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We've bought recently MS CRM and MS NAV. We are a little bit confused because we are able to do our invoice inside CRM or in NAV. Our situation is that we have a very complex pricing/discount structure with multiple marketing campaign and we have 30 clinics across US.
Some vendor told us that it is better to do it inside NAV and some others in CRM. Is there anybody that can tell me why it should be better to develop our invoice process inside NAV instead of CRM or vice-versa?
Without further details it's difficult to give you proper answer. From the several CRM / NAV implementation that I Know was used different approaches. Most of them use NAV to do invoicing. CRM it's used only has a frontend.
Of course there is no black and white answer to this question, but considering a few issues, you can make an infomed descision.
Firstly, CRM is NOT an accounting systme, and is not an ERP system. Most significantly you need to decide what you think of as an invoice. To me an invoice is nto jsut a piece of paper, but it is the basis of a financial transaction that will generate AR, payments credits, inventory movements, serial numbers, warehouse trnasactions etc. CRM does not do all this.
In most of the cases I have seen where a clinet is asking what you are asking, the invoice is generally where CRM stops, and the ERP package (Navision in this case) takes over. Generally creating Quotes and Orders with pricing and customer inormation is easy to do in CRM, and easy for users on the road to connect into the system. So the nomal connection is the CRM will handle everything up to the cleint accepting the Order, and then the order is moved to Navision for Shipping and Invoicing.
If you did this in CRM you would not be able to handle collections, accouting (profit/loss) inventroy etc. And CRM is very weak in foreign currency if you need that.
So not a definitive answer, but I hope some usefull guidelines.
David Singleton - MVP Dynamics NAV
Dynamics NAV Consultant since 1991
Available for Navision system
In reply to David Singleton:
CRM probably has improved a LOT since I've seen it, and I don't have experience with the current version. My rule of thumb would be: for anything related to the management of your customer relationships, use a CRM system. For anything related to financial information, use an accounting program. For anything that combines various functions into one software system, use an ERP package. Microsoft Dynamics CRM is what it is called, a Customer Relationship Management tool. Microsoft Dynamics NAV is an ERP system, and every function is directly and seemlessly tied into the financial system.
It really depends on your requirements, maybe YOUR invoicing requirements are completely met by CRM, OR maybe your CRM requirements are completely met by the CRM functionality inside NAV. You should investigate both systems. Let a CRM expert show you the financial capabilities of CRM, and decide for yourself if that meets your needs. Have a NAV expert show you the CRM capabilities, and you might decide that its CRM functionality hits your requirements right on the mark.
For sure, none of us here, without being involved in YOUR implementation, is going to be able to tell you anything meaningful.
In reply to Daniel Rimmelzwaan:
I can prompt convenient crm the program for work with clients