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2025.01.13
Case Study | How to Solve the Management Dilemma of Enterprise CRM and ERP Collaboration with One System?
25
2025-06-25
In the context of fierce market competition, ever-changing customer needs, and complex data management, challenges continue to emerge. For example, internal data fragmentation, chaotic data management, information silos, inefficient business processes... At this time, a secure and efficient system becomes particularly important. It can effectively manage enterprise data information, break down information silos, optimize enterprise business processes, and make enterprise data flow.
This time, Nova will share a real customer case on how enterprises use Dynamics 365 to achieve collaborative management of CRM and ERP.
Enterprise Background
Company X is a high-tech enterprise focusing on the innovative R&D of next-generation collaborative robot bodies and smart factories. As a multinational enterprise, the company faces difficulties in cross-border business management, leading to problems such as wrong orders and untimely shipments. In addition, the loss of core data information, low management efficiency, and insufficient supply chain management have more seriously plagued the company.
- No effective system to carry key business processes The company lacks an effective system to carry core business processes such as sales lead conversion, business opportunity management, procurement processes, supply chain management, and after-sales service, resulting in missing core information, low management efficiency, and a large amount of invalid repetitive labor.
- Difficulties in cross-border business management The cross-border business management between the German branch and the Chinese headquarters has significant challenges, leading to problems such as order errors, delays, and untimely shipments, which affect the normal operation of the business and customer satisfaction.
- Insufficient supply chain management Due to the lack of effective and timely information support, the company is currently unable to effectively carry out supply chain management, affecting the company's ability to quickly respond to market demand and cost control.
- Lack of effective system integration with ERP The existing management system and the ERP system cannot achieve automatic synchronization of financial information, resulting in the inability to timely generate financial reports and financial insights, which affects the company's decision-making and financial health.
Solution
In order to help customers achieve end-to-end business process management from sales, orders, contracts, etc., and realize the collaborative work of CRM and ERP systems to meet the needs of purchase order docking, financial consolidation, purchase order query, etc. After comprehensive consideration, the enterprise decided to build a business system through Dynamics 365.
Dynamics 365 Business Central is an integrated ERP solution launched by Microsoft, covering finance, operations, supply chain, CRM, project management, etc. Through modular design and cloud platform support, it can help enterprises optimize operations, enhance customer experience, and accelerate digital transformation.
Its core functions include:
- Financial management: including general ledger, budget, fixed asset management, accounts payable, accounts receivable, cash flow forecasting and other functions.
- Supply chain management: covering inventory management, purchase order management, sales order management, item tracking, etc.
- Sales and service management: supporting customer relationship management (CRM), business opportunity management, sales forecasting, service order management, etc.
- Project management: providing job cost, resource management, time and expense tracking, project planning and other functions.
- Manufacturing and operations: including production planning, bill of materials (BOM) management, quality control, etc.
- Reporting and analysis: providing real-time dashboards, customizable reports, business intelligence and data analysis tools, supporting integration with Microsoft Power BI.
- Integration and customization: can be integrated with other Microsoft 365 applications (such as Office, Teams), and support workflow automation through Power Automate.
Project Value
- Improve sales and marketing efficiency
Through end-to-end sales management, customer insights and precision marketing, it realizes sales process automation, the formulation of precision marketing strategies, and the reduction of data entry and application switching, thereby improving sales and marketing efficiency.
- Achieve seamless cross-border business management
With multi-language and multi-currency support, global supply chain collaboration, and compliance and localization functions, the system meets the business needs of multinational enterprises in different countries and regions, optimizes the global supply chain, and ensures the smooth operation of cross-border businesses and compliance with local regulations.
- Support data-driven decision-making
The system has built-in powerful data analysis tools, provides real-time data access and sharing, and uses AI and machine learning technologies for predictive insights and risk assessments, helping enterprises make informed decisions based on the latest and accurate data.
- Optimize supply chain management
Through intelligent inventory management, supply chain process automation, and supplier collaboration, it reduces inventory costs, improves supply chain efficiency and stability, and optimizes supply chain management.
- Improve financial management efficiency
The system realizes financial process automation, provides real-time financial insights, and supports multi-dimensional financial analysis, reducing financial workload, improving financial processing efficiency and accuracy, and helping enterprises optimize resource allocation and profitability.
- Establish a unified data platform and standardize business processes
It provides centralized data management to avoid data fragmentation and inconsistency; realizes business process standardization through preset business process templates and workflow engines, improving business efficiency and data consistency.
