Dynamics 365 Business Central Integration with CRM (Sales)

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Ready to revolutionize your business processes? In this comprehensive video, we'll guide you through the powerful integration between Dynamics 365 Business Central and CRM (Sales). Discover how these two platforms collaborate to streamline your sales, customer management, and financial operations. We'll explore real-world use cases, demonstrate data synchronization, and highlight the benefits of this integration for your organization. Whether you're a sales leader, financial manager, or business owner, this video is your gateway to achieving synergy between Business Central and CRM (Sales). Join us and unlock the potential of integrated workflows, enhanced insights, and a unified customer experience. Let's embark on the journey of integration and elevate your business operations!

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Thank you for this informative video, do you know how we can sync Item Variants from Business Central to D365 Sales so that salesperson can add variants into line items of quote and orders?

yadnyeshkuvalekar
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Excellent video Saurav. Thank you.
Is it the same for On-Prem installation of business central and MS Sales on cloud?

sryd
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Thank you for your video. BTW, what is your next video URL?

garywhitewolf
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Hi, i did the integration but there's a issue with the item unit of measures and unit groups and items.when try to sync units from crm to bc it doesn't sync. Can you do a video specifically for sales orders and items

dhananjayaperera
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Do I need to setup BC and sales within the same account?

concordiafung