One of the great things about Dynamics 365 is the native integration between different business functions. This short video is for current and prospective Microsoft Dynamics 365 for Financials customers looking for integration with a CRM application, in this case, Dynamics 365 for Sales.
In the past, financial applications that the accounting team used have been separate from the sales applications that the marketing and sales team used. This was important because these two divisions needed different information and needed easy access to only that information. However, maintaining, cross-referencing and updating two separate applications is incredibly difficult. What happens if a customer’s address changed? The accounting team may have taken note of the new address, but marketing and sales are using the old address. Someone forgot to update the address change in the sales application. Wouldn’t it be nice if you didn’t have to repeat the same task in two applications?
Microsoft Dynamics 365 for Financials is directly integrated with Dynamics 365 for Sales (CRM). This means that if a customer’s address changes, you only need to make the change in one application and it is automatically reflected in the other. What a time saver! Now, the whole company is on the same solution – giving everyone the most up-to-date information possible. There are many more features of Dynamics 365 for Financials integration with Dynamics 365 for Sales!
Watch as a Dynamics 365 expert demonstrates the capabilities of CRM (Dynamics 365 for Sales) integration with Dynamics 365 for Financials!