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How Salesforce Dynamics GP Integration Works in Industry


Your company has prepared. With every passing milestone and quarter, leadership has paved the way toward success by choosing the right tools and workflows to make the business run. Yet, many do not notice a gap in their ecosystem which silently causes inefficiencies in various roles, holes where data disappears, and big losses to productivity that tax budgets. This is the reality of siloed tools, and the opportunity presents itself to choose Dynamics GP and CRM integration.

You might wonder why. After all, Dynamics GP (Great Plains) and a CRM like Salesforce work exceedingly well. As a full-fathom ERP, Dynamics GP enables powerful corporations to manage their business intelligence, staff management, fiscal operations, human resources, and more.

Then, a CRM handles all the contact between the business and its clients—ensuring high standards for interaction. Equipped with both, companies may still find difficulty in getting the full picture, accessing data, and leveraging information strategically. It appears that holding both tools is not enough as the business grows and scales.

Interestingly, it is the growth of your business that pushes the need for integration. Without it, divides between where you are and where you want to perform only grow. You find yourself tasking your team with manual data entry, transferring notes and files across databases, leaving missing, incomplete, and incorrect entries throughout. This wastes time, money, and effort without fixing the central issue of system isolation.

See how companies in the following sectors overcome the challenge of siloed databases and independent platforms.

ALT: Merging operations with interactions, Microsoft Dynamics AX integration with a CRM improves processes while empowering teams.

For Manufacturers 

For those in manufacturing, Microsoft Dynamics GP works well to identify the material and resource-based needs of your company. It also helps you to plan how these materials and resources will be siphoned throughout your organization as it fulfills orders and follows the supply chain. You can then organize how to procure even more resources to grow business and maximize reach.

As part of a CRM integration, the management of resources gets enhanced. You can connect your Dynamics GP data to all the customer records (sales, orders, tickets, etc.) that disparate teams hold. In this way, you can cut time to access without needing information requests, empowering resource and team management to make allocation choices with more precision.

For Retailers

If you sell, an ERP promotes you as a source of consumption. It supports your company in keeping up with consumer demand and proves as essential as it is for manufacturing. Of course, the insight and direction that Dynamics GP can offer are cut partially by its isolation from other systems, missing the greater perspective of what’s happening with customers beyond the supply chain.

By contrast, an integrated system combining Dynamics GP and a CRM means managing margins better with clear views of customer contact with your company. Synergizing core functions like finance and supply chains with customer trends, preferences, opinions, and feedback ultimately means more innovation, advantage, and speed in doing business.

For Services

Professionals, firms, and agencies have an emphasis on data and information as much as they do on people and clients. On the side of databases, ERP tools like Dynamics GP support the management of operations. Meanwhile, if you are in a service niche, your CRM will store all the insights you need for client relations. Separately, each system turns a blind eye to the other, hiding data and creating errors.

You can make duplicate, shared, and open-access storage of key data real through integration. Without needing manual entry or blocking transparency, the coordinated ecosystem provides ready-to-act information and key data points that will drive a business that balances information and community.

For You

The benefits of Microsoft Dynamics GP integration with a CRM show themselves in every sector for companies large and small. But, the seeming complexity of creating an integrated ecosystem may initially put you off from taking up the task. Unfortunately, delaying integration only spells more suffering data, higher blockades to intelligent decision-making, and increased inefficiency.

With simple integration through a third party, you can open the possibility of more intelligent and productive resource allocation, strategy planning, and goal achievement.

Overcome Data Deficiency with Integration from Rapidi 

Rapidi simplifies integrations. Connecting Dynamics GP with Salesforce through seamless, pre-configured templates—you can use Rapidi to achieve data health, record availability, and growth longevity. See solutions from Rapidi.

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