3 Reasons To Integrate Dynamics 365 CRM With Your Accounting

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Accounting CRM exemplifies how this type of management software may be beneficial to departments other than marketing and sales (contrary to what some may think). In reality, a properly deployed Dynamics 365 CRM centralizes all of your data. And also brings all of your company’s stakeholders together (clients, external collaborators, vendors, suppliers, etc.). What’s the end result? It becomes much easier to manage your relationships and conversations.

What are the most common features of Microsoft Dynamics 365 for accounting to help you with it?

Office 365

Dynamics 365 CRM Features

Here are some of the most compelling features you can look forward to in a Microsoft Dynamics 365 solution and enhance your project management.

Dynamics 365 includes robust reporting and analytics features that let you swiftly gather information, track performance, and make data-driven choices.

Dynamics 365 combines CRM and ERP functionality, allowing you to manage all of your sales, marketing, customer support, and operations processes in one place.

Within the CRM, app modules allow you to construct bespoke, highly targeted apps or business process flows.

Dynamics 365’s unified UI adapts to the device or screen being used. And ensures a consistent and highly accessible experience across the web, Outlook, and mobile devices. Ultimately, making it easy for you to tackle any business operations and customer service.

Moreover, here are 3 compelling reasons to use Dynamics 365 CRM as your accounting tool to help your company develop.

3 Reasons to get Microsoft Dynamics 365 CRM for accounting

Once you have the opportunity locked in CRM, the following process is billing. Customers will go away if the software is prone to error or slow.

Billing creates invoices immediately from the date entered into the Accounting software, turning billing into a simplified, error-free process that improves customer satisfaction and cash flow. Billing automates your invoicing process by drawing on data currently stored in CRM, eliminating the need for manual re-keying or complicated integrations.

As invoices are stored in CRM, users can take advantage of the platform’s easy customization to develop and streamline invoice payment and collection policies. Furthermore, moving the billing process from the back office to CRM allows the entire business to communicate in real-time.

Besides that, CRM also automates reporting, helping you to gain greater clarity and financial insight into sales, marketing, and other things.

Many businesses do not map the entire accounting entity. That is why companies employ journal entries, such as payroll summaries at the end of the pay period, retail sales at the end of the day/week/month, or deferred revenue recognition. All of these accounting entries can be automated with the help of additional apps like CRM, Timesheet, and Point of Sale.

Bottom line

Well, we all can agree that Microsoft products never fail to amaze us. So, be it field service or financial management of cash flow, we can always rely on Microsoft and its tools. Now, if you are looking for ways to improve your accounting department, let the DFSM help. Our experts can implement the custom Dynamics 365 accounting solution for you.

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