Microsoft Dynamics 365 Business Central & Dynamics 365 Sales integration
Create a unified platform that enhances productivity and customer insights by integrating Microsoft Dynamics 365 Business Central (BC) and Dynamics 365 Sales. By connecting these two powerful applications, you eliminate data silos, reduce manual processes, and give your teams access to comprehensive, real-time data. Dynamics 365 Business Central and Dynamics 365 Sales integration enable your organization to operate efficiently, optimize business processes, and foster stronger customer relationships.
Unify CRM and ERP with Dynamics 365 Sales & Business Central integration
Integrating Dynamics 365 Business Central with Dynamics 365 Sales enables a seamless flow of information between finance, operations, and sales. Customer data, sales orders, invoices, and product inventory updates seamlessly transfer between systems. This means your teams will have access to consistent, accurate information across departments, reducing errors and increasing decision-making efficiency. By synchronizing data and processes between sales and accounting, the integration ensures everyone works with the same up-to-date information. This leads to faster quote-to-cash cycles, fewer data entry errors, and improved operational visibility across departments.
Rand Group is your Dynamics 365 partner specializing in integration services designed to optimize business performance and maximize technology investments. Our team delivers tailored integrations that fit your unique business processes. We enhance integration by implementing best practices, providing comprehensive training, and ensuring continuous support and improvement.
360-degree customer view
With Dynamics 365 Sales and Business Central integration, sales teams get real-time access to inventory, credit statuses, and order histories directly within CRM. Finance teams get visibility into upcoming sales so they can plan proactively. This unified approach drives better collaboration and informed decision-making.
Real-time data synchronization
Integration ensures immediate, automatic updates between ERP and CRM systems, eliminating duplicate entries. With consistent information across departments, your teams can rely on a single, accurate source of truth.
Automated sales and finance workflows
Streamline your processes by automatically converting sales quotes from Dynamics 365 Sales into Business Central orders. Payment statuses and invoices seamlessly sync back to CRM, accelerating order fulfillment, invoicing, and cash flow.
Unlock the full power of your systems today
Connect Dynamics 365 Business Central and Dynamics 365 Sales to streamline operations, eliminate duplicate data entry, and create a unified view of your customers and business performance. Our team at Rand Group delivers tailored integration solutions that align with your processes and accelerate your quote-to-cash cycleโfrom opportunity to revenue.
Unlock the full power of your systems today
Connect Dynamics 365 Business Central and Dynamics 365 Sales to streamline operations, eliminate duplicate data entry, and create a unified view of your customers and business performance. Our team at Rand Group delivers tailored integration solutions that align with your processes and accelerate your quote-to-cash cycleโfrom opportunity to revenue.
Integrated quote to cash workflow
By integrating Dynamics 365 Sales and Business Central, you get a connected quote-to-cash process. With this integration, quotes, orders, fulfillment, invoicing, and payment are synchronized between D365 Sales and Business Central. When a deal is marked as won in D365 Sales, a sales order is automatically created in Business Centralโtriggering inventory allocation, invoicing, and downstream processes without manual input. This automation eliminates data re-entry, speeds up fulfillment, and improves accuracy from sale to cash collection.
- No manual data re-entry: Orders flow automatically, reducing errors and administrative effort
- Faster fulfillment: Sales and operations stay in sync, speeding up delivery timelines
- Timely invoicing and cash flow: Invoices generate instantly, helping finance recognize revenue and manage cash flow faster
Unified customer information and collaboration
When you integrate Business Central with Dynamics 365 Sales, you unify customer data across sales and finance systems. This eliminates silos and syncs accounts, contacts, and records between platforms. Everyone, from sales reps to finance teams, works from the same up-to-date customer information. This real-time visibility improves communication, reduces errors, and enables better collaboration across departments. Whether updating an address or reviewing payment terms, teams stay aligned, respond faster, and provide a more consistent customer experience.
- Single source of truth: Unified customer data ensures reports, insights, and communications are based on the same accurate information.
- Enhanced cross-team visibility: Sales sees financial data like invoices and finance views sales pipeline detailsโfostering proactive teamwork.
- Improved collaboration & service: Teams can address issues quickly and consistently, delivering better customer service and stronger relationships.
Case Study
See the power of D365 Sales and Business Central in action
Sapphire Gas Solutions needed more than just a new CRMโthey needed a connected system that aligned sales and finance. By replacing Salesforce with Dynamics 365 Sales and integrating it with Business Central, they eliminated manual data entry, streamlined sales processes, and created a single source of truth across departments. The result was faster onboarding, improved collaboration, and real-time visibility that empowered smarter decisions and supported rapid growth.
Case Study
See the power of D365 Sales & Business Central in action
Sapphire Gas Solutions needed more than just a new CRMโthey needed a connected system that aligned sales and finance. By replacing Salesforce with Dynamics 365 Sales and integrating it with Business Central, they eliminated manual data entry, streamlined sales processes, and created a single source of truth across departments. The result was faster onboarding, improved collaboration, and real-time visibility that empowered smarter decisions and supported rapid growth.
Real-time insights and smarter decision-making
The Business Central Dynamics 365 Sales integration brings your data together in one place. This integration gives teams across sales, finance, and operations a single view of business performance. Real-time sales opportunity data flows into Business Central, so you can forecast, budget, and plan with greater accuracy. Leaders can use unified dashboards and analytics to track the entire customer journeyโfrom lead to revenueโempowering faster, smarter decisions based on complete, connected data.
- Better sales forecasting: Real-time CRM data improves accuracy in revenue planning, demand forecasting, and inventory management.
- Comprehensive performance reports: Unified data enables end-to-end reporting across marketing, sales, fulfillment, and finance.
- Informed strategic decisions: Integrated insights help uncover trends, optimize processes, and guide evidence-based growth strategies.
Why integrate Dynamics 365 Business Central and Dynamics 365 Sales with Rand Group?
Decades of experience
With years of experience implementing and supporting Microsoft Dynamics 365 Sales and Business Central, Rand Group brings deep industry expertise to every project. Our team understands your unique business needs and leverages best practices to address challenges and ensure a smooth implementation.
Long-term partnership and support
Rand Group is committed to building long-term relationships with our clients, offering ongoing support and services to help your business grow and adapt with Business Central and D365 Sales. Our 90% client retention rateย is a testament to our dedication and effectiveness.
All resources in the US and Canada
We pride ourselves on having a fully dedicated team of experts in the US and Canada. With no contractors involved, we provide consistently high-quality service and support, ensuring you get the attention and expertise needed for every phase of your journey.
Certified Dynamics 365 experts
Rand Groupโs team consists of certified professionalsโarchitects, developers, data scientists, and engineersโskilled in the implementation, customization, and support of Dynamics 365. With years of hands-on experience, our experts deliver results that drive business success.
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