CRM & Business Central Project Integration
A streamlined Microsoft Dynamics 365 integration solution that connects CRM quote data with Business Central project task lines, improving project budgeting, direct sales tracking, factory commission visibility, and task-level data accuracy.
What Was Limiting Project Data Visibility?
The existing CRM-to-Business Central process created project structures, but key quote-line information was not fully available at the project task level, limiting budget visibility, Factory commission tracking, and consistency across project and financial processes.
What We Set Out to Achieve
How We Streamlined CRM-to-Business Central Integration?
The integration enhancements were structured across five key capabilities focused on transferring quote-line data accurately, strengthening task-level budgeting, identifying direct sales, and maintaining consistent project information in Business Central.
The Outcome
The solution improved transparency, strengthened grant oversight, and enabled data-driven funding decisions across programs.
The Bigger Picture
By extending the CRM-to-Business Central integration, the client gained a more structured and reliable process for transferring quote-line information into project task lines. Budget Cost and Budget Sell provide task-level financial visibility, while Direct Sales and Factory Commission fields improve the identification and tracking of transactions. Manufacturer information is also carried into Business Central as the task description, creating consistent project records. Together, these enhancements reduce manual intervention, improve data consistency, and provide a stronger foundation for project and financials.