Creating Value with Integrated Solutions: NAV 2016 – CRM

OnlinePresented by –

Anil Shah (Scribe MVP), Managing Partner, CloudFronts Technologies LLPSunil Dhing, ERP Functional Lead, CloudFronts Technologies LLP

Agenda• About CloudFronts• Creating Value with Integrated Solutions• NAV 2016– CRM Online Integration• Recap• Q & A

About CloudFronts• Microsoft Certified Silver Partner for Dynamics CRM, Data Analytics and Azure Cloud

Platform!• Scribe Premier Partner• Focused on Dynamics CRM, AX, NAV, Power BI & Azure• Deep expertise on the Scribe Insight & Scribe Online Platforms• Developed integrations for –

• CRM – AX 2012 R2/R3• CRM+ Field Services – AX 2012 R3• CRM – AX 7• CRM – NAV 2016• CRM – GP 2015 R2• Salesforce – AX 2012 R2

Clients and Partners

Creating Value with Integrated Solutions• We live in an integrated world, our solutions should also be integrated• Deeper visibility into data• Faster decision making• How can Partners benefit?• Build out IP• Differentiate• Gain access to new Opportunities

NAV 2016 - CRM Online Integrated Solution• Integration Platform – Scribe Online• Connectors – Scribe NAV 2016 Connector, CRM Connector• Key Integrations

Integration Operation Direction Type

Customers Create CRM to NAV Realtime

Delivery Address Create CRM to NAV Realtime

Customers Update NAV to CRM Batch

Delivery Address Update NAV to CRM Batch

Products Create NAV to CRM Batch

Sales Order Create CRM to NAV Batch

Invoice Posting Status Update NAV to CRM Batch

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