Sales and accounting are two of the most important departments in any organization. Both the departments are linked to each other and require data to maintain transparency. However, it becomes extremely difficult to manage data and ensure confidentiality when both departments perform on different apps. Also, a huge amount of funds and a big chunk of the workforce is required to manage these systems individually.
Due to its intuitive, functional architecture, most organizations use Dynamics 365 CRM to manage their sales. But, it’s good to integrate Dynamics 365 with other applications to make the best of both of the applications. Moreover, organizations can save their resources by having an interface that allows them to synchronize data across different departments. One of the tools that seamlessly integrate with other CRM solutions is QuickBooks. QuickBooks is accounting software that helps to manage customers, vendors, inventory, and finances.
Why is it essential to integrate QuickBooks and Dynamics 365?
Integrating QuickBooks with Dynamics 365 will help your organization to run smoothly. It will also help the sales and customer service teams to make the right decisions as they will have a clear idea of everything that’s going on in the organization. With QuickBooks, you can streamline different operations, inventory management, resource management, and monitor the overall performance. In contrast, Dynamics 365 will offer you real-time visibility, which will ensure a smooth interaction between the sales and accounting team.
In this section, we’ll discuss how Dynamics 365 can leverage the capabilities to make accounting better.
- 360-degree customer view
Integration with Dynamics 365 enables the sales team to view the right information within the right CRM. This will help the sales team to make better decisions as they will get real-time visibility, and they’ll be able to provide a high level of customer service.
- Data integrity
Integration eliminates data duplication and allows the users to synchronize data. It also maintains data integrity across different systems.
- Data security
Users can control access to information through integration. You can enjoy advanced data security by preventing unauthorized access to information.
- Seamless Business processes
The integration provides the sales team a complete picture of the latest customer transactions and pending invoices in Dynamics CRM. This will help the sales team to take immediate actions and make the business processes smooth by removing all roadblocks.
The integration of QuickBooks and Dynamics 365 makes a power-packed solution. Many organizations leverage this cost-effective solution that has the capabilities of a full-fledged ERP. Dream Dynamics has helped a lot of organizations in the smooth integration of Dynamics 365 with other Legacy systems. So what are you waiting for? Get in touch with us if you want to integrate Microsoft Dynamics solutions to ensure the steady growth of your business.