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Hide menu items in Dynamics NAV
Get your personal overview
If you want to reduce the number of menu items in Dynamics NAV, you as a user can do this yourself:
In the Navigation Pane Designer (Alt+F12), you can right-click, for example, the menu item Storage location, and then select the Assign users menu item. This allows you to “remove” the menu item for each user:
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Integration between Salesforce and Dynamics NAV
Get an overview of how integration between Salesforce and Dynamics NAV streamlines data exchange and strengthens collaboration between sales and finance departments.
At a time when digitalisation and automation are crucial to the competitiveness of companies, it is essential to ensure that business-critical systems work seamlessly together. At VisionPeople, we specialize in creating integrations between Microsoft Dynamics NAV and other systems — including the market-leading CRM solution, Salesforce. This article delves into how the integration between Salesforce and Dynamics NAV can optimize workflows, create visibility, and ensure that sales and finance departments work on a common data base. Why integrate Salesforce and Dynamics NAV? When sales and marketing teams work in Salesforce with leads and sales leads, it is crucial that this data can be exchanged with the Dynamics NAV financial system. A tight integration means that the customers you work with in Salesforce are also those billed from NAV. This ensures that all relevant departments have access to up-to-date and consistent customer information.With the integration, revenue and other financial ratios from NAV can be automatically transferred to Salesforce. It gives the salespeople a complete overview of the customer's financial history directly in the CRM system, which strengthens the sales work and enables more targeted customer dialogue.
This is how the integration works
VisionPeople has developed a seamless system integration between Salesforce and Dynamics NAV, based on web service calls from NAV. This solution makes it possible to automate a number of key processes:
- Automatic creation of leads and orders: When new leads or orders are created in Salesforce, they can be automatically created in Dynamics NAV. This means that customers are quickly and efficiently prepared for invoicing in the financial system.
- Synchronization of financial ratios: Revenue figures and other relevant data from NAV can be exchanged with Salesforce so that the sales department always has access to up-to-date information about the customer's purchase history and financial status.
- Common data bases: Integration ensures that both the sales and finance departments work from the same data, minimizing the risk of errors and duplication.
Benefits of integration
A well-functioning integration between Salesforce and Dynamics NAV creates a number of benefits for the company:
- Streamlining work processes: Automating data exchange reduces manual input and frees up time for value-adding tasks.
- Better overview: Sales people access financial ratios directly in Salesforce, strengthening the decision-making base and enabling more qualified customer service.
- Faster billing: New orders from Salesforce can be quickly created in NAV, so invoicing can be initiated without delay.
- Data Quality: Consistent and up-to-date data across systems minimizes errors and ensures that all departments work with the same information.
Technical foundation
The technical foundation of the integration is web service calls from Dynamics NAV. This approach ensures a robust and flexible integration that can be adapted to the specific needs of the company and the existing system landscape. The solution has been developed with a focus on stability, security and scalability to support both small and large businesses.
Business Central as a CRM system — Manage customer relationships and processes
Discover how Business Central can be used as a CRM system and bring together finance, sales, marketing and customer data in one place — with integration for apps and software.
What is CRM and why is it important?
CRM (Customer Relationship Management) is about building, maintaining and leveraging strong relationships with the company's customers. A good CRM system provides an overview of customer data, sales processes, marketing activities and service, so you can create more value for both customers and business. In a modern business, CRM is not just an application, but an integral part of business processes — and this is where it can Business Central make a difference.
Business Central as a CRM system
Microsoft Dynamics 365 Business Central is much more than a financial system. With built-in CRM features, you can:
- Get an overview of all customer data, contacts and history
- Manage sales processes, quotes, orders and follow-ups
- Segment customers and target marketing efforts
- Automate tasks and processes across sales, finance and service
- Integrate with Office 365, Outlook, and other Microsoft products
Business Central makes it easy to gather all relevant information in one place, so your employees can work efficiently and provide customers with a better experience.
Extensions and integrations — get even more out of CRM
Business Central can be expanded with a wide range of apps and software that make CRM work even stronger. Examples:
- VisionDocumentDispatch — Automate and configure the sending of documents to customers and partners directly from Business Central.
- VisionExpense — Integrate expense management and have all attachments and expenses linked to customer data and projects.
- VisionImport — Import and consolidate customer data from other systems so you always have up-to-date and correct data.
- Business Central — Learn more about standard functionality and customization options.
- Power BI — Visualize and analyze CRM data and sales performance directly from Business Central and give insights to the sales people
Benefits and Best Practices
- Get a unified system for finance, sales, marketing and service
- Avoid duplicate entries and errors with automated data flow
- Enhance data quality and improve reporting
- Give employees an easy-to-use tool they already know from the Microsoft universe
- Scale and customize the solution with apps and integrations as needed
Conclusion
Business Central is a strong foundation for CRM in modern companies. With the right apps, integrations and best practices, you can bring all processes and customer data together in one place — creating more value for both customers and business. Contact VisionPeople for advice on how to get the most out of Business Central as a CRM system.
Upgrading to new version of Dynamics NAV or Business Central
Get an overview of the benefits of upgrading to the latest version of Dynamics NAV or Business Central.
Upgrading to new version of Dynamics NAV or Business Central
Is your business still on an older version of Dynamics NAV? Upgrading to the latest version gives you access to the latest features, enhanced security, and integration with modern Microsoft solutions.
Advantages of upgrading:
- Better user experience and role centers
- Stronger integration with Office 365 and the Power Platform
- Improved reporting and analytics
- Greater flexibility and scalability
Vision People helps you securely throughout the upgrade process — from analysis of current solution to implementation and training of employees.
