The Many Benefits of Microsoft Dynamics AX Salesforce Integration

Microsoft Dynamics AX, now known as Dynamics 365 for Finance and Operations, is an enterprise resource management and planning software used in many industries. Today, the new AX solution contains product features for accounts, production, human resources, accounting, administration, and to some extent sales, marketing, and customer relationship management.

Choosing an enterprise resource management tool like Microsoft Dynamics AX is a significant challenge for many businesses that don’t realize the benefits of the planning software. The decision to pursue an ERP solution can be challenging in itself, but the benefits make sense for organizations that want a system to streamline and conduct business. And, you can realize more benefits by using Microsoft Dynamics AX integration with Salesforce.

Some questions you may be asking yourself about Microsoft Dynamics AX (and the possible integration with Salesforce) include whether you really need such an advanced tool like an ERP, whether a cloud-based system makes more sense for your organizations, and what kinds of data transfers are possible when integrating the system with a CRM like Salesforce. 

In this post, we explore the benefits of Microsoft Dynamics AX and point the way toward increased efficiency and productivity through integration with Salesforce. From here, you can make an educated decision about whether you should pursue an easy, preconfigured solution for integrating your systems, using Dynamics and Salesforce to their full potential.

Make smarter business decisions. 

Dynamics AX provides the core functionality you need from an ERP solution to make smarter business decisions. The solution allows you to benefit from the total visibility of your business processes from every department, giving you an accessible way to make choices for your company as senior management.

For instance, you can monitor all inventory levels daily, knowing precisely where you stand with stock and product as you control your working capital with more precision. Since all your company’s information is centralized and synchronized, there is a better potential for collaborations in which leadership makes decisions together based on solid data points. 

Improve everyday workplace efficiency.

Immediately, an ERP like Dynamics AX reduces IT and training costs, and it can also reduce the effort required by your team to carry out essential and everyday tasks. That means reducing the amount of repetitive manual data entry and processes, like freeing up time for your team to focus on generating revenue. 

In addition, the inclusion of artificial intelligence and machine learning has the powerful effect of automating processes and making intelligent suggestions for improved function and performance. You can then manage business activities easily like generating purchase orders and tracking items from manufacture to delivery. 

Enhance your data security.

Another advantage of Microsoft Dynamics AX and integration with Salesforce is that you can bolster your data security. While the system provides widespread access, it also allows for control over who can see and edit information. Moreover, it provides a single point of input that means that there is no need to use multiple systems that cause security conflicts, not to mention problems of accuracy and consistency. 

Gain insight into your business.

With the improved ability to generate insightful reporting and planning, using an ERP like Dynamics AX results in major advantage. With a single, unified reporting system for all your processes, there is a single source of truth, and Dynamics AX will automatically generate useful reports and analytics at your fingertips. This way, you can compare and analyze the functions and processes of your business across departments.

For example, one of the most popular and insightful reports exists in finances. Whereas standard reports like income and cash flow statements usually take much energy to produce, an ERP like Dynamics AX can quickly generate reports without the need for manual intervention. Insight from these reports can then be quickly used to identify strengths and problem areas before they become a liability. Moreover, Dynamics AX integration greatly enhances the quality of reports produced by Salesforce, adding financial insight to sales and marketing information stored in the CRM.

Simplify the management of data.

With Microsoft Dynamics AX integration with Salesforce, you can finally stop using multiple systems to manage the same information and processes for your organization. This results in improved collaboration, better workflows, and enhanced management company-wide. Quality, customer service, flexibility, and scalability are some additional benefits of such integration since your systems will work (and grow) together.

With benefits like these, you can see a good reason to choose to integrate your existing Microsoft Dynamics AX system with Salesforce. And, you can do so with a simple solution like RapidiOnline which offers preconfigured templates for your organization to integrate without the need for IT intervention. RapidiOnline is known for its simplicity as it brings all the benefits listed in this post, saving you time and energy as you supercharge your company’s systems.

Learn more about RapidiOnline and our pre-configured integrations.