Does Business Central Work as a Sales CRM? What You Need to Know
Microsoft Dynamics 365 Business Central is a management solution with many areas of functionality, including finance, manufacturing, services, project management, and plenty more. Part of its functionality includes sales features such as invoicing, campaign pricing, and line pricing and discounting. Business Central also lets you manage contacts, campaigns, interactions, documents, opportunities, and sales orders.
Additionally, Microsoft offers Dynamics 365 CRM, a solution solely dedicated to sales and marketing. While this CRM was built with sales in mind, businesses have been able to use Business Central for sales responsibilities. Depending on your organization, Business Central’s sales features may be exactly what you need, or you may find you need additional functionality to support your team.
Can I Use Microsoft Dynamics 365 Business Central for Sales?
Business Central’s sales capabilities are great for a typical quote-to-cash sales process, but will it offer enough sales functionality for your organization?
Business Central is often recommended for small and mid-sized businesses, as sales teams for larger organizations typically have more complex needs. If your company has fairly straightforward sales processes, this software could make things easier.
Take a look at the following scenarios and see if any of them sound familiar:
- You want to develop customer cards for each new sale
- You want to set up a picking list ahead of time to make shipment selection easier
- You want to fulfill several large shipments at regular intervals for a repeat customer
- You want to send a customer with multiple shipments one invoice
- You want to update customers on changes to their shipments and delivery dates
All of these situations can be resolved within Business Central. As you can see, the software is well-suited for product-based organizations in search of a way to manage sales as they relate to customers. If you need a solution that does the opposite—one that manages customers as they relate to sales—a true CRM might be a better choice.
Do I Need a CRM Solution?
How do you know whether you need a full-fledged CRM solution or you can get away with an alternative like Business Central? It all depends on your primary goal. If you want to compare the sales capabilities of Dynamics 365 CRM and Business Central, check out our official comparison article. It will help you understand what each product has to offer, and which one is the best fit for your business.
See them in action
Want to see the differences between Dynamics 365 Business Central and Dynamics 365 CRM? Check out our demos for more information.
