Table of Content
{
“@context”: “https://schema.org”,
“@type”: “VideoObject”,
“name”: “Dynamics 365 Sales Integration with Existing ERP System Explained”,
“description”: “In this short video, Jason Wietharn, Practice Director for CRM at Velosio, explains why it is important for SMBs to integrate Dynamics 365 Sales with ERP. Ha…”,
“thumbnailUrl”: “https://i.ytimg.com/vi/PqEw54OEUKQ/mqdefault.jpg”,
“duration”: “PT2M37S”,
“contentUrl”: “https://www.youtube.com/watch?v=PqEw54OEUKQ”,
“embedUrl”: “https://www.youtube.com/embed/PqEw54OEUKQ”,
“uploadDate”: “2024-07-17T14:08:37-07:00”,
“potentialAction”: {
“@type”: “SeekToAction”,
“target”: “https://youtu.be/PqEw54OEUKQ?t={seek_to_second_number}”,
“startOffset-input”: “required name=seek_to_second_number”
}
}
Velosio is excited to offer Sales Velocity Framework, a free integration for Microsoft Dynamics 365 Business Central that can bring Dynamics 365 Sales data into BC. This integration allows you to unlock the full potential of your customer data. By integrating customer and sales data into your BC-based workflows, you can pull even more data out of team-based siloes, enhance collaboration, gain deeper insights into your customers, and improve all your customer-focused decision-making.
Velosio’s Sales Velocity Framework integration allows companies using Business Central as their ERP to gain new insights into their customers and how those customers fit into wider business operations. Your teams can access real-time information on everything from customer financials to sales, communication, and engagement histories.
Thanks to better real-time visibility into sales team data, you can quickly respond to market shifts, manage customer relationships more effectively, and optimize your operations. The Sales Velocity Framework ensures you gain visibility into customer interactions, which will help streamline processes like invoicing, payments, and order fulfillment. Beyond operational efficiency, the Framework can foster stronger customer relationships by centralizing key data across departments, leading to improved data-driven decision-making.
By connecting these two systems, businesses unlock a range of powerful features.
One key advantage of this integration is improved pipeline management and forecasting. Dynamics 365 Sales enhances the forecasting capabilities of Business Central users by providing real-time insights into customer activity and sales opportunities. Finance and operational teams can adjust budgets, inventory refills, and cash flow projections accordingly. This integration also streamlines the entire sales process, providing a clearer view of potential revenue, deal stages, and expected closing dates.
Integrating these two tools also enables automated workflows between finance and sales teams, which reduces the need for manual data entry and frees work hours. For example, when a sale is made, the system can automatically trigger invoicing, inventory updates, and payment processing. This better aligns your teams and helps ensure they work with the most accurate, up-to-date information.
Through the Sales Velocity Framework, Dynamics 365 Business Central users can view sales activity and customer interactions in real-time, helping them better manage financial transactions, resolve payment issues, and keep the entire customer relationship running smoothly.
While Dynamics 365 Business Central and Dynamics 365 Sales are both part of the robust Microsoft platform, many partners and implementers have struggled to successfully connect the two applications. Velosio’s team of integrators and developers have simplified the connection, businesses to bypass the usual excessive costs of integrating Sales with Business Central.
We believe in the importance of integration between your applications so much that we’re giving it away for free. Typically, CRM integrations for Business Central or any other ERP often require a large budget and significant technical resources. By offering this service for free, Velosio removes the financial barriers that often come with integrating ERP and CRM systems, allowing companies to allocate those savings to other areas of their operations.
This offer is available to:
With streamlined workflows, automated data transfers, and real-time updates, your teams can close deals faster, forecast earnings and rates of return more accurately, and collaborate seamlessly with your sales team. These enhanced processes translates into faster time to value, enabling businesses to see results and improved return on investment (ROI) in a shorter period.
This integration offer also supports quicker onboarding for new employees, as users can easily access both systems without needing heavy technical support or complex training. The integration is designed to be intuitive, helping business teams adopt it quickly and with minimal disruption. With access to data across both platforms, employees can work more efficiently.
When you partner with Velosio, you form a strategic partnership beyond technology. You are positioning your business for success. As the #1 partner for Dynamics 365 Business Central in the US, Velosio offers comprehensive technology, services, and expert guidance to help your business thrive. With a dedicated in-house development team, Velosio has created multiple apps for Microsoft AppSource, providing customized solutions for Microsoft partners and clients worldwide.
Velosio’s expertise extends beyond technology. CPAs and finance experts ensure ERP implementations meet both accounting and operational needs. Recognized as a Microsoft Gold Partner with competencies in eight practice areas, Velosio has achieved Microsoft Inner Circle status for over 28 years, underscoring its exceptional performance in serving Microsoft Dynamics customers.
By partnering with Velosio, you are unlocking tailored solutions that drive business efficiency, ensuring your organization is ready for future growth.
The free integration between Business Central and Dynamics 365 Sales offers businesses an exciting opportunity to streamline their operations, improve customer relationship management, and enhance decision-making with real-time sales data. With cost savings, faster implementation, and improved sales processes, this integration is a powerful way to boost both efficiency and ROI.
Do not miss this limited-time offer. Schedule a consultation with Velosio today to learn more about how our team of experts can help you implement Dynamics 365 Sales and take full advantage of this integration. Let us unlock the full potential of your business together!
Talk to us about how Velosio can help you realize business value faster with end-to-end solutions and cloud services.