Microsoft Dynamics NAV-CRM Automation Is The Key To Better Business Practices

Microsoft Dynamics NAV-CRM Automation Is The Key To Better Business Practices

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Microsoft Dynamics NAV-CRM integration projects are fast, efficient, and effective when they’re led by integration experts like Rapidi. Large-scale integration projects are notoriously complex, and a lot rides on their success; they can tip organizations over the edge into exponential growth, or become a sinkhole of resources and time. Systems integration projects that fail do so in large part because those leading the endeavor lack the experience and expertise necessary to make the integration successful.

Because so many companies opt for separate ERP and CRM solutions, data integration is inevitably necessary to streamline behind-the-scene business operations, and make sure that all team members are working on the latest, most accurate information.

How Data Integration Works with Your Dynamics Product

Microsoft Dynamics NAV has long been one of the most popular ERP choices in Microsoft’s Dynamics suite, and, like all the Dynamics offering from GP to 365, is built to be flexible, scalable, robust, and user-friendly. It specializes in management of finance, supply chains, e-commerce, and analytics. According to Apps Run the World, Dynamics NAV is one of the most widely implemented ERPs globally, and is the ERP of choice for well-known companies like Heinekin and Rexel.

When it was initially released in 1987, Microsoft Dynamics NAV was an on-premise ERP solution for small to medium sized organizations. Even today, in 2022, it remains popular due to the fact that it is highly modal; users can access and alter the source code, tweaking the ERP to suit their business’s unique needs. The same can’t be said of newer Dynamics products, including the latest 365, which can only be modified with additional apps.

NAV is generally complemented by a disparate CRM solution, such as Salesforce. Salesforce, like all CRMs, is designed to streamline the customer-facing facets of an organization’s operation.

So where does data integration come in? Well, to make the most out of their CRM and ERP, businesses choose systems integration to combat unwanted data siloing, eliminate horizontal redundancy, and allow their employees to focus on more important things than manual data entry and inter-departmental phone tag. With true integration, an organization’s CRM and ERP pool their data automatically into a unified point of truth from which all team members can operate.

Data Integration Projects Geared Towards a More Sustainable Future

The World Business Council for Sustainable Development (WBCSD) is a Geneva-based global organization made of over 200 businesses. The goal of the WBCSD is to enact positive change on both the environment and society by crafting environmentally sustainable business solutions. In total, there are about 19 million associated employees, themselves representing companies across every major business sector.

Microsoft Dynamics NAV and Salesforce began as the WBCSD’s ERP and CRM of choice, respectively. Not too long ago, they chose Rapidi to spearhead their systems integration project, which, due to the scope of the organization, was no simple task. Luckily, Rapidi’s team of experts made short work of it, and their proprietary integration solution, RapidiOnline, proved to be the perfect antidote to WBCSD’s data management problems.

Rapidi has a track record of satisfied customers and expertise when it comes to Microsoft and Salesforce; in fact, RapidiOnline is a Microsoft-certified solution. Plus, Rapidi offers pre-configured templates to make the integration procedure quick and easy; no programming or coding knowledge required.

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Alt attribute: A quality Microsoft Dynamics NAV-Salesforce integration results in a 360-degree customer view, greater employee efficiency, and increased ROI.

These days, WBCSD relies on RapidiOnline to synchronize customer and vendor data, as well as streamlining event management and financial reporting. The result is a massive increase in employee productivity and efficiency. Team members no longer have to sift through redundant and out-of-date information to find what they’re looking for; automation keeps the most relevant data at their fingertips. Unwanted data siloing is a thing of the past. When team members plug information into Salesforce or NAV, the relevant data is automatically synchronized to the other program, sparing employees the need to enter data twice. Now, when a client accepts a sales order, Salesforce sends the invoice to the client, and the process is automatically tracked and updated in NAV. The end result of WBCSD’s integration project is crystal-clear reporting for management, and accurate data from which management teams can craft decisions or plan projects.

Why Rapidi?

With Rapidi’s decades of proven technology and expertise at your side, systems integration projects have never been faster, easier, more secure, and more accessible. Rapidi can deploy its integration solution and have your team members fully trained in a matter of days! Plus, with its subscription based model, your team will never have to worry about having to ditch your old version for a more expensive, newer one; all of RapidiOnline’s users can rest assured knowing they’re using the latest, fastest, and most secure version. Intrigued? Find out more about what Rapidi can do for your business.

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