Getting to Know Microsoft Dynamics NAV Integration with CRM Solutions

Across the world, organizations—large and small—rely on Microsoft Dynamics NAV as their sole enterprise resource planning (ERP) solution. Using this tool, one that is often on-premises, companies automate, connect, and manage their sales, operations, stocks, accounting, and even purchase. From finance to reporting, Microsoft Dynamics NAV is a powerful system that can be customized to perform for your organization regardless of industry. Though, when you combine other tools through Microsoft Dynamics CRM integration, its abilities and benefits only grow.

You may not be familiar with the flexibility and productivity it affords your company. You might wonder whether you can actually make Microsoft Dynamics NAV power even more insight and efficiency for your business. You might even think that such an integration is not possible or necessary for your organization since it can be costly for an in-house team to develop an integration. Then, you could ask what other ways you can reach these benefits in a simpler, more straightforward way.

Let’s introduce the benefits of integration that give much more capability and flexibility to your company when you use a third-party, cloud option to synchronize systems. After you see the perks of enhanced productivity through integration, you can make an informed decision for your organization about when it’s really time to synthesize processes and eradicate resource-sinking errors or duplicate data entry.

Unified reporting boosts decisive confidence.

Data is the kind of information you need most when making decisions for your organization with real, material consequences. You rely on the clarity, completeness, and consistency of your source of truth. Unfortunately, siloed systems don’t resolve the errors that duplicate data entry inevitably produces. They also don’t make it easy to get a complete picture of your organization’s position. Bad data means poor choices.

Integration, however, enhances how clear and correct your data is, telling you how to proceed and guide your teams toward more success. When you sit down to peel through the layers of access, accounts, isolated databases, and customer records, think about this. Imagine that you could make it simpler and more profound to make smart decisions you can back up with proof. Don’t limit yourself or your organization. Find a way to redesign your ecosystem to enhance your confidence rather than shake it.

Integration eradicates problematic inefficiencies.

To start, it’s true that Microsoft Dynamics NAV and similar enterprise planning tools already save companies on costs. Through automation, management, and reporting, they steer organizations while decreasing the cost of training, for example. Time to task completion is also reduced. This leaves everyone with more time for essential and strategic work unchained from inefficient busywork.

These savings on resources, time, and effort can grow significantly through integration between a system like Microsoft Dynamics NAV and a CRM like Salesforce. When you integrate, you reduce time on all kinds of manual and duplicate data entry tasks. Moreover, it makes managing your organization more seamless, enjoyable, and competent as you keep track of contacts while managing orders and production.

Cloud-based integration secures your data.

Data threats are constant and maliciously persistent. Most businesses spend a good deal of time neutralizing these dangers to their organization and customers. Integration empowers new elements of security that protect data and information despite its centralized and synthesized storage.

You always know that there is a single source of the truth through integrated systems. And, you also get the reassurance that cloud-based integration solutions like RapidiOnline conform to even the most intense data security protocols. And, by design, you remove the unnecessary risks produced from having many different entry points.

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Integration means managing more intelligently.

If you choose to integrate Dynamics NAV and a CRM, you’ll quickly observe that there is such a thing as the end to using multiple tools to accomplish the same tasks. You can start to manage more effectively by using one source to control many of your most essential processes and data. Unlocking the ability to collaborate, process, and manage more intelligently, data integration between Dynamics NAV and CRM solutions is the road to scaling your business and exceeding customer needs.

Through enhanced reporting, security, management, and efficiency, the best reasons to integrate Dynamics NAV and a CRM become transparent. Now, you’re faced with the struggle to actually integrate (if you choose incremental, slow development) in-house. That might be more trouble than it’s worth, and many choose to avoid these challenges for the IT department by using preconfigured templates like RapidiOnline. At that point, integration becomes an obvious advantage.

Learn more about RapidiOnline and the easily attainable possibilities for integrating Microsoft Dynamics NAV with CRM solutions.