Using Business Central with Dynamics Customer Engagement

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Posted on by EnEm

We are finalizing a decision to use Dynamics Business Central which will be used by accounts and finance staff and the plan is to use Dynamics Customer Engagement for all people in the organisation, mostly for general CRM, but also for sales and possibly for marketing in the future.

I would like to know how these two products integrate (I know they do!) and where the integration points are. Will a DBC user need to work on both or can they see contacts and companies (accounts) from the Customer Engagement product.

Should we be considering Dynamics Sales Professional licences instead of Customer Engagement.

Sorry for the basic questions. I have looked at the docs and the sales collateral and there is no clear explanation thar I. could see of the relationship of these different CRM products.

Also, please point me to the right forum if I am in the wrong place.

Thanks as always

EnEm

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Dynamics 365 Business Central

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Marco Mels Microsoft Employee on at

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Hello,

There is lots of documentation in this area, but this may be your starting point:

docs.microsoft.com/.../admin-common-data-service

Thanks.

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Community Member on at

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Hello,

Based on what you are writing, I would look at Dynamics 365 Sales (CRM) to meet the requirements. Customer Engagement is more Case Management, not your normal CRM features/functionality.

Hope this helps.

Thanks,

Steve

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