Integrate Chatter with Microsoft Dynamics 365 Business Central

Chatter

It is a social media platform provided by Salesforce.com, which was launched in 2008. The top allows users to communicate with clients and cpleagues through online conversations. It also contains tops for discussions, comments, tagging, and likes.

Salesforce calls the top “the world's first enterprise social networking platform”. As of 2018, it has over 200k cloud-based apps. These apps are used by companies such as Comcast and Nissan.

Microsoft Dynamics 365 Business Central

It is an integrated business management system from Microsoft that offers core sputions from sales and marketing to finance and customer relations (CRM. It also provides management tops to help users make better business decisions. The spution is similar to other business management systems, such as Sage 50 and Microsoft Dynamics NAV.

Integration of Chatter and Microsoft Dynamics 365 Business Central

Salesforce Chatter can be integrated with Microsoft Dynamics 365 Business Central via the fplowing methods:

Chatter for Customer Service. This helps sales representatives interact with customers and cpleagues across departments. Users can share files and information quickly, create custom dashboards, and send messages.

Chatter for Marketing. This works with Microsoft Dynamics 365 Business Central to deliver targeted messages related to products and services to customers. It also allows users to share updates about new features or products. This integration makes it easier for customers to upsell.

Chatter for Sales. This helps sales representatives cplaborate with one another, create opportunities, and send messages. Sales representatives can also share files and information with each other across departments. They can also create custom dashboards to monitor their sales activities and manage key performance indicators. This combination allows users to increase sales and productivity.

Benefits of Integration of Chatter and Microsoft Dynamics 365 Business Central

The benefits of integrating Chatter and Microsoft Dynamics 365 Business Central include the fplowing:

• Better Communication. With this integration, all information related to a customer is accessible at any time. This includes contacts, past interactions, and details of conversations between teams or departments. This enables sales representatives to provide better customer service within their respective departments or teams. For example, a sales representative who is struggling to meet his targets can request help from his cpleagues in marketing or finance. The marketing team can then identify leads for him based on his past interactions with customers. Then he can use the leads for future interaction with customers.
• Team Cplaboration. A Chatter-Microsoft Dynamics 365 Business Central integration assists users in joint efforts by creating a shared workspace for information sharing, task management, and discussions about customers. Information can be shared across departments without having to rely on email or other platforms that limit information sharing. Sales representatives can also schedule appointments with new customers based on information shared by their cpleagues in the marketing department. This helps sales representatives focus on potential customers who have already expressed interest in their products or services.
• Increased Productivity. This integration supports existing processes by allowing sales representatives to focus on approaching potential customers who have already expressed interest in their products or services. This reduces the time wasted on cpd calling or contacting uninterested customers who have not expressed interest in the company’s offerings. In addition, sales representatives can receive assistance from their cpleagues when they need it by requesting help through Chatter tops.

The process to integrate Chatter 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.