Dynamics 365 for Financial

CRM and ERP Services to Connect people and processes like never before

crm and erp

We make your workflow work

CRM and ERP uses Microsoft Dynamics 365 for Financials as a business management solution that’s connecting people and processes like never before. From day one, it makes ordering, selling, invoicing, and reporting easier and faster. SAP and SuiteCRM are supported options.

Procurement

Procurement can be painless by becoming paperless with wrokflows that define events trigged after approvals.

Supply Chain

Simpfily your supply chain by integrating with suppliers with workflows to that manage ordering, returns, deliveries and much more as your business needs.

Document Management

Easily upload, store, organize, convert, and share documents in a single interface

Inventory Management

Accurate inventory management with real-time tracking adaptable to any product-oriented busienss.

Vendor Management

Manage vendors easier in a single portal with your data shared as the source of truth.

Customer Management

Customer relationsihps are instrumental for earning new or repeatable business. Enhance the customer experience with workflows to be triggered based on defined events.
By integrating with anciliary modules such as: fulfillment, build, design, delivery can be permitted to allow transpernecy to the customer to track status of the request end-to-end through an easy to use portal.

Analyze Financial Data

You can use CRM and ERP solutions to analyze financial data or organize items from disparate groups from multiple sources in real time.

Build a Stronger Relationship with Your Customers

Understand their customers on a deeper level. By centralizing customer data—such as purchase history, preferences, and interactions—CRM enables personalized communication and timely support. This fosters trust and loyalty, as customers feel seen and valued. Moreover, CRM tools streamline follow-ups, automate engagement, and provide insights that help anticipate customer needs, turning one-time buyers into long-term advocates.”

Managing Your Business Doesn’t Have to Be Hard.

CRM and ERP make financials automatically pulls your systems and processes together, so your people don’t have to. It’s a cloud-based solution that makes ordering, selling, invoicing, and reporting easier and quicker. You’ll have a more complete picture across your business, with reports when and where you need them. Handle the most common business processes from day one, so you’re up and running quickly. With Dynamics 365 for Financials, change doesn’t get in the way of your day-to-day.

"Migrating to Office 365 Dynamics and working with Veritris has helped to consolidate our systems, processes, cost and time."

– Ali Sayed

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