One of the great advantages government contractors find when using Microsoft Dynamics NAV is the integration capabilities between NAV and other Microsoft applications, such as CRM, Project, or Office. For example, tying post-award data in NAV with pre-award data in CRM would give a company unprecedented advantages in the marketplace. One such customer that achieved this is Affigent, small disadvantaged business that sells technology solutions to the Federal Government. Read about how Affigent integrated Dynamics NAV and Microsoft CRM..
Read this interesting case study to see how Affigent finance executives worked with PVBS and another Microsoft CRM partner to give its sales teams a more effective way to manage their quotes and orders, without having to work in NAV, which is what they were doing to manage their quotes. Originally, Affigent was using Dynamics NAV to manage its quoting and order fulfillment but realized that CRM was a more efficient tool for the sales team.
Check out the complete case study here. It’s a great demonstration of how to use CRM for what CRM is best used for and NAV to best manage the company’s business, accounting, and finance needs.