Sync Clients and Sales Data Analysis in Microsoft Dynamics 365

Businesses using Microsoft Dynamics 365 for Sales can have data sync Dynamics 365 Business Central for order processing and finances. This gives the ability to have access to Sales data to perform accurate sales data analysis from Business Central and vice versa. This enables your staff to work with and synchronize data types, such as customers, contacts, and sales information, and keep the data up to date in both locations.

For example, your sales staff can use the price lists from Business Central when they create a sales order. When they add the item to the sales order line in Sales, they are also able to see the inventory level (availability) of the item from Business Central.

On the finance side, in Business Central you will be able to  create and post valid sales order lines for items or resources that were entered in Sales as write-in products.

The following table lists the Business Central record types (tables) and corresponding Sales entities that can be synchronized out-of-the-box.

sales data analysis

Not sure what’s right for you? Let us help find which solution will help you reach your goals.

Additional resources

CFOs face a ton of challenges in managing financial data and reporting, especially given how integral data management and analysis are to Senior Living. The need for accurate and up-to-date […]

Long-term care (LTC) organizations require efficient management of both clinical and financial data. Our proprietary ERP integration, IntelliConnect, is an innovative solution designed to seamlessly bridge the gap between PointClickCare […]

Our proprietary IntelliConnect module serves as the linchpin between PointClickCare, and the Best of Breed General Ledger found in Sage Intacct or Microsoft Dynamics.
WordPress Lightbox