By Henning Lund - September 14, 2020
Many companies across the globe are using an ERP solution to improve the efficiency of processes across their businesses – from accounting to warehouse to inventory to fulfillment. When they have reaped the benefits that an ERP solution can give them, they soon get interest in a CRM solution to complement their ERP and bring them a new focus on customer-relationship processes and data.
When you are using a Microsoft Dynamics ERP, whether it is AX, GP, NAV, 365 Business Central or 365 for Finance & Operations, Microsoft Dynamics CRM is probably the first CRM system that comes to your mind. This is quite logical, especially because if you want to reap the full benefits of your two systems, it is best to integrate them, and you could believe that the integration between two Microsoft Dynamics solutions would be easier than integrating with third-party solutions. But is that so?
Is Microsoft Dynamics CRM the only solution you should consider when you are using a Microsoft Dynamics ERP? This is a fair question, as there are many very good best of breed CRM systems out there, for example Salesforce Sales Cloud that are broadly used and have proven to be very efficient CRM systems. If you are, for example considering Salesforce Sales Cloud (CRM), should you be worried that it might not integrate with your Microsoft Dynamics ERP as well as Microsoft Dynamics CRM does? You shouldn’t. In fact, you cannot take for granted that a Microsoft Dynamics ERP and Microsoft Dynamics CRM have plug-and-play integration solutions, just because they both are Microsoft products.
Read also: Do you need both CRM and ERP?
Read also: To integrate or not to integrate? The ERP-CRM dilemma
When it comes to Microsoft Dynamics AX, GP and 365 for Finance and operations, it is very simple: Microsoft does not offer a standard integration to Microsoft Dynamics CRM. There is a long term vision around the common data model, but at the time of writing, there is no out of the box solution supporting this direction - not even if you need to integrate Microsoft Dynamics NAV/365 Business Central and Microsoft Dynamics CRM. Integrating these solutions is of course possible, but you need to be aware of the fact that you will probably have to involve a partner and you will most likely end up have to do custom development or deploy a third party tool.
Let’s take the concrete example of a company that is using Microsoft Dynamics NAV or 365 Business Central and is considering both Microsoft Dynamics CRM and Salesforce.com as their CRM system. Now, I cannot tell whether Microsoft Dynamics CRM or Salesforce.com is best suited to their business processes. But, one thing I can say for sure, is that it is at least as easy to integrate Microsoft Dynamics ERP with Salesforce as it is to integrate it with Microsoft Dynamics CRM.
Today, it is actually fairly easy to find data integration platforms that allow simple, effective data integration. In their early days, data integration platforms could be tricky to implement. Now, they can be up and running in just three to 10 days. They should definitely be considered too. For example, RapidiOnline is a fast, user-friendly and robust data integration platform that specializes in Salesforce-Microsoft Dynamics ERP integration. RapidiOnline even comes with out-of-the-box, pre-defined templates the most common transfers.
Read also: ERP-CRM: 9 most common integration points
So, what should you be focusing on when you evaluate a Microsoft Dynamics NAV – CRM solution versus a Microsoft Dynamics NAV – Salesforce solution? You should consider:
Read more about how RapidiOnline easily integrates with Microsoft Dynamics 365 Business Central here: