Legacy ERP systems often create friction between sales and finance. Orders get delayed, data stays siloed, and manual workflows slow everything down. For a global life sciences provider managing complex pricing and compliance, legacy Microsoft Dynamics NAV could no longer keep pace.
This case study explores how a leading PRO and COA solutions provider eliminated sales–finance disconnects by integrating Dynamics 365 Sales with Dynamics 365 Business Central.
With a unified Sales-to-Finance architecture, the company achieved:
- Seamless lead-to-order flow with centralized sales execution
- Instant order submission from CRM to ERP with no manual entry
- Faster order cycles across complex pricing and multilingual catalogs
- Real-time pipeline visibility with automated reporting dashboards
- Improved revenue accuracy through synchronized sales and finance data
- Faster proposal and contract generation with consistent branding
What you’ll learn:
- Why legacy ERP systems create costly sales–finance silos
- How to connect CRM and ERP using a hybrid integration approach
- How Power Automate enables workflow automation without heavy custom code
- How real-time sync improves forecasting and decision-making
- How eliminating manual order entry accelerates revenue cycles
👉 Download the Full Case Study
