Dynamics 365 Finance and SCM with Salesforce Connector Through Power Automate

Dynamics 365 Finance and SCM with Salesforce Connector Through Power Automate DynaTech Systems

Introductory Lines • In the present collaborative way of working, nobody from sales managers to executives is involved in closing any big deal alone. Instead, they believe in collaborating with everybody to achieve the best outcomes.

• The whole sales team focuses on collaborating with colleagues from different departments like financial, legal, product development, and marketing. It not only aids in the growth of the business but also helps in building good relationships with customers.

• Due to this reason, currently, companies have developed a completely new way of working by integrating extra software and tools for streamlining the processes and aligning colleagues, even if they work remotely or in distinct business units.

• So, it becomes important to know the best ways in which you can enhance your sales collaboration in Salesforce and Microsoft Teams by building automated flows in Power Automate. We will try to discuss all these things in the following section: 9/4/20XX

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Why Should You Go For Dynamics 365 Finance and SCM Integration With Salesforce?

• With the help of real-time, automated, and two-way integration between Dynamics 365 Finance and SCM with Salesforce, you would be able to streamline lead-to-cash processes, eliminate any data entry errors and reduce overhead.

• The best part about Dynamics 365 Finance and SCM integration with Salesforce is that it lets you have improved insights for streamlining sales channels, developing better customer relationships, and managing inventory productively and effectively.

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Key Reasons Real Time Synchronization and Back-Office Visibility Update • It helps in ensuring timely synchronization of customer accounts, products, contacts, and pricing between Dynamics 365 Finance and SCM with Salesforce. With the help of two-way data synchronization, any records that are updated or created in either system are automatically displayed in the corresponding system.

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• With the help of this, you can easily track the progress of any sales order as it moves through billing and fulfillment. You can again effectively monitor related customer financial transactions such as refunds and credits in real time or access the latest account financials.

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One Click Sales Orders and Quotes • With a single click, you can create sales orders along with quotes in Dynamics 365 Finance and SCM from won or closed opportunities in Salesforce, and that too in real-time. In this way, you can have all the related customer/accounts, contact details, and products automatically synced in between the two systems

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Benefits Of Dynamics 365 Finance and SCM with Salesforce Connector • This tool generally allows the creation of sales orders along with quotes in Salesforce in real time and that too with a single click.

• It aids in providing improved insight for better customer relationships.

• This tool offers complete visibility into every aspect of integration.

• It again allows better visibility into F&O and SCM back-office from Salesforce.

• Another key benefit offered by this particular tool is that it ensures realtime synchronization of customer accounts, products, contacts, and pricing between Dynamics 365 Finance and SCM with Salesforce.

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Why Choose DynaTech Systems As Your Salesforce with Dynamics 365 Finance and SCM Integration Partner?

• Are you in search of a Salesforce and Dynamics 365 Finance and SCM integration partner, who will make the overall work of integration easier? If yes, then DynaTech Systems is the name you can rely on. We are a Microsoft Gold Partner and CMMI level 3 organization.

• Our highly skilled team of professional experts always focuses on making the most out of your existing systems and improving them further. Now, it is high time you focused on accelerating your business turnover with us.

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Thank you

DynaTech Systems

sales@dynatechconsultancy.com

https://dynatechconsultancy.com/

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