Why Business Central and Dynamics 365 Sales Integration Matters

If you’re already using Microsoft Dynamics 365 Business Central, you’ve taken a great step toward better managing your finance, operations, and inventory. But what about your sales team?

Here’s where Dynamics 365 Sales (formerly Dynamics CRM) comes in. When you connect both systems, your sales reps can see real-time inventory, order status, and customer details—without switching tools or calling the back office.

This means faster quotes, smoother deals, and happier customers.

Key Benefits of Microsoft CRM Integration with Business Central

Real-Time Customer Data Sync Across Teams

  • Sales and finance often work with different tools. With this integration, both teams can view and update the same customer records. No more emailing spreadsheets or asking for the latest info.

Seamless Quote to Cash Process

  • Your sales team can create quotes in Dynamics 365 Sales and push them to Business Central to generate orders, invoices, and payments. Everything connects like clockwork.

Better Decision-Making with Shared Insights

  • Since both systems talk to each other, your managers can track the full customer journey—from lead to cash—in one place. It helps you make smarter decisions, faster.

How to Sync Business Central with Dynamics 365 Sales

Setting up the integration is not just about flipping a switch. You need to decide what data flows where and when. Here’s what typically syncs:

  • Customers and Contacts: So, your CRM and ERP always match
  • Sales Orders and Quotes: So, you don’t re-enter data manually
  • Products and Inventory: So, sales know what’s in stock
  • Prices and Discounts: So, quotes stay accurate

With this sync in place, your sales team can work smarter, not harder.

Common Challenges When Integrating Business Central and CRM

Data Duplication or Inconsistencies

If your records aren’t clean before syncing, the mess just multiplies. It’s important to clean up your data first.

Field Mapping and Customizations

Sometimes your CRM has fields that don’t exist in Business Central—or vice versa. You’ll need help mapping those fields the right way.

Sync Conflicts

If two users change the same customer record at the same time, which one wins? These rules need to be set clearly to avoid confusion.

How Navisiontech Helps You Integrate CRM and ERP the Right Way

At Navisiontech, we specialize in Business Central and Dynamics 365 Sales integration. Whether you need help with setup, support, training, or custom workflows.

Here’s how we help:

✔️ Set up and configure integration correctly

✔️ Map fields and sync only the data you need

✔️ Create custom dashboards for real-time sales insights

✔️ Train your team to use the system with confidence

✔️ Provide ongoing support and enhancement when you need it

We don’t just plug in tools. We build solutions that fit your business.

Ready to Connect Business Central with Dynamics 365 Sales?

Don’t let disconnected systems slow your team down. Whether you want smoother sales workflows, real-time customer visibility, or fewer manual steps, this integration is the answer.

Contact Navisiontech today to schedule a free discovery call. Let us help you unlock the full power of your Microsoft Dynamics 365 systems.