Among the different methods used, one approach is the ability to utilize auditing functionality that is built into Microsoft Dynamics 365 in conjunction with the Gatekeeper functionality that we have included in our Equipment Dealer Solution.
Auditing + Gatekeeper Functionality Overview
In this scenario, the system is mostly automated but it allows for a “Gatekeeper” or person in the organization to monitor updates/changes and has a mechanism to go back and fix data issues immediately that are incorrect.
The process would look like this:
- User adds a record into ERP system
- Record flows back into Dynamics 365 (CRM)
- CRM user has the capability to update record
- Updated record flows back in ERP
- Gatekeeper is notified to review and can take corrective action
CRM and ERP Integration Data Concepts for Equipment Dealers
Note* These concepts can be used across various industies.