Connecting data across different systems
It is normal for an organization to use several applications at once, such as CRM, finance, human resources, inventory, automation, a website and custom systems.
Problems arise when these systems cannot communicate.
Repeated data entry, inconsistent records, Excel file transfers, calls between departments to obtain information and manual workflows are common consequences.
Integrating enterprise software
Enterprise systems and data integration can automate the flow of information between Dynamics 365, CRM, ERP, financial and HR software, inventory, websites, portals, mobile apps and other systems.
Customer information can be entered once and shared with related systems. Contract financial status can be retrieved from accounting software, and customer requests submitted through a portal can go directly into CRM.
APIs and web services
Depending on the infrastructure and software capabilities, systems can communicate through APIs, web services and other standard methods of exchanging information.
Integration design also accounts for error handling, security, data controls, duplicate prevention and the ability to extend the connection in the future.
Creating a unified flow of information
The goal is for users to work without feeling that they are juggling separate applications.
Information should be recorded at the right point and shared with authorized processes and systems. This reduces manual work and makes comprehensive management reports and dashboards possible.
Integration services
- Integrate Dynamics 365 with other systems
- Connect CRM and ERP
- Connect financial and accounting software
- Integrate HR and time and attendance systems
- Connect portals and websites to internal systems
- Connect mobile apps
- Design APIs and web services
- Synchronize information across systems
- Design integration services
- Eliminate duplicate data entry
- Establish a unified flow of data across the organization