The Power of Integration: Dynamics 365 for Sales + Business Central
When sales and finance operate in silos, valuable insights get lost, processes slow down, and customer experiences suffer. That's why more small and medium-sized businesses are turning to the combined power of Microsoft Dynamics 365 for Sales and Dynamics 365 Business Central to break down barriers, streamline operations, and create a single source of truth across the organization.
At WebSan Solutions, we specialize in helping companies implement and integrate Microsoft's suite of Dynamics 365 tools so teams can work better—together.
Why Integrate Dynamics 365 for Sales and Business Central?
1. Real-Time Data Sharing Between Sales and Finance
When your CRM (Dynamics 365 for Sales) and ERP (Business Central) speak the same language, your sales reps gain instant access to real-time inventory levels, pricing, customer credit limits, and payment history—right from within the CRM. No more emailing accounting for updates or making decisions based on outdated data.
2. Seamless Quote-to-Cash Process
WebSan helps clients eliminate manual handoffs between departments by integrating the quote-to-cash journey. Sales can convert opportunities into quotes, orders, and invoices automatically in Business Central, reducing duplicate entry and minimizing errors.
3. Enhanced Customer Visibility
With a unified system, every team—from sales and finance to customer service—has access to the same customer records. This leads to faster response times, more personalized interactions, and better overall customer satisfaction.
4. Smarter Decision-Making with Unified Reporting
Combining the robust reporting capabilities of Business Central with the sales pipeline insights from Dynamics 365 for Sales gives decision-makers a full 360-degree view of business performance. Whether it's tracking gross margin by customer or forecasting revenue, the data is always at your fingertips.
What WebSan Brings to the Table
At WebSan Solutions, we don't just implement systems—we help you maximize the value of your Microsoft investment.
✔ Certified Microsoft Partner – We've helped hundreds of companies successfully implement and integrate Dynamics 365 solutions.
✔ Custom Integrations – Our team ensures your Sales + ERP workflows reflect your real-world processes.
✔ Training & Support – With access to WebSan University and expert-led webinars, your team stays empowered and informed.
✔ Add-on Apps – Explore our exclusive Business Central apps to further extend functionality, from Electronic Banking to Intelligent Order Routing.
Real-World Impact: From NetSuite Silos to an Integrated Microsoft Ecosystem
One WebSan client—a leading glass manufacturing company—experienced firsthand the power of this integration. Struggling with disconnected systems, they faced:
- Poor visibility into inventory across multiple warehouses
- Manual shipping and payment processes
- Lack of reliable sales pipeline tracking
- Time-consuming commission calculations
WebSan helped them migrate from NetSuite to Dynamics 365 Business Central and Dynamics 365 Sales—integrating finance, sales, manufacturing, and logistics into a cohesive cloud-based platform. The result?
- Enhanced financial visibility with real-time reporting and multicurrency support
- Automated commission tracking with WebSan's NAV-X Commissions App
- Improved sales operations with CRM integration into O365, SharePoint, and OneDrive
- Streamlined logistics using the EasyPost Connector for automated shipping and tracking
- Optimized multi-location inventory using WebSan's Inbound Container Handling App
- Accelerated payment processing via the iSolutions credit card payment integration
Together, these solutions helped the client reduce operational costs, increase efficiency, and scale their business with confidence.
Ready to Get More from Dynamics 365?
If you're already using one of these tools—or considering adopting both—it's time to think bigger. The real power of Dynamics 365 lies in how these apps work together to create smarter, connected business processes.
Contact WebSan to explore how we can help you integrate Dynamics 365 for Sales with Business Central and tailor the solution to fit your exact business needs.