How to integrate sales process and back office in Dynamics CRM
In the dynamic world of sales, it is crucial to keep all stages of the process aligned and integrated, especially when it comes to involving the back office. In the context of a manufacturing company’s Dynamics CRM, we faced the challenge of unifying sales and back office activities after the purchase of a generator. In this post, we will explore how we overcame this challenge by presenting an innovative solution that involved implementing a BPF – Business Process Flow – within the invoice entity.
Problem
The complexity faced by Dynamics CRM users when following defined processes at each stage of the sale was a challenge. The need for integration between sales teams and back office after purchasing a generator required an effective method of monitoring, which was previously done through Excel spreadsheets, checks in CRM, Sharepoint and SAP. The challenge was to create a solution that facilitated this monitoring efficiently.
Solution
The proposed solution was to implement a BPF within the invoice entity. Salespeople conduct the process up to the order stage, at which point the back office takes over, using the BPF to perform validations and monitor assembly, delivery, invoicing, and other necessary checks. This way, all the steps and logic required to complete the sale are centralized in a single location, facilitating monitoring by both teams.
The implementation of BPF proved to be a success, receiving approval from the Industry's back office team. The solution has been in use for some time now, replacing Excel spreadsheets and unifying processes. In addition, there are prospects for continuous improvements and future integrations, further consolidating the system's efficiency.
Microsoft Dynamics 365
Explore the transformative impact of Dynamics 365! This tool is essential for improving processes, facilitating collaboration, and driving efficiency in your company.
Want to find out how Dynamics 365 can boost your business? Get in touch and find out how we can create custom solutions to meet your needs.
Enter in
Contact
Thank you for visiting our website! If you have any questions about our solutions, industries served, licensing, deployment, development or implementation, our experts are ready to help you chart a path to digital transformation and innovation.
Please fill out the form so we can help you.
Business Address
01311-927
