From our experience talking to organizations in the market, we have often seen instances of software which does a good job doing its specific tasks, but the processes and outputs are kept within its ‘walls’. We strongly believe this is a lost opportunity to share the data and outputs back and forth creating a whole that is greater than the sum of its parts, so to speak. A prime example is financial management software and constituent relationship software. Customer Relationship Management (CRM) systems are designed as “front end” tools of an organization, collecting and storing constituent data from outside of the organization into one database. This data is then used to manage volunteers, donations, contacts, members, etc. Financial systems are designed for the “back end” of an organization – working behind the scenes, outputting reports and managing the organization’s finances. As a result, these two solutions traditionally operate independently, without sharing the data they both manage.
The good news is there are options available to correct this issue.
- Third party, industry standard connectors. One of these connectors is Scribe, an online connector that is designed and personalized to what your organization is specifically looking for giving great data integration flexibility.
- Microsoft Web Based Services. A custom connection can be designed between specific information in your Dynamics CRM and Dynamics financial (NAV, AX, GP etc) solution.
- Microsoft has also developed a free and Microsoft supported connector tool (see below) where by the organization can quickly set up connections of their own between the two systems.
Whether your organization is using Dynamics NAV, Dynamics AX, or Dynamics GP, Microsoft’s free connector allows data to be shared between your financial management solution and your Dynamics CRM solution. This out of the box tool automatically sync’s up ‘fields’ such as Account, Contact, Quote information etc between the two solutions. However, administrators can also control what information is sync’d between the two solutions and how often the data is sync’d – putting the control in your organizations hands.
Here is how your organization can create custom integration between a field in CRM and a field in NAV:
The main screen of the integration tool shows an overview of the links that have been created between NAV and CRM. Users can see a brief description of the link, and whether or not it is currently ‘active’ or ‘syncing’ data:
You then have the ability to drill down into each individual link to see or change the details involved. Such as, how often the data is sync’d, where the data is being pulled from, where is it syncing to etc.:
If you are interested in learning more about this Microsoft connector and how it could benefit your organization, register for our upcoming webinar here. This webinar is taking place on Thursday, July 24rd at 2:30pm - a quick 30 min webinar being host by our CTO & Founding Partner, James Faw. He will be giving a live demonstration of the tool, explaining how it works, and will be answering any questions you have about the benefits.
Or, if you would like to speak to a CRM specialist about which tool is right for your CRM and NAV integration we’d be happy to help! Email us at email@example.com
Let’s get your finance solution and CRM talking, look forward to you joining us!