Integration of Dynamics 365 CRM with Business Central
We professionally configure the integration between the accounting system and the sales department to eliminate data gaps. Need to implement Microsoft Dynamics 365 CRM from scratch or connect it to your ERP without chaos or unnecessary risks?
Official Microsoft Partner
of ERP Automation Experience
Completed Projects Across 12 Industries
BAS and Microsoft Dynamics 365 Business Central
Outdated tools significantly slow down company growth, while modern ERP technologies provide management with complete and transparent control over the company’s finances and resources. This helps eliminate management delays and accelerate decision-making.
Balance consolidation takes weeks because bank statements are reconciled manually and data is spread across separate spreadsheets. Management doesn’t see the actual cash-flow position until 10–15 days later, after some decisions have already been made.
Automated bank statement imports, instant cost calculation, and a complete financial period close within three days.
Inventory discrepancies, delays in order picking, and a lack of up-to-date data lead to downtime and financial losses. Stocktaking takes weeks, while shortages are often discovered only after a shipment has already been disrupted.
WMS-enabled bin management, automated picking route optimization, and real-time tracking of goods in transit.
When data is transferred manually between Excel spreadsheets, it can be lost or duplicated. No department can be certain that it is working with up-to-date information.
A single source of truth where creating a sales order automatically reserves inventory in the warehouse and generates an invoice without any manual data duplication.
The business owner is forced to personally approve minor payments because the process can’t be trusted. Delegating financial decisions without a reliable control system creates a risk of misuse or errors.
A configurable approval matrix in the Workflow module based on transaction amounts, financial responsibility centers, and expense categories.
Managers spend up to 40% of their working day manually completing repetitive documents. Day-to-day operational tasks consume resources that should be directed toward strategic priorities.
Document templates, automated recurring invoicing, and automatic order creation.
Collecting source documents creates chaos and stress for the accounting team. Data is scattered, some documents are missing, and every audit turns into a stressful project lasting several weeks.
The system is designed from the outset around strict principles of transparent and easy-to-understand financial auditing. Every transaction is fully traceable, and a complete audit trail is generated automatically.
The on-premises database is not designed for large-scale operations. Multi-currency accounting, the simultaneous operation of multiple legal entities, and high transaction volumes lead to system failures and reduced performance.
Automatic horizontal scaling of Azure cloud resources during peak workloads, without performance degradation or intervention from the IT team.
The integration synchronizes CRM orders with finance, warehouse, and manufacturing functions in Business Central. Customer data automatically triggers serial inventory tracking, cost calculation, and tax reporting, providing full control over holding company operations.
Customer records from the CRM are automatically transferred to the ERP system. No duplicates or lost contacts during synchronization.
Deals from the sales pipeline instantly create orders in Business Central, triggering product shipment or production.
Sales managers can see payment status in the CRM immediately after the accountant processes the bank statement in the accounting system.
Product catalogs, descriptions, and current price lists are updated in the ERP system and immediately become available to managers for calculations.
Managers can see actual warehouse stock levels while creating a deal, preventing the sale of unavailable or insufficient-stock items.
Service request history is linked to the customer record. The team can see all complaints and repairs in a single interface.
Lead, margin, and sales data are consolidated into real KPIs to support accurate management decisions.
Purchase history from the ERP system helps segment the CRM database more accurately for effective personalized campaigns.
Process: Conducted through two to three meetings with the client, during which we interview stakeholders and identify the key business pain points. Based on our expert assessment, we prepare a list of the required work and present it to the client.
Primary Purpose: Provides a high-level understanding of the project scope needed for the initial decision: which platform to choose and whether to proceed.
Outcome: We provide a preliminary estimate of the project scope, timeline, and budget. At this stage, the figures are indicative, and the actual costs and timelines may differ significantly from the initial forecast.
Duration and Cost: Takes from one day to two weeks and is provided free of charge.
Process:
Primary Purpose: Gives an understanding of the project’s real scope before it starts.
Outcome: Estimate accuracy is within a 10% margin of error, and cost remains under control. The client receives a validated model of the future system, a technical specification, a project estimate, an implementation schedule, and a roadmap.
Duration and Cost: A separate phase preceding the main project, with cost ranging from 5% to 30% of the budget: the closer the project is to standard functionality, the lower the assessment cost.
Most challenges in CRM projects are related not to the system itself, but to the approach used to implement it. Our methodology is the result of 25 years of experience and more than 200 completed projects.
We conduct a series of interviews with users across all areas subject to automation and document the processes and requirements in formal records. We model the processes using the standard system configuration and validate their accuracy together with the client. Based on the Fit-Gap analysis, we identify discrepancies between business needs and standard functionality, prepare the technical specification, and assess the feasibility of each customization.
Based on the results of the Discovery phase, CBPM Service specialists present the client with the model of the future system, the technical specification, project estimate, and implementation approach. We agree on the project schedule and roadmap with the client and project team before implementation begins.
CBPM Service analysts define the list of objects to be migrated, the format and sequence of the migration, and agree on these with the client.
We implement Microsoft Dynamics CRM using a sprint-based methodology, with coordination meetings every two weeks and a mandatory monthly meeting with the project sponsor. This ensures controllability and transparent project status at every stage. We carry out all customizations in accordance with the approved technical specification and demonstrate the completed functionality to the client.
We provide initial training for the client’s team so that users can work in the system while testing it against their own business processes.
We process master data and product catalogs separately from balances, including inventory, cash-related liabilities, settlements with customers and suppliers, and payroll. Before migration, we perform data mapping and remove outdated information. Our experts carry out the export using dedicated scripts as of a specific date and transfer the agreed data scope to the test database.
The client works in the new system in test mode. Based on the results, we either proceed directly to production operation or document a list of required refinements.
We implement the agreed refinements and confirm readiness for production operation, after which we switch the operational environment to the new system. CBPM Service consultants work alongside the client’s employees during the first reporting period close, identify any issues, and promptly resolve deviations. We then provide ongoing support and maintenance in accordance with the SLA.
The timeline depends on the scale of the processes. Integrating Microsoft Dynamics 365 CRM with ERP typically takes anywhere from a few weeks to two months. We define the project schedule at the very beginning, so you know the release date in advance and can plan your team’s workload predictably.
Yes. An open API allows Business Central to be integrated with virtually any software. However, using products from the same vendor provides the highest stability, faster data exchange, and fewer technical issues. Working within a unified environment also reduces the risk of losing important information.
Our team can implement and configure Microsoft Dynamics 365 CRM from scratch as a turnkey solution. We build the right customer management and sales pipeline logic and then connect it directly to the ERP finance, warehouse, and logistics modules for automatic document transfer.
Employees will no longer need to copy documents manually. Sales managers will see actual warehouse inventory directly in their interface, while the accounting team will instantly receive generated orders. This eliminates operational chaos, delays, and human error.
We provide full technical support after launch. Our specialists advise employees, update configurations, and quickly add new functionality. We ensure that the Microsoft Dynamics 365 CRM and ERP integration remains stable even as your holding company scales rapidly.
Leave your contact details and briefly describe your situation, including your current system, number of users, and the issues you would like to resolve.
A 30-minute conversation to discuss your pain points, timeline expectations, and the project delivery approach so we can select the right team for your needs.
Technical audit of the IT architecture, project scope and boundaries, system concept, and preliminary roadmap.
A specific document outlining the scope of work, timelines by stage, and cost.
