Microsoft Dynamics CRM Integration with ERP systems

The modern enterprise IT infrastructure must provide its users with all the necessary data while working with one single system. Sales managers use CRM for customer and agreement data entry, while the financial department uses an ERP system to register payment data. To ensure complete interaction all actual data must be available for both departments and for the top-managers, while avoiding the double data entry.

Integration between ERP and CRM systems is necessary to create a single information environment. Such integration includes:

• counteragent data exchange (bank details, addresses, open balances);
• agreement data exchange;
• order data exchange;
• payment data transfer;
• data exchange for items, inventory and costs.

Such integration will help:

• to build a general picture of customer relationships;
• to make customer relationships more efficient;
• to save time on retrieving the necessary data;
• to increase the staff performance.

The general data exchange chart between CRM and ERP systems is given below: