DYNAMICS 365 AND ERP INTEGRATION
Unify your CRM and ERP systems for smarter, faster business operations. xMonthly helps organizations bridge the gap between customer engagement and back-office operations by integrating Dynamics 365 CRM with ERP systems like Business Central. This service identifies integration opportunities that streamline workflows, enhance data visibility, and empower sales and service teams with intelligent tools like Copilot for Sales.
Service Agent
What We Deliver:
- Integration Strategy and Assessment
- We evaluate your current CRM and ERP environments to identify high-impact integration points.
- Customer data, financials, inventory, and service history are all considered high-impact for integration.
- Seamless Data Flow
- Our solutions ensure real-time synchronization between Dynamics 365 and ERP systems, reducing manual entry and improving data accuracy across departments.
- Enhanced Sales Productivity
- With Copilot for Sales, your teams gain AI-powered insights, automated follow-ups, and contextual recommendations driven by unified data from CRM and ERP sources.
- Custom Workflows and Dashboards
- We build tailored experiences using Power Platform tools to visualize key metrics, automate processes, and support decision-making across sales, finance, and operations.
Why Integrated Systems Matter:
Integrated systems mean fewer silos, faster response times, and better customer experiences. Whether you’re using Business Central, GP, or another ERP, xMonthly helps you unlock the full potential of your Dynamics 365 investment.
Let xMonthly connect your business from lead to ledger. Fill out the form below to get started!