Most CRM implementations avoid invoices entirely. After all, that’s the job of your ERP or accounting system, right?
Yes—but visibility matters.
In Episode 8 of Not Your Grandfather’s CRM, we showcase how one client enhanced their Microsoft Power Platform-based CRM with invoice visibility—not to manage finances, but to empower operations and sales.
Using Power Automate and integration with a legacy ERP, we built a solution where:
- Invoices and credit card receipts sync automatically from the ERP
- Print and email queues are generated daily
- Invoices can be sent directly from CRM
- Sent emails and PDFs are tracked in the CRM timeline
- Invoice methods and recipients are controlled per account and per contact
This means sales reps can easily send invoice copies at any time. Marketing teams can segment lists by customer purchase history. And accounting saves time fielding requests from customers and the sales team. All without additional ERP licenses. All without giving up control.
Learn how to integrate your invoice data into CRM for better collaboration at www.p2automation.com
The post The Case for Syncing Invoice Data to CRM: Visibility Without Complexity appeared first on CRM Software Blog | Dynamics 365.