If you are a service or project-based organization and are using Microsoft Dynamics or planning to use it in the future to manage your sales and accounting operations, then we have good news! Replicon integrates with Microsoft Dynamics to support seamless synchronization of data between the systems and streamline processes among the sales, project delivery, and accounting teams.
Replicon and Microsoft Dynamics Integration
Replicon integrates with Microsoft Dynamics to streamline the project management process and capture time and expense for real-time project billing. The integration helps to centralize all client and project data to get better project cost visibility with real-time sync of time data, accuracy in project expenses, and billing and invoice data — all in one place.
Let’s explore the benefits you can reap by integrating both the systems, such as improving customer experience, accelerating billing, and synchronizing data for better results.
Improve Customer Experience
Forward-thinking professional services firms know that good customer experience is one of the critical factors for delivering projects successfully. Modern customers want firms to deliver great customer experiences to succeed. In a recent Forbes Insights survey, 83 percent of executives said that poor customer experience puts their revenue and market share at risk, and it’s true for services business as well.
If MS Dynamics is your customer relationship management (CRM) tool, then integrating it with Replicon helps to improve the customer experience by automating backend processes to reduce errors and accelerate delivery.
To start with, the integration allows project managers to pull and plan projects from the CRM even before the deal is closed. As a deal moves towards closure in MS Dynamics, a corresponding project is automatically added to the pipeline in Replicon. Project managers can then start planning for resources to ensure timely project delivery. Planning resources ahead allows managers to secure resources with high-demand skills, cost, and profitability by project or by client. Managers can even initiate upskilling/reskilling, hiring, or subcontracting of resources to ensure there are no project completion delays due to staffing inefficiencies.
Since the integration can be easily implemented without requiring additional installations. It eliminates data silos and provides accurate project time data for error-free billing. Your customers will always know what they are paying for and will never have a bad experience with invoicing.
Faster, Accurate Client Billing
Replicon’s configurable timesheets are designed to support agile time tracking, allowing superfast, accurate capture, validation, and approvals of time data for in-the-now costing and billing. Agile timesheets enable employees to submit their timesheets as soon as they complete a project milestone, giving project managers complete visibility into the project progress and enabling instant approvals of timesheets for quick billing.
This means financial teams don’t need to wait until the end of the week or month to raise invoices. With the integration in place, the invoice data can be automatically transferred to Microsoft Dynamics, eliminating the unnecessary delays and errors that could occur with the manual process.
Another advantage of the integration is that Replicon’s mobile capabilities allow users to track their time on the go with geofencing support. This is especially beneficial for remote, field, and hybrid workforces. Managers can even create custom billing rates and apply them for projects as needed.
Before syncing the invoices from Replicon to MS Dynamics, your accounting team can add one or more time and expense line items, and edit invoices to accommodate last-minute changes.
Sync Data Between Replicon and MS Dynamics in Real Time
For any business to work like a well-oiled engine, there needs to be seamless data transfer between the teams and business leaders need to have real-time insights. The integration enables just that.
Every time an opportunity reaches a certain stage in the sales cycle, a project is automatically created in Replicon. This allows project managers to plan resources and delivery timelines well in advance. Also, the finance team needs live inputs into project progress to bill clients accurately when projects reach specific milestones and ensure positive cash flow. The real-time data sync allows project managers to create invoices within Replicon and send them straight to MS Dynamics for billing clients. Once payment is received, Replicon updates the status for real-time visibility into paid and outstanding invoices, giving full visibility into invoice status and payments to better manage cash flows, revenues, and profits.
Harness the Power of Replicon and MS Dynamics Integration
A project time tracking solution like Replicon and ERP software like Microsoft Dynamics are core applications of any enterprise’s tech ecosystem. Using these solutions together by breaking down the silos helps to better plan projects, close more deals, and execute services.
Replicon is a modern, mobile, scalable, and mature platform that can plug and play with your ecosystem. Our enterprise-ready time tracking platform is secure, flexible, robust, and highly configurable with global, multilingual, multi-currency support. Businesses can model complex time tracking use cases right into the solution and reduce all manual work. You can quickly and easily integrate Replicon with any CRM, ERP, PM, HRMS system that your business uses. With an open API library, you can extract any data you want from any system.
The best performing organizations integrate Microsoft Dynamics with Replicon to increase efficiency and drive better results by achieving full visibility and streamlining operations of the entire bid-to-bill lifecycle of project delivery.
Want to see how your organizations can realize the best benefits of both these solutions? Try a 14-day free trial of our time tracking software.