Dynamics 365 Business Central vs Dynamics 365 CRM

by | Mar 15, 2024 | Microsoft Dynamics CRM, Business Central, Microsoft Dynamics 365

Many people wonder if there are significant differences between Microsoft Dynamics 365 and Business Central and, if so, which would be the better option.

Understanding which would suit your business needs takes some research, and this post aims to help you with a Dynamics 365 Business Central comparison.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is considered a sound choice for SMEs. It is a cloud-based ERP system designed to help small and medium-sized businesses manage tasks such as production, shipping, projects, finances, etc.

Quote: “Mercurius helped us upgrade from NAV to Dynamics 365 Business Central. Not only is the Mercurius team helpful and responsive, but they have a very logical and systematic process that enabled us to keep the process on track, on time, and budget. I appreciate their ongoing support services and their commitment to our success.” Lori Stone, US Finance Controller, Sopheon.

One of Dynamics 365 Business Central‘s most valuable functions is its relationship management tool. This tool monitors pre-sales tasks, including opportunity tracking and contact management. It allows your staff to access and share data from any location.

This means your teams have the most accurate and up-to-date data at their fingertips, allowing them to confidently make fast and intuitive decisions, whether office-based or remotely.

Banking and payroll are also integrated into the system, allowing your staff to manage your business finances seamlessly using correct, up-to-date information.

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Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is an excellent solution for managing customer relationships. It is a multi-application cloud-based system that offers tools for easy management of everyday business tasks such as sales, marketing, and customer service operations, including contact details, communication history, purchase records, and preferences.  

With Dynamics 365 CRM features and capabilities, you can design targeted marketing campaigns, segment audiences, and track campaign performance. The system leverages AI to deliver actionable insights such as predictive analytics, lead scoring, and sentiment analysis.

One of the most popular elements of this system is the Microsoft Dynamics 365 Sales app. It provides a central hub for your staff to manage customer interactions. However, Dynamics 365 Sales goes beyond just a basic CRM. It helps businesses to:

  • Qualify leads efficiently and identify the most promising prospects to focus your sales efforts.
  • Track opportunities throughout the sales pipeline, ensuring no lead slips through the cracks.
  • Build strong customer connections by keeping track of interactions and tailoring your approach.
  • Design and send targeted email marketing campaigns directly within Dynamics 365 Sales.

Dynamics 365 Sales Professional syncs perfectly with your emails, appointments, and Teams chats. It efficiently manages all your contacts, accounts, leads, and opportunities, allowing your staff to focus on building strong customer or client relationships rather than spending their time managing data.

On the surface, the Dynamics 365 Business Central and Dynamics 365 CRM solutions share many similar functionalities. Still, their subtle differences mean each option delivers perfectly for its intended purpose.

CTA: Ready to transform your customer interactions and unlock the full potential of Dynamics 365 CRM? Visit Mercurius IT Insights for expert advice and practical guidance on implementing Dynamics 365 within your business.

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Business Central vs CRM decision-making

Choosing between Dynamics 365 versions will depend on what you want to gain from the system. Many companies find that Dynamics 365 Business Central’s Relationship Management capabilities perfectly meet their lead management needs.

This solution provides sound and reliable management capabilities, allowing SMEs to efficiently manage their business contacts, customer interactions, sales opportunities, and marketing campaigns.  

Using Business Central’s built-in sales management features will allow you efficient control of:

  • Account management  
  • Campaigns and segments  
  • Contact management  
  • Opportunity management  
  • Quote and order management  

However, if your company focuses more on sales, you may find that Dynamics 365 Business Central’s CRM capabilities are a bit lacking compared to Dynamics 365 for Sales.

It may be enough for some business CRM management needs, but for those seeking a more robust, purpose-built sales-focused solution, Dynamics 365 for Sales would be a more natural choice. This is because Dynamics 365 offers far more customisation options, making it a better option for businesses that want everything listed above and more.

This is because Dynamics 365 for Sales is based on the Dynamics 365 platform. You can easily customise it to meet your business’s needs better. For example, if you want to expand and establish new internal processes, you can modify the functionality to match your needs.

Business Central will be more difficult to modify and will cost more to customise if necessary.

Conclusion

With regard to a Dynamics 365 CRM vs. Business Central comparison, each choice has its merits, and both can be tailored to meet the individual needs of your business.

However, while Business Central will help you streamline operations and manage day-to-day tasks, Dynamics 365 CRM is a better choice if you run a sales-based business and aim to build customer loyalty and boost your sales.  

See real-world results – explore Mercurius IT’s successful Dynamics 365 implementations in our Case Studies. Discover how businesses like yours have leveraged Dynamics 365 to achieve remarkable results.

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