Business applications & integration / ERP · CRM · Finance · HRM
ERP and CRM integration for business workflows.
We help organisations connect the applications that run the business. The scope can include ERP, CRM, accounting, inventory, HRM and custom operational systems, with clear ownership of the data that moves between them.
Map how the business runs
We identify the workflows that span departments: a customer becomes an order, an order needs stock, stock affects finance and people need the right access. The process map helps distinguish configuration, integration and custom development instead of treating every gap as a separate application.
- ERP and CRM workflows
- Accounting and financial operations
- Inventory and operational data
- HRM and access responsibilities
ERP and CRM data synchronization
Each connected system needs a defined responsibility for records and updates. We work on integration boundaries, APIs, data validation and exceptions. Dynamics 365 is an important part of our capability, and other brand solutions are assessed against the available interfaces and the business requirement.
Follow a customer order across systems
A useful integration starts with a record your team can follow. We map the customer and order identifiers used by CRM, ERP and the operational application, then decide which system owns each update. Stock and financial references are checked in the relevant company context. The transfer direction, validation rules and the person responsible for an exception are agreed before the connection is enabled. Representative records are used to check the result in both systems.
- Customer and order identifier mapping
- Agreed sources for stock and financial references
- Update direction and validation rules
- Exception ownership and record reconciliation
Give the team a workable operating model
An integration project includes the people who own the process and the people who support it. We define access, monitoring, acceptance criteria and how failures are investigated. Migration and custom tooling are scoped where needed, with a plan for validating that the data and workflows behave as expected.
Your questions, answered.
Which records can an ERP and CRM integration synchronize?
Customer, order, stock and finance records can form part of the scope. Available interfaces, record ownership, update direction and permissions are confirmed for your applications. We do not assume that every field should be copied in both directions.
Can you connect products from different vendors?
Yes, where the supported interfaces and access conditions allow it. We assess the platforms and define the integration scope before implementation.
Do you cover accounting, stock and HRM?
Those workflows are within our business application consulting scope. The relevant software, licences and integration requirements are assessed for each project.
Where does a project start?
With the business process, the existing applications and the decisions that the connected system needs to support.