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iCepts Technology Group, Inc.

Integrated CRM for Microsoft Dynamics NAV 2016


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Microsoft Dynamics NAV 2016 has been released with many new features in Enterprise Functionality for Small to Mid-Sized Wholesale Distribution and Manufacturing companies.  A terrific business productivity feature is a tight integration with Microsoft Dynamics CRM and Microsoft Dynamics NAV 2016 Enterprise Solution. When using Microsoft Dynamics CRM for customer engagement and Microsoft Dynamics NAV for order processing and financials, a direct CRM connection enables an optimal and seamless experience in the lead-to-cash process.

Because of this tight integration between Microsoft Dynamics CRM accounts and Microsoft Dynamics NAV customers, users can work more efficiently by using cross-product features.

Some top Microsoft Dynamics NAV and CRM integration benefits include:

Productivity Gains:  Users can work in the product they prefer, enabling a more effective lead-to-cash process and facilitating informed decision-making, without switching products

Shared Information:  Shared, also synchronized, information and functionality between the applications provides easy access to relevant data from within either product, without duplicating the business logic

Easy Integration:  The integration is simple to install, set up, and enable – and it works with a default setup in Microsoft Dynamics NAV

Microsoft Dynamics CRM integration enables you to couple Microsoft Dynamics CRM records with Microsoft Dynamics NAV records - essentially linking the records together. Once coupled, you can access Microsoft Dynamics CRM records from Microsoft Dynamics NAV and, for some entities, access Microsoft Dynamics NAV records from Microsoft Dynamics CRM.  You can also synchronize data between records so that data is the same in both systems.

Microsoft Dynamics NAV 2016’s technology has introduced a new feature called Dynamics CRM Integration. It enables an optimal and seamless experience for our customers in the lead to cash process when they are utilizing Dynamics CRM for customer engagement and Dynamics NAV for Order processing and financials.

Learn more about all the New Features of Microsoft Dynamics NAV 2016

Posted by iCepts Technology Group Inc., a Microsoft Dynamics NAV Partner in Pennsylvania

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