Integrating Microsoft Dynamics 365 CRM & Business Central: The Perfect Match?

In the world of business software solutions, Microsoft Dynamics 365 CRM and Microsoft Dynamics 365 Business Central have both become big name players. They’ve earned their place as powerful tools for enhancing and streamlining business processes with their wide variety of features and functions. They’re a great choice when it comes to ERP solutions and CRM systems. So if they’re powerful on their own, what can they do together?

In this episode of Tecman Talks Dynamics, Head of CRM, Jason, and CRM Consultant, Kelly, sit down together to discuss Microsoft Dynamics 365 CRM and Business Central integration.

As both solutions are part of the Microsoft world, you would think that integration between Dynamics 365 CRM and Business Central would be straightforward, simple and effective. But that hasn’t always been the case. We’ll be looking back to the days of Microsoft Dynamics NAV when integration was something you’d need the help of a developer to help navigate the challenges and limitations of integrating the two solutions. Seems odd for software developed by the same company, doesn’t it?

Thankfully, things have moved on since then. As Jason and Kelly explain, there has been significant improvement in integration abilities from Dynamics 365 Business Central version 16 onwards.

Out-of-the-box integration options will see you most of the way there now, with only a small amount of support needed from your Microsoft Partner making it a lot easier than it was. With later versions of Dynamics 365 Business Central, users can expect smoother integration, seamless data exchange, synchronization, and real-time updates.

Get an overview of what you need to do to get your integration started and what licencing you’ll need in order to link your two systems. From Dataverse, to Dynamics 365 CRM and Dynamics 365 Business Central, we’ll explain which licences are needed for set up, which you’ll need to keep hold of, and which you can remove once you’re integrated and ready to go. From here you’ll be able to link customers, accounts, vendors, items, products, price lists and more between Dynamics 365 CRM and Business Central, as well as what data you’ll be able to view and change (and in which system).

Integration has come a long way in the past few years. So listen today to start your Microsoft Dynamics 365 CRM and Microsoft Dynamics 365 Business Central integration journey and find out why they’re the perfect match when it comes to your business software solutions!