Mavenlink Integrates with Two Microsoft Dynamics 365 Apps

Mavenlink recognizes that each organization is unique, with unique business challenges. Therefore, a one-size-fits-all solution is impractical and unrealistic. With its M-Bridge, a purpose-built, open API-based integration platform, services organizations are able to seamlessly connect solutions. They become more dynamic and able to face new challenges as they come. A few weeks ago, the company announced two new integrations with Microsoft Dynamics 365. These will enable customers to save time and cut costs.

Announcing Microsoft Dynamics 365 Integration

The new integration is made possible with the use of M-Bridge and Microsoft Azure. Now, Mavenlink can easily connect with Dynamics 365 for Sales, and Dynamics 365 for Finance and Operations. The integration automates project creation and demand forecasting from the CRM app. At the same time, it synchronizes time, expense, invoicing, and cash information with the ERP system. With both integrations, the solution now enables an end-to-end solution, from quote to cash, for professional and marketing services businesses using Dynamics 365.

Mavenlink Dynamic365 Diagram

Microsoft Dynamics 365 for Sales has features that enable users to better understand customer needs, engage them more effectively, and win more deals. It has embedded insights that allow them to sell smarter. It also empowers them to build relationships with authentic and personal engagement. With seamless tools, it boosts seller productivity, accelerate sales performance, and allows them to innovate with solutions that evolve. Microsoft Dynamics 365 for Finance and Operations is a system that helps businesses adapt quickly to changing market demands and drive rapid business growth. It has features that elevate users’ financial performance. With connected operations, companies are able to run smarter. It can also automate and streamline the supply chain, allow users to innovate with a modern and adaptable platform, and simplify the configuration of regulatory services.

Benefits of the Integration

Mavenlink, through its M-Bridge, allows service-centric organizations to eliminate silos and disconnected processes. Instead, it integrates key applications such as CRM, ERP, HCM, office productivity, workstream collaboration, and document sharing. The Mavenlink-Dynamics 365 integration offers several benefits. The integration allows automatic syncing of updates to tasks and project financials in Mavenlink. Approved timesheets and their corresponding time, date, and rates are automatically pushed to Dynamics 365. From Dynamics 365 Sales, users can trigger new Mavenlink projects to deliver client engagements.

Mavenlink screenshot

They can also track the pipeline in Mavenlink and forecast resourcing needs whenever status changes in Dynamics 365. Users can stay informed on the health of each customer engagement by monitoring budget, status, and percent complete. The amount of paid invoices are synchronized between the two apps, so it is easier to track paid versus unpaid budget within the Project Management Workspace. New users created in Dynamics 365 can automatically be created in Mavenlink. Also, approved expenses in Mavenlink are automatically pushed to Dynamics 365 Finance and Operations, and if an expense report is rejected in Dynamics 365, it will be rejected in Mavenlink.

Providing Effective Integration

Mavenlink‘s integration with Microsoft Dynamics 365 will enable professional and marketing services organization to get the combined benefits from both solutions. Now, projects can be created automatically and pre-populated with important information from sales deals. Also, users can keep project financials up-to-date to increase visibility and expedite on-budget project delivery. For more information about the latest integrations and other product updates, visit also their Facebook, Twitter, or LinkedIn page.

Jose Maria Delos Santos

Jose is a subject matter expert and member of the writing team for and Bridge24. He has written hundreds of articles including project management software reviews, books reviews, training site reviews, and general articles related to the project management industry.

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