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Microsoft Dynamics CRM (Archived)

Integrate Dynamics 365 ERP with CRM natively

Posted on by Microsoft Employee

According to Dynamics 365 Pricing plans you can choose either CRM or ERP but not both of them (together):

So I have two questions:

1. How to create an ERP trial (not CRM) (see rectangle 1)

2. How to integrate natively both CRM and ERP software (see rectangle 2)

Any comments will be appreciated

*This post is locked for comments

  • Verified answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: Integrate Dynamics 365 ERP with CRM natively

    Hello,

    1. To register a trial for F&O

    -- goto http://trials.dynamics.com/

    -- select Finance & Operations

    -- Provide your work ID and phone number.. (because trial can only be tagged to a work id.. like pranav.shroti@tcs.com)

    -- It will redirect you to your company ADFS... provide your credentials  and you are all set.

    Note: It will only allow you to play around with new F&O environment and perhaps you will not be able to code/customize it.

    2. Integrate both CRM and ERP using CDS integration: More details below.

    docs.microsoft.com/.../data-integrator

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