Microsoft How To and Demo Videos

Dynamics 365 Business Central and Dynamics 365 Customer Engagement for Sales Integration

May 07, 2021

Discover the ease of passing data back and forth from Dynamics 365 CE to Dynamics 365 BC. In this video, you’ll see key aspects of integration, including customer records, opportunities, products and pricing, quotes, sales orders and invoices, and how they can interact between the two systems.

Benefits you’ll learn about include how integration:

  • Helps reduce manual efforts and “swivel chair” integrations
  • Increases your customer satisfaction by ensuring accuracy of order entry and invoices
  • Speeds up the process from quote authorization to order shipment
  • Provides visibility to all customer interactions by sales, customer service and finance teams
  • Enables you to manage products and pricing in one place

Stay In Touch

Sign up to stay up-to-date with the latest accounting regulations, best practices, industry news and technology insights to run your business.

Related News & Insights
Armanino’s VIP Event at Community Summit
Live Event
See you in-person alongside your Dynamics peers in Houston!

October 13, 2021 | 04:00 PM - 06:00 PM PT
Discovering the Art of Possible With Power Platform
Learn how manufacturers use Microsoft’s Power Platform to drive value and optimize processes.

June 3, 2021 | 09:30 AM - 10:30 AM PT
Five Steps to Choosing the Right Financial Software for Your Company
Follow this five-step process to avoid costly mistakes when choosing new financial software.

May 13, 2021