5 Ways That An Integrated Cloud MS Dynamics Cloud ERP Solution Will Benefit Your Business

5 Ways That An Integrated Cloud MS Dynamics Cloud ERP Solution Will Benefit Your Business

Communication is a key factor that affects many facets of business. This makes it essential to success and clarity. Without it, different teams may be able to complete tasks through trial and error over time, but this causes difficulty in time and communication management. This can inhibit workflow and productivity.

Luckily there’s a solution.  Read on for 5 ways you can improve your business processes with an integrated ERP solution.

The choice to select systems that communicate with each other well seems obvious. And yet there are an incredible amount of small-to-medium-sized businesses that are not choosing them. These businesses are basically trying to force computer systems that are not compatible to speak to one another. This can be as frustrating as trying to talk to and infant about economics and expecting them to understand everything.

A lack of systems that are non-communicative is going to cause mistakes, make easy tasks hard, and lead to lack of timeliness. When dealing with Cloud ERP solutions, system compatibility is essential to a productive workforce.

Here are five benefits of integrating  MS Dynamics Cloud ERP with CRM and other programs:

  1. Efficiency: Assimilating the systems that you use for business will yield a more efficient and 135875209effective transfer of information.

  2. Accessibility: Integrating cloud ERP with your CRM and other systems allow for easy access to information. Also, the data accessed will be more accurate and closer to real time, which is a vital part of modern business, particularly when it comes to client satisfaction.

  3. Visibility: When internal systems share information, visibility increases and it is easier to find problems. This leads to quick resolution and increased insight into performance as a whole.

  4. No Redundancy/Fewer Mistakes: With separate systems that don’t communicate, overlap is inevitable. By integrating internal systems, the overlap will be eliminated and information more accurate than ever before.

  5. Streamlined Support: Integrating internal systems such as cloud ERP and CRM allow for a more streamlined support center, eliminating the inconvenience of multiple different support desks/phone calls when issues arise.

So it is obvious that the integration of computer systems is crucial, but we’re still seeing people who don’t participate. Why? When small-to-medium-sized businesses buy their systems they are typically buying them one-by-one. In hindsight, integration seems like the best choice. However, companies are not taking the benefits of integration into consideration when first purchasing systems. Therefore, they are not seeing the future benefit potential of integration.

Integrating MS Dynamics is important, but it does take some effort. Before any integration you should consider these factors:

  • Establish exactly what data and which processes you are going to integrate.

  • When meeting with any vendor, identify which systems that you are currently using need to be updated, replaced, or are no longer of use. Ask questions. What processes are the most critical to the integration? Who will be affected and how?

  • Make sure you know where the data is located and how it’s controlled. Some data is distributed in different locations. Make sure that you are aware of all the data controlled by people in the company.

  • Integrating will cause the organization development and other processes to change. It is important to understand the effect(s) of the integration on people, software, and processes to ensure success.

  • Always set up some sort of test integration before releasing it live. Don’t skip over any processes to ensure that the integration runs smoothly.

  • Look for potential options for integration that may not be obvious up front. There are many different integration options that can enhance workflow and processes. Understanding these different options will give you the most effective implementation.


By following these guidelines, you will provide yourself with the tools needed for a successful integration. This will lead to a more efficient workflow, increased accuracy, and improved performance on all levels. The cloud ERP system integration allows for this to be accomplished, and for data/workflow to be highly organized.

Looking for more information to help improve your business’s cloud ERP solution?  Click below to visit the SMB Suite Blog Archive.


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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.