Customer Relationship Management (CRM)

Integrating Dynamics SL with Microsoft CRM Software

Project-driven organizations can easily bridge islands of data on customers and financial information with The Connection Manager for Dynamics SL and Microsoft CRM. From within accounting or project modules, users can get one-click customer views in CRM. Data created in one application automatically passes to the other, which reduces duplicate data entry and gives all stakeholders complete visibility of a customer’s status in real time.  Factsheet: The Connection Manager for Dynamics SL and Microsoft CRM Factsheet: The Connection Manager Technical Specs

Click on a circle to see how Microsoft Dynamics SL integrates.

Microsoft CRM and Its Integration with Microsoft Dynamics SL

Microsoft Dynamics CRM is a full customer relationship management (CRM) suite with marketing, sales, and service capabilities that are fast, familiar, and flexible, helping businesses of all sizes to find, win, and grow profitable customer relationships. Microsoft Dynamics CRM works with familiar Microsoft® products to streamline processes across an entire business.

For project-driven organizations, more value is delivered when organizations implement Microsoft Dynamics SL with integration with Microsoft CRM through The SL-to-CRM Connection Manager. It enables companies to improve efficiency and streamline operations by:

• Reducing duplicate data entry and errors
• Seeing data entered in CRM accounts and contacts, project information, customer orders, or invoices in the other application
• Decreasing time to administrate data
• Providing one-click customer views from accounting and project modules
• Increasing visibility of customer status in real time for all stakeholders
• Significantly increase worker productivity
• Improving decision making for project managers
• Delivering critical customer data to business development managers

Brochure: Microsoft Dynamics CRM

Brochure: Sales Force Automation with Microsoft CRM