DYNAMICS 365 CRM CONSULTING

A Guide to Dynamics 365 CRM Integrations with External Systems

This guide on Dynamics 365 Integrations with External Systems shows businesses must optimize processes, streamline data, and enable cross-platform compatibility.

Many companies seek external system integration solutions like the Dynamics 365 Connector for SYSPRO to unify disparate data sources. These Microsoft Dynamics integrations not only reduce manual data entry and improve accuracy but also ensure real-time access to critical information. As a result, teams can make better decisions, respond to customer needs faster, and focus on strategic growth initiatives. Tailored Dynamics 365 setups drive long-term success for both small businesses and enterprises.

Relevant links

• How to Dynamics 365 integrations with external systems
• How much does CRM Costs-Involved
• What Industries Benefit most from SYSPRO CRM

Benefits of Microsoft Dynamics 365 Integrations with External Systems like SYSPRO

• Automated Workflows – Reduces manual data entry and minimizes errors by synchronizing sales, inventory, and customer service data in real-time.
• Enhanced Data Accuracy – Ensures that all customer and operational data are consistent across platforms, improving the speed and accuracy of decision-making.
• Improved Operational Efficiency – Synchronization of processes across departments enhances productivity and reduces lag time.
• Scalability – Supports business growth by seamlessly adding new systems and expanding software capabilities.

When Should You Integrate Dynamics 365 CRM with Other Platforms?

• Is there too much (any) re-keying?
  • Any point in your processes where someone is re-keying (or cut-and-pasting) information from one system to another is both a cost and a failure point
• Do team members often call, email, or message others for unavailable information?
  • Data that is siloed in one department, for example, results in frustrating communications between departments and individuals that really gum up the works
  • The only exception to the ‘do not create data silos’ rule would be where the information is sensitive and access must be restricted for security reasons (e.g. Personal Identification data)
• Does your team struggle with cross-department or multi-individual approvals or other processes?
  • If, for example, a salesperson could simply view (but NOT edit) credit status information without bugging the finance department, some sales (with appropriate checks and thresholds) can be authorized immediately

What Are the Costs Involved in Dynamics 365 CRM Integration with Third-Party Systems like SYSPRO?

When choosing an integration solution, verify usage costs and limitations—Dynamics 365 CRM, for example, limits API calls and throttles high volumes.

Also, does the integration tool you are looking to use have its own limits or usage costs.  The Dynamics 365 Connector for SYSPRO, for example, has a flat annual fee regardless of transaction/data volumes, but other tools might not.

Some systems charge for storing log or error data. In Dynamics 365 CRM, extensive logging increases storage usage and may lead to additional Microsoft costs.

Three Industries That Benefit the Most from Dynamics 365 CRM SYSPRO Integration

• Equipment manufacturers get particular benefit from CRM and ERP/CRM integration.
  • Complex Sales Relationships and Processes
    i. Often, products are sold via distributors or resellers so CRM can be vital for managing Marketing to the End Consumer while at the same time tracking actual sales and pipelines to the dealer network (or equivalent).
    
  • Many such companies have warranty, support, and maintenance processes with the end users of their products.
    i. SYSPRO can track Serial numbers produced and sold to partners, but CRM can then relate them back to end users through a warranty registration process.
    
    ii. CRM can also handle the initiation of Warranty Claims, RMAs and related processes and services.
    
    iii. SYSPRO then tracks RMA completions, associated replacement goods shipments and/or repair job work
    
• Aerospace and Hi-tech Manufacturers
  • Companies supplying these industries have to keep very detailed records even when they manufacture only components of the final products. For the same reasons that equipment manufacturers benefit from CRM and ERP/CRM integration, hi-tech manufacturers also benefit from ‘closing the loop’.
    
• Configured Product Manufacturers:
  Companies that make highly configurable or engineered-to-order products benefit from sales tools (CRM). These tools support complex sales, often known as Configure, Price, Quote (CPQ).
  
  
  • Both Sales and Manufacturing in these situations require the formalization of complex rules governing what can be produced and what it costs.
  
  
  • Linking the Sales Complexity with the Manufacturing Complexity can be hugely beneficial.
  
  
  • ERP/CRM integration can, for example, create Bills of Material and Bills of Operations based on each unique sale as long as the two systems (CRM and ERP) “speak the same language”.