Introduction
Infostork partnered with a UK-based manufacturing company to integrate Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 Customer Relationship Management, creating a unified business ecosystem across sales, finance, inventory, and customer operations.
The objective was to eliminate data silos, automate workflows, improve visibility, and enhance collaboration between departments.
Objectives
- Connect ERP and CRM systems
- Eliminate manual data duplication
- Improve customer and operational visibility
- Automate data synchronization
- Enable real-time inventory and pricing access
- Improve collaboration between sales and finance teams
Project Overview
Industry :
Manufacturing
Client Location:
United Kingdom (UK)
Technologies Used
ERP & CRM
- Microsoft Dynamics 365 Business Central
- Microsoft Dynamics 365 CRM (Sales)
Integration
- Dataverse
- REST APIs
Infrastructure
- Microsoft Cloud Platform
Challenges
- Disconnected ERP and CRM systems
- Manual data entry and duplicate records
- Limited inventory visibility for sales teams
- Delayed operational reporting
- Inefficient order processing workflows
Solution Delivered
01
ERP & CRM Integration
Real-time customer and contact synchronization
Sales orders, quotes, and invoice integration
Inventory and pricing visibility within CRM
Automated data flow between departments
02
Connected Business Operations
Unified customer information
Automated workflows
Centralized operational visibility
Cloud-based integration architecture
Key Features
- Real-Time ERP & CRM Synchronization
- Customer & Contact Management
- Order & Invoice Integration
- Inventory & Pricing Visibility
- Automated Workflow Automation
- Cloud-Based Scalable Architecture
- Cross-Department Collaboration
Tasks Completed
- ERP & CRM integration strategy
- Dataverse configuration
- API development and integration
- Customer and sales data synchronization
- Workflow automation
- Security configuration
- Testing, deployment, and user training
Business Impact
Improved Efficiency
Reduced manual data entry
Eliminated duplicate records
Streamlined operational workflows
Enhanced Collaboration
Better communication between sales, finance, and operations teams
Unified business data across departments
Better Visibility
Real-time access to customer, sales, and operational data
Improved reporting and business insights
Improved Customer Experience
Faster responses
Accurate pricing and order information
Better customer engagement
Faster Order Processing
Connected sales and finance workflows
Improved operational coordination
Outcome
The project transformed disconnected ERP and CRM environments into a connected Microsoft ecosystem, improving visibility, operational efficiency, collaboration, and customer experience while creating a scalable foundation for future growth.
Ready to Connect ERP & CRM Operations?
Transform sales, finance, and customer management through integrated Microsoft business applications designed to improve visibility, automate workflows, and support long-term growth.