Tag Archive for: Microsoft Dynamics ERP

Free Microsoft Dynamics & Salesforce Data with Commercient SYNC

Laundry. It’s something we all do but don’t give much thought to beyond the different techniques we all use. We either have a washer and dryer at home, or we go to the laundromat. But we can ask, who makes it all happen? Girbau North America, that’s who. Girbau delivers the total laundry solution to vended, on-premise, multi-housing and industrial laundries throughout North America. Thanks to Commercient and Salesforce Enterprise, they could modernize their overall business processes. 

Girbau North America, originally Continental Girbau, was established in 1995 as the North American subsidiary of the 56-year-old, commercial laundry equipment manufacturer, Girbau Group, headquartered in Vic, Spain. It’s a family-owned business that prides itself on customer care as their slogan says “Our Mission is Your Success.” Their trademark reflects what matters most to them — their customers whether it be distributors or end-users.

If you want to offer the best, you have to have the best. And as it stood, their software systems were sadly not up to the task. First off, they had to modernize their sales processes and their lead management. To do that, Girbau North America implemented Salesforce Enterprise, the #1 cloud CRM in the world. And it worked like a charm!

But then they ran into a new problem. 

How to Free the Data with Commercient SYNC

Only a few members of the sales team at Girbau North America could access the data within Microsoft Dynamics GP. So how could they fix that? That’s where Commercient SYNC comes in, which is the #1 data integration platform for sales, and in that way they could finally free their data. 

Thanks to Commercient, Girbau freed their ERP / accounting data, and the sales team was able to access important Microsoft Dynamics GP data directly in Salesforce Enterprise. Things like customer information, sales order history, accounting records, invoicing, and much more. Data that could take their customer service to another level. 

“SYNC integration has been great,” said Pam Kuffel, Director of Strategic Business Efficiencies and Solutions, Girbau North America. “Previously, our sales team would tell a customer, ‘Hey, I’ll call you back, I gotta talk with our accounting, our customer care department.’ Now they have immediate access to the right information.” This helped improve how they take care of their customers.

Thanks to the SYNC, Microsoft Dynamics GP data can also help to keep all departments in the loop, from sales, accounting, customer care, to finance. Everyone can access the necessary information when they need it. This avoids unnecessary delays and makes the process much more expedient. 

Which in the end, it’s exactly what you want. 

If you want to integrate your Microsoft Dynamics 365 click here, or inquire about other CRM and ERP integrations, click here

Microsoft Dynamics ERP’s for the Manufacturing Industry

Your business is presumably experiencing a number of growing pains, as most businesses do. With the manufacturing industry undergoing one of the biggest digital transformations in history, these pains will more than likely increase. To remain competitive, manufacturers need to embrace innovation with cutting-edge technologies, such as a Microsoft Dynamics ERP system.

Technology has increased the demand for flexible production processes that can be adjusted in response to the ever-changing market conditions and the needs of the customer. Manufacturers are adopting modern technology to gain insight into their customers’ challenges, and are using this knowledge to strategically plan and build lean business processes.

These manufacturers will be more competitive, even in tough economic environments. Their costs will reduce, their efficiencies will improve and the increase in customer satisfaction will ultimately drive more profits into the business.

Why an ERP System is Critical for your Manufacturing Business

Enterprise Resource Planning (ERP) software can put you ahead of your competitors. ERP technology brings all your business processes together to create one fluid system. ERP’s provide a variety of benefits including, improved supply chain management, improved planning, costing and storing. This helps your business reduce waste, operate more efficiently and increase profitability.

Microsoft Dynamics ERP’s for Manufacturing

Microsoft has created a number of ERP systems that provide organizations with the flexibility to adopt technology to improve their business processes. These ERP solutions support all industry-specific production processes from procurement, quality control, recipe management and optimization, through to optimum scheduling and capacity planning.

Microsoft Dynamics ERP’s for Manufacturing

  • Microsoft Dynamics 365 for Finance and Operations
  • Microsoft Dynamics 365 for Operations (formerly AX)
  • Microsoft Dynamics Business Central (formerly NAV)
  • Microsoft Dynamics GP

Data Integrations

Nearly all businesses have ERP and CRM systems in place, but they often lack integrated information management. These systems operate in isolation, which brings about a number of disadvantages such as data inaccuracy, duplication, delayed information, and increased administrative costs. To keep up with advances in digital transformation, manufacturers are integrating their information systems to improve business efficiency all around.

Commercient SYNC, the #1 data integration platform for sales, can integrate your ERP data with your CRM data with a one-way or two-way SYNC? This will give you a 360-degree view of your business processes in real-time. Your sales team will have access to important data such as customer information, terms, invoicing, bill to and ship to addresses, serial numbers, inventory and more.

With a two-way integration, new and updated customers and orders will be SYNC’d from CRM back to your Dynamics ERP. This eliminates double-entry and possible mistakes, saving your business time and money.

Microsoft Dynamics ERP’s integrate with the following CRM (Customer Relationship Management):

  • Microsoft Dynamics 365 CRM
  • Salesforce
  • Zoho CRM

Microsoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations is cloud-based and comes with an industry specific module for process manufacturers which takes the standard manufacturing, stock, bills of material and routing functions and gives them a process manufacturing slant.

However, users of the process manufacturing industry solution are still able to benefit from the same functionality that discrete manufacturers enjoy. Modules such as finance management, human resource management, sales and purchase order processing, shop floor data collection, quality management, customer relationship management, and planning and scheduling are all still available.

Microsoft Dynamics 365 for Finance and Operations Features

  • Financial management
  • Human resource management
  • Manufacturing management
  • Inventory management
  • Purchasing management
  • Quality management
  • Sales management
  • Product technology
  • Multiple currencies and languages

Microsoft Dynamics 365 for Operations (AX)

Designed for mid-size to larger companies, Microsoft Dynamics 365 for Operations (formerly AX) is an on-premise, multilingual and multicurrency enterprise resource planning (ERP) software with core strengths in manufacturing. It also provides powerful functionality for the service and wholesale industries.

With complete end-to-end scalability and flexibility, Microsoft Dynamics 365 for Operations enables multinational companies to take control of their operations and promote growth.

Microsoft Dynamics 365 for Operations Features

  • Resource management
  • Job scheduling and sequencing
  • Product configuration
  • Shop floor management
  • Inventory management
  • Compliance management
  • Financial management
  • Distribution planning
  • Quality management
  • Project cost control
  • Sales management

Microsoft Dynamics Business Central (NAV)

Microsoft Dynamics Business Central (formerly NAV) is an easily adaptable enterprise resource planning (ERP) solution. It helps small and medium-sized businesses automate and connect their sales, purchasing, operations, accounting and inventory management.

Business Central provides the required platform to help manufacturing businesses empower their employees, optimize operations and reduce inefficiencies.

Microsoft Dynamics Business Central Features

  • Financial management
  • Business intelligence and reporting
  • Human resources management
  • Supply chain management
  • Multiple currencies and languages
  • Production orders
  • Version management
  • Agile manufacturing
  • Demand forecasting
  • Order management

Microsoft Dynamics GP

Microsoft Dynamics GP provides growing and mid-sized organizations with complete financial and operational solutions. With its easy-to-use features, Microsoft Dynamics GP helps companies gain greater control over financials, better manage operations and inventory, and make informed decisions to support business growth.

Microsoft Dynamics GP Features

  • Financial management
  • Business intelligence and reporting
  • Human resources management
  • Supply chain management
  • Multiple currencies and languages
  • Production orders
  • Version management
  • Agile manufacturing
  • Demand forecasting
  • Order management

Transform your manufacturing business with a Microsoft Dynamics ERP solution that is optimized for your needs. It will give you the leverage to move your manufacturing business into the future, while efficiently addressing today’s challenges. For more information, please visit our partner, Edgeware.

If you’d like to learn more about Commercient SYNC, and how it can help your manufacturing business become more streamlined, contact us today.

About the Author

Anna Kinnear is a Sage Financials Consultant at Edgeware, and holds a Bachelor’s Degree in Accounting Science from the University of South Africa. She has always had a passion for reading and writing.

SYNC ERP and CRM

Make The Most of Your Dynamics ERP Investment

Using Dynamics ERP With Your CRM?

At some point, you’re going to want to integrate your Dynamics ERP data with your CRM system. In fact, you’re probably reading this because you’re already thinking about it; or questioning why you should integrate your ERP and CRM in the first place.

Microsoft customers are used to complex projects, but integrating your Dynamics ERP data with your CRM doesn’t have to be complicated. It’s actually easy and it can benefit your business in some big ways such as:

  • Increasing user adoption of both your ERP and CRM systems
  • Providing a quicker time to market
  • Receiving real data in real-time

At least, that’s what happens when you use a data integration app like ours (Commercient SYNC). We can integrate your Dynamics ERP and CRM systems together in as little as 7 hours to create an easy-to-use CRM database.

We eliminate your need for a third-party toolkit because everything is pre-built and pre-mapped for you. See? We told you it doesn’t have to be complicated.

Yeah, okay, but can you integrate any version of Dynamics ERP with a CRM? Yep!

What Does Microsoft Dynamics ERP Do?

Microsoft describes their enterprise resource planning (ERP) software as software that “goes beyond traditional ERP systems by bringing the applications that run your finances, sales, and operations together.”

The company offers 4 solutions for businesses to choose from including:

  • Microsoft Dynamics AX
  • Microsoft Dynamics NAV
  • Microsoft Dynamics GP
  • Microsoft Dynamics SL

And we can sync any one of them to your CRM system for you.

Microsoft Dynamics NAV, GP, and SL are intended for SMBs and Microsoft Dynamics AX is typically best suited for larger companies. However, this isn’t to say that an SMB couldn’t use Dynamics AX if they really wanted to and a big company couldn’t use the other three versions of ERP software that Microsoft provides.

Companies that use Microsoft Dynamics AX are usually looking for an ERP that can handle multi-site and multi-country operations. Dynamics AX has a strong functional support for manufacturing and distributing.

Microsoft Dynamics NAV also offers strong functional support for manufacturing and distributing. It’s also highly configurable. But the point is, you can enhance the benefits of whatever ERP and CRM you use by utilizing the app we’ve created.

Make The Most Of Your ERP and CRM Investments

ERP software has long been associated with a steep learning curve and clunky interfaces. It’s great that solutions like Microsoft Dynamics AX (for example) have recently taken steps to improve on these things, like upgrading the UI and providing a cloud deployment option. But consumers still need something to help them close the gap between their ERP and CRM systems.

That’s why we developed the SYNC app. It’s adaptable to your specific ERP and CRM system and increases the power and functionality of what you already have. It’s a complete data integration solution.

Deep integration between your Dynamics ERP and your CRM system (whatever CRM you use) makes it easy for your employees to communicate and collaborate effectively without juggling multiple systems and applications.

We want to help you meet changing business needs without disrupting your operations. The whole point of the SYNC apps we develop is to help you make the most of your ERP and CRM investments. Interested? Get in touch with a rep to learn more.