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Manufacturing

The project integrates Dynamics 365 Sales with SAP ERP, streamlining sales processes and improving data consistency. This fusion combines Dynamics 365's sales management with SAP's financial capabilities, enhancing efficiency, customer relations, and providing valuable sales insights, while ensuring data integrity in the SAP system.

The Challenge

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Integrating Dynamics 365 Sales with SAP ERP for a manufacturing organization required overcoming inefficiencies and data inconsistencies between sales and financial systems. Establishing a secure connection for real-time data synchronization was crucial for improving decision-making and ensuring data accuracy. Automating sales workflows, enhancing analytics, and providing mobile access were key to streamlining operations, while customized dashboards and secure integration needed to support better customer engagement and overall system performance.

Key Technological Integrations

    • Real-Time Data Sync: Immediate data accuracy between Dynamics 365 Sales and SAP ERP for up-to-date sales and financial insights.
    • Enhanced Analytics: Detailed sales forecasting and customer insights using Dynamics 365's advanced analytics tools.
    • Automated Sales Workflow: Streamlined lead tracking, quote generation, and order processing to boost efficiency.
    • CRM Integration: Comprehensive customer engagement and history tracking through Dynamics 365's CRM features.
    • Mobile and Cloud Access: On-the-go access to sales and customer data for increased flexibility and responsiveness.
    • Custom Dashboards: Personalized user interfaces and dashboards for different user roles, enhancing usability.

Platform Components and Architecture

    • Dynamics 365 Sales implementation.
    • Azure functions.
    • Azure Logic App and Service Bus.
    • Azure Data Factory.

Achievements

65%

Improvement of sales process​

x6

Lead to Quote closure​

20%

Increased revenue​

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