SmartFP offers integration with Dynamics 365, a comprehensive solution from Microsoft that combines ERP and CRM functionality for effective business management. With this integration, you can:
✔ Customer Relationship Management (CRM)
- Track interactions with customers
- Manage sales processes and marketing campaigns
- Analyse customer data for better decision making
✔ Manage Enterprise Resource Planning (ERP)
- Manage finance, inventory and supply chains
- Automate accounting and financial processes
- Plan and monitor projects and operations
✔ Use cloud services
- Access data and applications from anywhere
- Integration with other Microsoft services such as Office 365 and Power BI
- Scalability and flexibility to meet business needs
use of integration
Dynamics 365 integration in SmartFP modules
An overview of the modules that currently use this integration.
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Invoice records
System for registration and approval of incoming invoices. We will tailor the approval process to your organization’s needs.
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Records of purchases and orders
A system for recording and approving purchases within companies. In accordance with the law and with adjustable approval processes.
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Recording of small expenses
Don’t ask employees for receipts anymore. They upload the receipts to the system from their mobile phone, the AI extracts them, and then you just charge them.
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Want to learn more about SmartFP and Dynamics 365 integration?
➡ S treamline your business management with SmartFP and Dynamics 365!
Enter the era of AI-enabled business with Dynamics 365 CRM and ERP business applications that connect your teams, processes and data.
other integrations
SmartFP can be connected to the most widely used solutions on the market
Explore additional integration options with the most widely used solutions on the market offered by the SmartFP platform.
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