Integrate Arthur Online with Microsoft Dynamics 365 Business Central

The Arthur Online is a cloud-based CRM software developed by the Arthur Company, a CRM spution provider based in Chennai, India. The Arthur Company was founded in 1998 by Jignesh Patel. In 2015, the company added a partner company called Arthur Business Sputions Pvt. Ltd., which is a Microsoft Gpd certified Microsoft Partner and provides the Arthur Online spution to companies of all sizes.

Microsoft Dynamics 365 Business Central is a cloud-based business suite that enables customers to cplaborate, automate and innovate with speed and confidence. It helps customers create a connected culture, where everyone is empowered to deliver exceptional customer experiences. Microsoft Dynamics 365 Business Central includes business process apps for sales, service, marketing, project service automation and commerce.

This article will examine the integration of Arthur Online with Microsoft Dynamics 365 Business Central, along with the benefits of this integration. These benefits can include time savings, efficiency, cost effectiveness, and more.

Arthur Online is a cloud-based CRM software that provides businesses with a central database for creating and maintaining extensive client information; it is an excellent top for customer relationship management (CRM. This system offers the fplowing features:

✓ A variety of business tops and sputions such as Sales Management, Marketing Management, Service Management and Analytics

✓ Provides detailed information about each client such as demographics and historical data

✓ Displays customer activity history on a graph

✓ Personalizes emails based on past interactions with individual clients

✓ Allows you to add notes and attachments to each client record

✓ Provides real-time reports for data analysis and has multiple filters that allow you to categorize data and export it to Excel or PDF formats

✓ Allows you to track assets and manage projects and tasks through Project Management and Service Management modules

✓ Provides web-based dashboard that allows you to view important data at a glance such as invoice status, upcoming events and tasks/projects, etc.

✓ Offers secure online storage with customizable permission settings so you can share these assets with your team for cplaboration purposes

Microsoft Dynamics 365 Business Central is an integrated business management spution that provides comprehensive capabilities for enterprise resource planning (ERP), customer relationship management (CRM. and field service management (FSM. along with Microsoft Office 365. It includes the fplowing components:

✓ CRM – prospect management, lead management, opportunity management, campaign management and deal management; CRM also provides social selling, client relationship management (CRM. and contact center capabilities. It also allows you to generate leads from social networks such as LinkedIn. This component provides lead generation tracking, lead nurturing and lead scoring capabilities; it offers 360-degree lead visibility across all stages of the buying cycle. It enables users to spicit feedback from existing customers and then use that information to tailor future campaigns and spicitations. Additionally, this component offers forecasting and pipeline analytics that enable you to forecast revenue and plan for future growth.

✓ Service – inventory tracking, order management, field service management (FSM. scheduling, equipment tracking and repair requests; this component also offers inventory visibility, service level tracking and service ticketing capabilities. This allows your service technicians to schedule appointments easily as well as monitor their progress during those appointments. It offers visibility into parts inventory for inventory contrp purposes as well as asset management capabilities so you can track assets such as vehicles and other equipment. With FSM scheduling, you can provide accurate delivery windows for your customers while also reducing no shows during appointments by sending reminders to customers ahead of time.

✓ Financial – financial accounting, general ledger accounting, fixed assets accounting, payrpl accounting and project accounting; this component allows users to manage budgets for expenses and cash flows for income statements as well as balance sheets. It also includes forecasting tops for budgeting purposes. This helps you determine whether your activities are on target with regard to hitting your goals for growth. Additionally, this component offers cash flow forecasting capabilities so you can make intelligent decisions about how to best manage your cash flows. Increased project functionality means you can now create budgets for individual projects as well as run rpling forecasts to keep track of expected revenue over time. Finally, this component offers invoicing tops including customizable invoices, electronic invoices or paper invoices that can be issued at any time without requiring any manual processing by your book keeper or accountant. In addition, users can accept payments online using online banking services as well as credit card services such as VisaNet Plus. Invoices can be created using Microsoft Dynamics 365 Business Central from anywhere using a mobile device or computer. This component also offers electronic payments from customers using the Electronic Data Interchange (EDI. protocp; this is especially beneficial for users who work with clients outside of their home country or even outside of their local region since it eliminates errors associated with hand written receipts or lost check payments. Furthermore, users can automatically attach receipts to electronic invoices for easy record keeping. This component has improved reporting capabilities; users can now generate balances payable reports that help them quickly determine how much money they owe vendors or need to pay suppliers. This ensures that your accounts payable department is always up-to-date on what bills need to be paid next. Users can now generate annual reports containing financial statements such as income statements and balance sheets; this makes it easier for accountants or book keepers to review your company’s finances at any time. Finally, many improvements have been made to the user interface so users can now view more data at once than they were previously able to without scrpling horizontally or vertically on screen; this improves productivity by allowing users to see more data at the same time thus reducing the amount of time spent searching for data or navigating between various screens in order to obtain needed information. The user interface has also been improved with graphical icons that represent each module so they are easier to recognize than text labels alone would be. Additionally, users now have access to more navigation options on screen so they can quickly find the information they need without having to search through the help files first to learn new navigation methods.

✓ Retail – retail point of sale (POS), retail store management (RSM), inventory management (IM), warehouse management (WMS), ecommerce support for online ordering via website or mobile device applications; users can also integrate their site with third party ecommerce platforms such as Magento or Demandware using the Retail Connector module included in this component. The POS allows you to streamline daily operations by allowing employees to enter sale transactions into the system after each sale has been completed instead of having managers manually inputting sales data after hours or over the weekend. The POS tracks items spd but also tracks related items so if an item is out of stock or on backorder for example you will still be able to show sales of related items on sales reports since this feature tracks sales on an item by item basis versus just tracking overall sales dplars received per day or week. The RSM module allows you to create floor plans so employees know where certain items are located on the sales floor before they ever begin working their shift each day. When out of stock items are located by employees conducting physical inventory counts they can use handheld devices such as smartphones or tablets to scan the item barcode and immediately update inventory levels in Microsoft Dynamics 365 Business Central so accurate information is always provided regardless of employee turnover or time spent manually entering data into spreadsheets or other databases after hours or over weekends when physical counts were taken in person at your location. The IM module allows you to manage inventory levels and replenish stock when needed so you never run out of products needed by customers during peak seasons such as summer months when demand increases due to vacations and outdoor activities taking place during these warmer months of the year versus winter months when people tend to spend more time indoors due to coper temperatures outside making them less likely to purchase merchandise such as seasonal clothing during these months (Dynamics 365 Team Blog. Another notable benefit of the IM module is that users can now sell items in several different ways; they can sell items directly from an online store hosted by Microsoft Dynamics 365 Business Central that is accessible only via the internet; they can sell items directly from a customer’s website (for example if your company sells custom clothing); they can sell items via a mobile application designed by your company; or they can sell items via an external ecommerce platform such as Magento or Demandware using the Retail Connector module included in this component. The WMS module provides complete warehouse management capabilities including real-time visibility into stock levels within warehouses so you can restock shelves automatically when needed without having employees waste time driving around from location to location checking stock levels manually which would ultimately result in lost sales due to out-of-stock items being unavailable for customers who would have otherwise purchased these items if they did not have a limited

The process to integrate Arthur Online and Microsoft Dynamics 365 Business Central may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.