility.

See the Full Picture from One System

Invoices, orders, quotes, and customer history all show up in CRM once CRM integration is in place. This means your sales team can track their activity and commissions without bothering finance or running separate reports.

You can also build dashboards that display key accounting data, like:

• Total revenue per rep or customer

• Outstanding invoices and overdue payments

• Quotes and orders per month or quarter

This CRM integration ensures everything is in one place, tailored to your team’s needs.

So, what’s the real impact of all this?

Get More from Your CRM with the Right Integration

With this integration between Dynamics 365 and Business Central, your team spends less time searching for information and more time selling, supporting, and serving customers. You eliminate double entry, reduce errors, and make collaborating easy.

But that’s not all CRM can do. CRM is more than a digital filing cabinet and can help you with tasks like sending newsletters, tracking goals and metrics, manage and automate leads, and much more.

If you’re interested in learning more about these topics, check out this playlist from our Dynamics Deep Dive series.

This isn’t just about syncing data, it’s about removing roadblocks and giving your business the full picture in one view.

Take the next step today and unlock more value from your CRM!

Ready to Transform Your Business?

Don’t make the same mistake hundreds of other businesses make when implementing CRM. Taking a simple, focused approach can save you thousands and help you get a fast ROI.

If you’re ready to transform your business with CRM, book a FREE discovery call today and learn about the best practices to stop you from wasting your valuable time and money.

Book a free call today!

Peter Wolf