Custom Integration your ERP & CRM system: An Approach, Tools and Technology - May 22 - Webinar

An ERP system is used to organize and manage all aspects of a business, from supply chain management to financial data and even payroll. A CRM system organizes one function of the business (Sales & Marketing): to streamline a company’s interaction with current and potential customers — usually through the automation and data sharing of Sales, Marketing, & Service.

Microsoft has a common data model, that means if you enter customer information into CRM it will move to ERP or vice versa.  There are many tactics, tools, and methods to make this seamless and easy.  We will explore this in the webinar:

  • Overview of Business Central
  • Overview of Dynamics 365 for Sales
  • Overview of standard integration and flow of information.
  • Custom vs non-standard entities for integration
  • Integration requirements – view vs edit
  • Where will the information be sourced
  • Dealing with updates, changes, and deletions
  • Kingsway Software vs Scribe vs EOneConnect
  • Power BI vs SSRS

If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.

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This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477

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11:00 am

Custom Integration your ERP & CRM system: An Approach, Tools and Technology – May 22 – Webinar

May 22 @ 11:00 am - 12:00 pm EDT
WebEx Conference Line
Custom Integration your ERP & CRM system: An Approach, Tools and Technology - May 22 - Webinar

An ERP system is used to organize and manage all aspects of a business, from supply chain management to financial […]

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1:30 pm

How to Create Dashboards in Dynamics 365 for Sales – May 22 – Webinar

May 22 @ 1:30 pm - 2:15 pm EDT
WebEx Conference Line
How to Create Dashboards in Dynamics 365 for Sales - May 22 - Webinar VOX ISM

Navigating business can be overwhelming, and, let's face it, a bit disorganized sometimes. From the goals to the means to […]

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