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
It’s Time to Make the Switch From On-Premise to Cloud – Here’s Why
Learn how transitioning to the cloud can help you maximize your resources and bolster your cybersecurity defenses.

March 27, 2023
You’ve Implemented Your New ERP System — Now It’s Time to Maximize Your ROI
Once you have an ERP in place, phase two is your chance to maximize the software and unlock the next level of growth.

December 06, 2022
Dynamics AX to D365 Benefits of Moving to Cloud Webinar
Support is ending for Microsoft Dynamics AX. Let us help plan your upgrade.

June 23, 2022 | 11:00 AM - 11:30 AM PT