Where is the limit in Business Central CRM capability and when integrating it with D365 Sales? (part 1)

We know that Microsoft Dynamics 365 Business Central (previously NAV) is primarily an ERP solution. But even so, this product has some customer relationship management capabilities. And name ‘Business Central’ probably comes because this solution can provide all business activities in one solution. But as this is primarily an ERP solution, the biggest strength comes in ERP, and in other areas, such as CRM or HRM, the level of functionalities is significantly lower. But let us make an overview of what is already in Business Central, but we can say it can be treated as CRM.

First, what we can find are a good customer and contact management. Still, as customers play an essential role in every ERP solution, we can emphasize more about contact management where we have some basic information about contacts and some segmentation.

You can also find some level of creating and tracking opportunities and sales quotes and interactions. You can also have some possibilities to make direct phone calls from BC or send an email. This is more or less what we have, but this is not a small number of functionalities.

Today I’ll not go into details about all these features. I just wanted to show some basic information about them and explain on a high level in which situation you should think about an additional and full CRM solution. As a full and independent CRM solution, I’ll focus on Dynamics 365 Sales Professional:

  • First, naturally, if you don’t have enough functionalities, you will take a specialized CRM solution, but let’s talk in detail on another occasion.
  • Second, the price can be an issue. If you have pure CRM users, they still need to pay $70 or even $100 for the license as they must pay a BC license even if they need only CRM capabilities. Sales Professional full license price is $65, and you can get full CRM. But with the new attach license for Dynamics 365 Sales Professional, BC clients can add a full CRM solution for an additional only $20.
  • Third, as I mentioned in the beginning, Business Central is still primarily an ERP solution, meaning its UI is built for ERP and not for CRM. Even if you have many CRM features, when we compare usage of these features, this is definitely not even close to being useable as in a regular CRM solution.
Dynamics 365 Sales Lead to Opportunity Business Proces Flow

Today I wanted just to make a high-level overview, but in future texts, I’ll try to be more accurate about when CRM in Business Central is enough for you and when you should think about integration with Dynamics 365 Sales.

BizApps Wiki – a great place for ERP, CRM and other experts

New platform BizApps.Wiki has just started. On the first sight it looks like as well know Wikipedia, but there is ‘but’…

In comparison with Wikipedia there is highly focused content only with business applications (solutions/software) and other related topics. By the business application topics you can find information about almost all possible business application solutions as well as vendors (global and local). Also you can find information about partners or about the most impactful experts (MVPs or similar).

By the ‘other related topics’ it means you can find a lot information about project management, business processes, implementation processes, learning guides, certifications, events, communities, accounting… and so on.

OK it is obviously that topics are not related only with Dynamics solutions as this is Wiki about all business solutions, but there are for sure a few dozens of articles (maybe even more) related only with Microsoft solutions.

And on the end, there is one really good idea about building the digital business applications museum. Even if its history is not so big, it is very interesting how these applications looked like 20-30 years ago. And this is not finished project… as you can see on the first page, this is an ongoing project (always work-in-progress) where it is expected that community will take a part in building or editing this library of articles.

I’ll not write about the project in more details as you can easily go there and check. Definitely good for developers, consultants, project managers, but also for future experts such as students…