ERP-CRM: 9 most common integration points

Posted by Henning Lund on Wed, Jan 25, 2017

With today’s technologies, setting up CRM-ERP data integration projects is a seamless experience, one that can be done without changing a single line of code in your programs. No need to fear that your company will lack bandwidth to implement the integration thoroughly. For example, in most cases, when we implement a Salesforce – Microsoft Dynamics integration for our clients, the entire work is usually done within 3-8 man days in total depending on the scope, so it’s much easier to implement than most people think.

In fact, the trickiest part is probably to decide what you should integrate! Therefore, I have collected a list of the most common ERP-CRM integrations.


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Tags: Data Integration, integration, ERP-CRM

Microsoft Dynamics NAV – CRM integration: native connector vs data integration platform

Posted by Henning Lund on Wed, Jan 18, 2017

Anyone who has been following the struggles to successfully integrate Microsoft Dynamics NAV (NAV) and Microsoft Dynamics CRM since Microsoft Dynamics CRM was released in 2003 (at that time branded “Microsoft Business Solutions Customer Relationship Management 1.0) knows that it has been uphill to integrate the two systems with the standard integration. First there was no integration at all. Some partners tried to make a connector but the first many years, it was unstable and not generic enough.

Microsoft did try to include a standard integration between Microsoft Dynamics NAV and CRM in various releases, but it was not until Microsoft Dynamics NAV 2016 that they had something that actually seemed to work as intended. I’ve been working with both Microsoft Dynamics NAV and CRM for many years now and it has been quite frustrating to tell customers that the standard Microsoft integration didn’t work. I know that it’s something that has been very frustrating for many partners and customers.

I was thrilled when NAV 2016 came out with a new integration connector because it could remove a pain I’d had for many years. The only question that remained was: is the native connector as good as the integrations developed by partners in the past years? Take RapidiOnline, for example. The solution offers a standard integration between Microsoft Dynamics NAV and Microsoft CRM (and actually also many other systems such as AX, Salesforce, Oracle) with sufficient out-of-the-box functionality to even support more complex integration scenarios and data replications. It even serves the needs of international organizations with multiple ERP instances that want to integrate into a single instance of CRM - which the native interfaces are not designed to handle.


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Tags: Data Integration, Dynamics NAV - CRM, Microsoft Dynamics Connector

To integrate or not to integrate? The ERP-CRM dilemma

Posted by Henning Lund on Wed, Jan 11, 2017

Earlier today I received a copy of a cool presentation from one of the Nordic Salesforce Account Executives. It contained a little storytelling about the day-in-life of a sales manager and how this person would interact with CRM and what benefits he would get from integrating, in this case, Microsoft Dynamics AX with Salesforce, but in reality it could have been any ERP system.

Funny part is that all these requirements are covered by our standard Salesforce - Microsoft Dynamics integration, and it made me wonder if anybody has ever documented what the typical integration scenarios are. I did a quick search and failed to find any good description, so I decided to make one to share here.


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Tags: Data Integration, ERP-CRM

Data integration glossary – 12 definitions to help you understand what is what

Posted by Henning Lund on Wed, Jan 04, 2017

In the past few years, the volumes of data used by organizations has grown exponentially. Let’s face it: it has become vital for organizations to understand their data sets and organize them. In parallel with this phenomenon, a new series of data integration disciplines have developed with a whole new jargon: data migration, data warehousing, data synchronization, big data and business intelligence (just to name a few) have become such a hype. I’ve been wanting to put together a glossary of the most common data integration terms for a while... Here it is. 


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Tags: Data Integration, data migration, data cleansing

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