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Business Central forum

Where should my items be? Dynamics CRM or Business Central

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Posted on by

Hi,

I've recently joined a company and we're implementing the Microsoft Dynamics system and Business Central. From the advice we've been given we should be creating the inventory in Business Central but from my point of view it looks like it would be more powerful in terms of building quotations in the CRM side of things using the product structure there. Does anyone have any insight into this? I'd be interested to know how anyone using both systems deals with inventory, non-stocked items and quote building.

Thanks,

Simon

  • Verified answer
    Rahman Erlebach Profile Picture
    on at

    Hi,

    It is a very interesting question, but when we started integrating both system a long time ago (CRM NAV ) over the old connector and then through the native integration, coming finally to the native integration on BC, the view was always that any operation that has a financial effect, should be done on the ERP side and nt the CRM side, so the CRM side is a system meant to be a repository for all the (relationship management) information, like quotations, account and account transactions, prodcuts infos and so on.

    But when it gets more to your inventory and the nventory movements that give real financial movements in the background that require the existance of a COA, this is exactly the time where you should be on the ERP side.

    That's why when we designed the native integration, we though of the coupling Idea, which means your products exist in CRM physically, but get coupled with Items on BC, so as you can do on CRM side all the transactions you ned, and they get translated to financial like movements in BC.

    TO understand this more, please have a look on the concept of the native integration (CRM to NAV) wich is the same for (CRM BC):

    docs.microsoft.com/.../integrating-dynamics-crm-in-dynamics-nav

    Product

    Item and Resource

    In Dynamics NAV:

    Create and couple a new product in Microsoft Dynamics 365 for Sales from an item or resource in Dynamics NAV.

    Access a coupled product in Microsoft Dynamics 365 for Sales from an item or resource in Dynamics NAV.

    Manual and scheduled data synchronization from Dynamics NAV to Microsoft Dynamics 365 for Sales.

    In Microsoft Dynamics 365 for Sales:

    Access an item or resource in Dynamics NAV from a product in Microsoft Dynamics 365 for Sales.

    I hope this explains it.

    Thanks,

    Rahman

  • Community Member Profile Picture
    on at

    Many thanks Rahman for such a detailed answer, I will take a read and see what I come up with. Thanks

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