Integrating Your Sales Orders Using Microsoft Dynamics CRM & Microsoft Dynamics GP
Posted on: July 27, 2015 | By: Jim Bertler | Microsoft Dynamics CRM, Microsoft Dynamics GP
Lots of our current clients have one thing in common: their dissatisfaction with the level of integration between their different business systems. We hear a lot that they have to enter their customer data in various places over and over again, and when sales orders are placed there is often lots of paper to keep track of, which isn't ideal for most of our clients.
Many business owners somehow miss out on the important fact that Microsoft allows companies to integrate sales data from Microsoft Dynamics CRM over to Microsoft Dynamics GP. Before this, people using Dynamics GP had to spend a pretty penny just for a 3rd-party integration tool. Now it's never been easier to have a real-time view of your sales and invoice information and the need for lots of different Excel reports is going away.
There are lots of different ways you can integrate your Microsoft Dynamics GP and CRM data, but many of them only offer a one-way flow of data. When using the sales order integration between Dynamics GP and CRM, you can rest assured that you are always looking at information in real-time because it is a two-way flow of data.
If you want to improve accuracy and efficiency with keeping track of your sales orders and inventory, look no further than integrating Microsoft Dynamics CRM and GP.
We know there is a lot to learn, so if you have any questions or want to set up a consultation, reach out to us at Logan Consulting, your Chicago based Microsoft Dynamics GP and CRM partner.