Our clients are always looking for ways to streamline operations and enhance customer engagement. It’s a task that is relatively low-effort and extremely high reward. One way we help clients do this is through the integration of Dynamics 365 Finance and Sales. This integration stands out as a beacon of efficiency in this technology-driven age, promising an interconnected experience between the back-office and front-facing teams.
Convergence of two Microsoft powerhouses
Our recent webinar highlighted the formidable union of Microsoft Dynamics 365 Finance & Supply Chain Management (formerly Finance and Operations) and Dynamics 365 Sales (formerly Dynamics CRM). The session unveiled how Dual-write, Microsoft’s integration technology, bridges the two applications to craft a cohesive ecosystem. But why is this finance and sales integration a game-changer for businesses?
The answer lies in the sheer power of unification. With Dual-write, organizations enjoy a single source of truth — a harmonized database where information is synchronized across systems. This means crucial data such as customer details, orders, invoices, and more is shared in near real-time. This gives you better analytics and drastically reduces the traditional time delays and errors that can plague manual transfers.
The below graphic from Microsoft highlights how this finance and sales integration can help your teams work better together.
Streamlining sales to fulfillment
Imagine a world where your sales team can promise customers accurate delivery times based on live operational data. Or where your finance team has immediate access to sales forecasts for budgeting and financial planning. This isn’t a utopian dream but reality with Microsoft’s Dynamics 365 finance and sales integration. Sales process inefficiencies are minimized, making every customer interaction count — without the back and forth typically encountered between sales and operations.
But the perks don’t stop at efficiency. Improved customer relationships stand at the forefront of this integration. The system facilitates more informed and prompt communication, enabling businesses to foster trust and reliability with their clientele by offering accurate, timely, and relevant information.
Sales Copilot leverages Microsoft ecosystem
Digging deeper into the toolbox, Sales Copilot emerges as the ultimate assistant for driving integration across Microsoft applications including Teams and Outlook. With its range of features like summarization and data retrieval, it not only enhances teamwork but refines context-based communication within the organization. This is particularly beneficial when managing complex leads and opportunities, ensuring no critical information slips through the cracks.
Here’s an example from our webinar of how Sales Copilot pulls together key information across systems to improve collaboration and communication:
Furthermore, Dynamics 365 Sales equips businesses with robust analytics to manage the pipeline efficiently and contact management tools to steer opportunities through to a successful closure. The screenshot below shows how the built-in analytics within Dynamics 365 Sales can help you track your team’s progress in real time.
Streamlining operations with Dynamics 365 Finance & Supply Chain Management
Switching gears to focus on operational aspects, Dynamics 365 Finance & Supply Chain Management (F&SCM) delivers analytical ability with dedicated workspaces and financial analysis. It extends beyond mere number-crunching to provide comprehensive project management capabilities and seamlessly integrates with CRM to synchronize opportunities and quotations.
A striking feature here is the ability of the system to spawn projects directly from project quotations transferred from CRM to F&SCM. This close-knit functionality allows for a lifecycle approach where sales and delivery meet, enabling a smooth transition from proposal to project inception without losing vital context or details. This screenshot provides an example of that seamless sales and finance integration:
Transform your business with Microsoft integrations
The integration between Dynamics 365 Finance and Sales is not just a mere convenience — It’s a strategic imperative for businesses seeking growth and efficiency. By adopting such synergetic solutions, you can position your company to compete more effectively, keeping pace with the digital transformation sweeping across industries.
Boyer, a Microsoft Solutions Partner, can help you implement these integrations successfully, ensuring that your business capitalizes on the full potential offered by the Microsoft ecosystem.
Learn more through our webinar, Better Together: Dynamics 365 Finance and Sales.
The discussion during the webinar emphasizes a clear message: the alignment of finance and sales is crucial, and with the right technology and expertise from partners like Boyer, any business can turn this integration into a catalyst for success.
Companies prepared to embrace this technological evolution can ride the wave of seamless connectivity. Are you ready to transform and elevate your business with this key Microsoft Dynamics 365 integration?
Contact our team of experts today.
