Reply To: CRM Options for BC

  • Jeff Woodard

    Member
    February 26, 2025 at 4:32 pm
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    What kind of things are you looking to do with a CRM? BC actually supports a lot of the basic functions of CRM systems. I would look to see what you can leverage with OOB BC first, especially if your team is ‘Old School’. A lot of CRM deployments fail due to user adoption of the ‘new’ system, and better to find out before you spend a lot of time and money if the team will take to it. We use a highly customized Dynamics 365 CRM/Dataverse for our sales and operations teams, and have built a lot of our own integrations. We’re new to BC and are just exploring some of the CRM functionality for the accounting / finance / collections teams, but it seems to have all the objects you need like contacts, leads, opportunities, campaigns, etc. Here’s a quick link I found to some of the BC features: https://learn.microsoft.com/en-us/dynamics365/business-central/marketing-relationship-management

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