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Implementing Microsoft Dynamics 365 for Finance and Operations
book

Implementing Microsoft Dynamics 365 for Finance and Operations

by Rahul Mohta, Yogesh Kasat, JJ Yadav
September 2017
Beginner to intermediate
562 pages
13h 46m
English
Packt Publishing
Content preview from Implementing Microsoft Dynamics 365 for Finance and Operations

Integration scenarios

Every project is different, and integration requirements will vary depending on the scope and needs of the specific project. However, there are some common areas where most of the businesses have processes that require integration. The following table shows the common integration points and possible scenarios:

Integrations

Possible scenarios

Customers

Customers need to be maintained in the CRM system, which needs to be synced with the ERP system.

Sales orders

Integrating web orders with the ERP system that includes delivery notification, invoicing, and payments or with customer systems directly (for example, EDI integration).

Product and inventory (on hand)

Receiving product data from a PLM system. ...

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Publisher Resources

ISBN: 9781787283336Supplemental Content