IBG
Integration of Dynamics CRM,
NAV and SharePoint
Three systems connected into one data flow. From sales opportunity in CRM through documentation in SharePoint to invoicing in NAV. No manual retyping.
3 months
Duration
Challenge
IBG had Dynamics CRM, SharePoint and Dynamics NAV, but each system worked independently. Sales reps entered data in CRM, technicians searched for documents in SharePoint and accountants retyped numbers into NAV. Same data in three systems, manual work and errors during transfer.
CRM, SharePoint and NAV without mutual connection
Sales reps could not see documentation or invoicing status
Field technicians without access to current data
Manual data retyping between three systems
Installation photos scattered across emails
Invoicing disconnected from sales opportunities
Solution
We connected all three systems so data flows automatically. A sales opportunity in CRM creates a folder in SharePoint and transfers data to NAV for invoicing.
Bidirectional integration of CRM, SharePoint and NAV
Automatic project folder creation from CRM
Business data transfer to NAV for invoicing
Central photo documentation storage in SharePoint
Mobile access to project data for field technicians
Unified interface where sales reps see everything in one place
Technologies Used
Results
No more manual data retyping between systems
Sales reps see documentation and finances in one place
Field technicians have current project data on site
Photo documentation automatically linked to the right project
Invoicing directly from CRM sales opportunity
Deployed in 3 months
Impact
Three isolated systems work as one. Sales rep enters an opportunity in CRM and data automatically flows to SharePoint and NAV. No retyping, no searching for documents in emails.
