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Project Name

Microsoft 365 Business Central and Salesforce Integration for the Manufacturing Industry

Industry
Manufacturing
Technology
Salesforce

Overview

Our client was a leading MNC company that specializes in manufacturing dental implant products. With a proper presence in the dental industry, they rely on Microsoft Dynamics 365 Business Central for managing financials, inventory, procurement, and production processes. They were looking for a solution to boost their sales operations and enhance the CRM.

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Challenges

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  • Inefficient Sales Process: Customer-facing issue in lack of data synchronization between Business Central and Salesforce that leads to inefficiencies in sales processes.
  • Data Silos: Another challenge is the inability to generate real-time insights due to disconnected data silos between Business Central and Salesforce.
  • Manual Errors: Manual data entry causes errors and inconsistencies in reporting and impacts the decision-making process.
  • Facing issues in the visual representation of reports and dashboards

Our Solution

Ksolves Team provided a robust solution to the client that includes:

Integration Strategy:

  • Integration: The client selects a middleware solution compatible with both Business Central and Salesforce, enabling bi-directional data synchronization.
  • Data Mapping and Configuration: Map relevant data entities such as customer information, product details, sales orders, invoices, inventory levels, and additional manufacturing data between the two systems.
  • Production Data Integration: Integrate production data from Business Central into Salesforce, including production schedules, and resource planning information. This allows for better alignment between sales forecasts and production schedules.
  • API Integration: Utilize APIs provided by Business Central and Salesforce to establish a secure and reliable connection for data exchange.

Implementation Steps:

  • Integration Setup: Configure the middleware tool to securely connect Business Central and Salesforce.
  • Quality Assurance Data: Incorporate quality assurance data from Business Central into Salesforce, enabling sales teams to access information about product quality, certifications, and compliance status.
  • Data Synchronization: Automate the synchronization process to ensure real-time updates between the systems for seamless data flow.
  • Customization: Tailor the integration to accommodate the client’s specific data requirements, including manufacturing data, and workflows.
  • Daily Data Sync: Implement daily data synchronization into Salesforce to maintain current information.

Reporting and Dashboard Development:

  • Data Retrieval: Integrate Business Central data into Salesforce reports using the synchronized.
  • Report Generation: Develop custom reports within Salesforce, consolidating sales, inventory, financial, and production from Business Central.
  • Dashboard Creation: Design intuitive dashboards displaying key performance indicators (KPIs), sales trends, financial insights, production schedules, and procurement metrics.

Results of Microsoft Dynamics 365 Business Central and Salesforce Implementation:

  • Enhanced Efficiency: Real-time data synchronization streamlines sales processes, eliminating manual entry, and reducing errors.
  • Informed Decision-Making: Access to consolidated data enables informed decision-making, enhancing sales strategies, production planning, procurement decisions, and inventory management.
  • Improved Productivity: Automated data flow frees up resources, allowing sales teams to focus more on customer engagement, strategic sales activities, and proactive service interactions.

Data Flow Diagram

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Conclusion

With the successful integration of Microsoft Dynamics 365 Business Central and Salesforce, it is possible to empower our client to leverage its strengths in both platforms. By creating an instant data flow and robust reporting and dashboard capabilities with Salesforce, the client enhances its sales operations & improves the decision-making process across various departments, and optimizes the business productivity. This Salesforce integration strategy includes production, quality assurance, procurement, financial, and service data that provides a holistic view of business, driving strategic initiatives, and fostering customer-centric growth.

Streamline Your Business Operations With Our
Microsoft Dynamics 365 Business Central and Salesforce Integration Solutions!