SMARTCRM and Microsoft Dynamics NAV


CRM and ERP: two strong systems for your company’s processes

Using our configurable standard interface between SMARTCRM and Microsoft Dynamics NAV, you combine the powerful features of ERP and CRM solutions. SMARTCRM takes over the ERP data and links them to the corresponding information of your prospective customers, customers and suppliers.

Take advantage in field service and back office of the central panoramic view of all customer-related information.

The interface that adapts

Needless to say, the principle of “custom-made suit yet ready-to-wear” applies to SMARTCRM.ERP. The standard interface to Microsoft Dynamics NAV offers many possibilities for data exchange between CRM and ERP systems and can be adapted and expanded according to your needs.

This way, you can exactly select the data you want to see in SMARTCRM from the following options:

  • Customers, suppliers, prospective customers
  • Relationships and hierarchies
  • Employees
  • Contacts
  • Visit reports
  • Product, multilingual product text modules, pictures, prices, price lists, product groups, merchandise groups
  • Quotation items, quotation pdf, automated tasks to follow up with quotation threshold
  • Incoming order items
  • Order back log items
  • Invoice items, contribution margin per item
  • Open items
  • Planning
  • Projects
  • Machines
  • Features
  • Complaints
  • Value tables
  • Discount prices
  • Targets
  • Orders, order confirmation, outstanding invoices

Upon request, the data transfer of the following information to Microsoft Dynamics NAV is possible:

  • Customers, suppliers, prospective customers
  • Contacts
  • Quotation items
  • Order items
  • Visit reports
  • Machines
  • DMS documents

SMARTCRM.ERP.NAV used by our customers

Since our field service did not use a CRM tool and had no access to our ERP system, the changeover to the CRM implementation was very high. However, the benefits of SMARTCRM on a daily basis convinced everyone.

Barbara Kolbenschlag, CRM project manager at ALUJET GmbH