IBG
Integration of Dynamics CRM,
NAV and SharePoint
Dynamics 365 CRM, SharePoint and NAV integration for energy projects. Automatic data flow from sales to invoicing. No manual retyping.
3 months
Duration
Challenge
Energy systems integrator needed to connect business data from Dynamics CRM with project documentation in SharePoint and execution data in Dynamics NAV. Sales representatives and field technicians lacked unified access to important project information across systems.
Business data isolated in Dynamics CRM
Project documentation separated in SharePoint
Financial data in Dynamics NAV disconnected from CRM
Field technicians without access to current information
Data duplication across three systems
Time-consuming search for documents and financial data
Solution
We created comprehensive integration connecting Dynamics CRM, SharePoint and Dynamics NAV. Sales opportunities from CRM automatically create project folders in SharePoint and transfer data to NAV for invoicing and financial reporting.
Connection of Dynamics CRM, SharePoint and Dynamics NAV
Automatic project folder creation in SharePoint from CRM
Transfer of business data from CRM to NAV for invoicing
Central repository for installation photo documentation
Unified interface for all project data access
Mobile access for field technicians
Automatic financial data synchronization between CRM and NAV
Technologies Used
Results
Connection of three key systems into one unit
Automatic data flow from CRM through SharePoint to NAV
Sales team has access to current documentation and finances
Field technicians see complete project info
Elimination of data duplication across three systems
Automatic invoicing from sales opportunities
Impact
Comprehensive integration of three systems created a unified ecosystem for managing energy projects from sales opportunity to invoicing. Sales representatives gained immediate access not only to project documentation but also to financial data from NAV. Automatic data flow between CRM, SharePoint and NAV eliminated manual work and errors in data transfer.
