An important note though is that you will need to designate a user account specifically for the integration. You will want to start with the connection setup wizard within Financials and input your Dynamics for Sales url to begin. Because these both live on the Office 365 platform you have the ability to integrate Sales and Financials without using third party integration tools like you would have had to do in the past or with other systems. So, in lies the question of how do you integrate the two systems so that customer and sales data is always synced together and the two systems are up to date. The main processes of Microsoft Financials are Order Processing, Invoicing, Payments, and Receivables, but it also has customer and sales management ability. The main functions in Microsoft Dynamics Sales are keeping track of and managing your Accounts, Contacts, and Opportunities, although it does have built in capabilities for quotes, orders, invoices, products and other financial functions.
It has evolved over countless versions to become a powerful tool for sales and customer service teams to keep track of client interactions and information. Microsoft Dynamics 365 for Sales on the other hand, has been around since 2003 and is Microsoft’s premier sales tool. It is a small to midsized company ERP Cloud solution that integrates with the Office 365 Suite of products and shares a lot of the new innovative functionality with these products, not to mention the familiar look and feel. Microsoft Dynamics for Financials was released in November 2016 and is Microsoft’s business application for company’s who have outgrown QuickBooks and other small business accounting and finance solutions. Posted on: Octo| By: Jim Bertler | Microsoft Dynamics CRM Integrate Microsoft Dynamics 365 for Sales with Dynamics Financials
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