CRM/ERP Integration – Breaking Down the Silos of Workflow

The requirement to integrate CRM and ERP systems is common, and the conversation rarely starts with technology. The reasons vary, but the end goals often are to break down silos of data, enable collaboration, automate workflows and unify the business from end to end. Integrating CRM and ERP is a game changer, but it also can be complicated—until now.

The post CRM/ERP Integration – Breaking Down the Silos of Workflow appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on March 21, 2017 at 11:59 by admin · Permalink · Comments Closed
In: Dynamics · Tagged with: , , , , ,

Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way

A requirement to integrate customer relationship manager (CRM) and enterprise resource planning (ERP) systems is common here at BKD, and the conversation rarely starts with technology. The reasons vary, but most often the end goals are to break down silos of data, enable collaboration, automate workflows and unify the business from end to end. Integrating CRM and ERP is a game changer, but it also can be complicated—until now.

Solving the Challenges of ERP/CRM Integration

One of the major issues with integrating CRM and ERP systems in years past has been the need to use complex coding and connectors, which can break when you upgrade your system amongst other problems. This puts you back at square one where you most certainly don’t want to be.

However, you also don’t want your ERP and CRM systems operating independently of each other. Not only is your data stuck, your processes, people and customers are stuck too. You’re operating in silos and that means manual processes, poor visibility and, ultimately, lost profit.

Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way

Integrating CRM with ERP streamlines and centralizes operations throughout your entire customer journey—from prospect to cash. Instead of being all over the map, you have a seamless flow of information and workflows between systems. You can go from disconnected silos to this…

So, how do you get there? Please join us on Tuesday, March 28, for a webinar where we’ll walk through how Microsoft Dynamics 365 and BKD are solving the challenges of integrating CRM and ERP.

Live Webinar

CRM/ERP Integration – Breaking down the Silos of Workflow in Dynamics 365

Tuesday, March 28, 2017 | 10:00 a.m. CST

Presenters:  Woody Davis, Business Development & Josh Pelkola, Managing Consultant

Register Now

As part of the webinar, we’ll introduce new ways to help you achieve integration success without the risks and issues of the past, including:

  1. Microsoft Dynamics 365. Microsoft has removed many of the integration barriers between CRM and ERP with the introduction of Dynamics 365 and Common Data Model. This new structure already includes seamless integration between applications for sales, customer service, operations, financials, field service and professional services automation. Through this cloud-based solution, standalone systems have been transformed into one connected business management solution. We’ll highlight the new architecture and functionality behind Dynamics 365 and what it means for businesses.
  2. BKD’s Code-Lite and Codeless CRM Integration. When you need an advanced integration solution perhaps to connect CRM to other ERP systems or data sources, our integration experts can use data integration tools and connectors. This greatly reduces the risk of your integration breaking down the road and opens the door to new ways you can connect your data, people and technology. We’ll highlight a few of the advantages of data integration methods.

 

We hope to see you at the webinar on Tuesday, March 28, and feel free to contact us with any questions.

The post Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on March 16, 2017 at 05:46 by admin · Permalink · Comments Closed
In: Dynamics · Tagged with: , , , ,

Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way

A requirement to integrate customer relationship manager (CRM) and enterprise resource planning (ERP) systems is common here at BKD, and the conversation rarely starts with technology. The reasons vary, but most often the end goals are to break down silos of data, enable collaboration, automate workflows and unify the business from end to end. Integrating CRM and ERP is a game changer, but it also can be complicated—until now.

Solving the Challenges of ERP/CRM Integration

One of the major issues with integrating CRM and ERP systems in years past has been the need to use complex coding and connectors, which can break when you upgrade your system amongst other problems. This puts you back at square one where you most certainly don’t want to be.

However, you also don’t want your ERP and CRM systems operating independently of each other. Not only is your data stuck, your processes, people and customers are stuck too. You’re operating in silos and that means manual processes, poor visibility and, ultimately, lost profit.

Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way

Integrating CRM with ERP streamlines and centralizes operations throughout your entire customer journey—from prospect to cash. Instead of being all over the map, you have a seamless flow of information and workflows between systems. You can go from disconnected silos to this…

So, how do you get there? Please join us on Tuesday, March 28, for a webinar where we’ll walk through how Microsoft Dynamics 365 and BKD are solving the challenges of integrating CRM and ERP.

Live Webinar

CRM/ERP Integration – Breaking down the Silos of Workflow in Dynamics 365

Tuesday, March 28, 2017 | 10:00 a.m. CST

Presenter: Woody Davis, Business Development & Josh Pelkola, Managing Consultant

Register Now

As part of the webinar, we’ll introduce new ways to help you achieve integration success without the risks and issues of the past, including:

  1. Microsoft Dynamics 365. Microsoft has removed many of the integration barriers between CRM and ERP with the introduction of Dynamics 365 and Common Data Model. This new structure already includes seamless integration between applications for sales, customer service, operations, financials, field service and professional services automation. Through this cloud-based solution, standalone systems have been transformed into one connected business management solution. We’ll highlight the new architecture and functionality behind Dynamics 365 and what it means for businesses.
  2. BKD’s Code-Lite and Codeless CRM Integration. When you need an advanced integration solution perhaps to connect CRM to other ERP systems or data sources, our integration experts can use data integration tools and connectors. This greatly reduces the risk of your integration breaking down the road and opens the door to new ways you can connect your data, people and technology. We’ll highlight a few of the advantages of data integration methods.

 

We hope to see you at the webinar on Tuesday, March 28, and feel free to contact us with any questions.

The post Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on March 15, 2017 at 05:30 by admin · Permalink · Comments Closed
In: Dynamics · Tagged with: , , , ,

Using Alerts, Scheduled Reports & Notifications in Microsoft Dynamics GP

Dynamics GP offers many ways to help users stay informed on what’s happening in the system. By using Business Alerts, Scheduled Reports and Notifications, users can get minute-by-minute reports of system data updates. This webinar will demonstrate how to use these areas.

The post Using Alerts, Scheduled Reports & Notifications in Microsoft Dynamics GP appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on March 14, 2017 at 17:59 by admin · Permalink · Comments Closed
In: Dynamics · Tagged with: , , , , , ,

How VOC & Microsoft Dynamics CRM Interact

BKD, LLP and Kent Business Solutions invite you to join us for a webinar discussing how organizations can make the most of Voice of the Customer (VOC) campaigns using Microsoft Dynamics CRM.

The post How VOC & Microsoft Dynamics CRM Interact appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on March 11, 2017 at 18:47 by admin · Permalink · Comments Closed
In: Dynamics · Tagged with: , ,

Keeping Dynamics GP Secure

Join us to learn about various methods to keep your Dynamics GP system and its data secure.

The post Keeping Dynamics GP Secure appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on March 11, 2017 at 11:45 by admin · Permalink · Comments Closed
In: Dynamics · Tagged with: , ,

Microsoft Dynamics 365: What You Need to Know

Advances in technology have businesses rethinking how to better respond to marketplace trends, engage customers and automate business processes to improve productivity. Today’s business management solutions are agile, flexible and look nothing like past systems. One standout system has unified enterprise resource planning (ERP), customer relationship management, customer engagement and a specialized line of business applications into one powerful solution.

To read this full article click here.

The post Microsoft Dynamics 365: What You Need to Know appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on February 16, 2017 at 06:33 by admin · Permalink · Comments Closed
In: Dynamics · Tagged with: , , ,

Keeping Dynamics GP Secure

Join us to learn about various methods to keep your Dynamics GP system and its data secure.

The post Keeping Dynamics GP Secure appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on February 9, 2017 at 12:00 by admin · Permalink · Comments Closed
In: Dynamics · Tagged with: , ,

Year-End Processing with Dynamics GP

Join BKD in learning how to close the year with Microsoft Dynamics GP modules. Learn about Affordable Care Act reporting in Dynamics GP Payroll and HR and how to perform other yearly functions.

The post Year-End Processing with Dynamics GP appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on December 2, 2016 at 06:45 by admin · Permalink · Comments Closed
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Power BI & Data Sharing Methods

Microsoft Power BI allows organizations to share information across all domains and platforms. Traditional methods of data sharing limited organizations. Power BI allows for data sharing through publishing to the web, inline frames (Iframes) directly embedded into the webpage or application and Representational State Transfer (REST) and JavaScript application program interfaces (APIs).

Each method has its pros and cons. The traditional method of sharing Power BI dashboards and reports was to leverage your internal Active Directory (AD) for security and use the Power BI user interface (UI) to publish reports to an internal website. This method works well for data sharing within your domain, but what if you want to share those reports with users outside your organization? Power BI has a few options.

Method 1:  Publish to Web

Publishing your report or dashboard to the web is the quickest, easiest way to share information through Power BI. The report is published through Power BI using an Iframe. This NBC news affiliate’s website provides an example. Anyone can access the data. Security is like the Wild Wild West. It’s very easy to manage the published reports through the Power BI UI, but there’s no option for live data—data is refreshed about every hour.

Method 2:  REST and JavaScript APIs

Hosting your report in an API has many features that publishing to the web lacks. You’re able to host live data, row-level security is available and security is authenticated through Azure AD. Reports also are hosted in Iframe and users can have read/write ability. GitHub has a sample API.

Method 3:  Power BI Embedded

Reports and dashboards will still be hosted in an Iframe. Unlike the APIs, Power BI Embedded authenticates with tokens. This is an Azure service—the first 100 sessions (user/hours) are free, and each additional session is 5 cents. Power BI Embedded targets companies and third-party ISVs that want a level of authentication to access their data.

All three methods have benefits and downfalls. How you host your data comes down to security and convenience. Publishing to the web requires no programming skill, but your data is open to anyone with the URL. APIs and embedding give you security, but there’s programming work along with deployment.

The post Power BI & Data Sharing Methods appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on November 5, 2016 at 05:35 by admin · Permalink · Comments Closed
In: Dynamics · Tagged with: , , ,