Benefits and challenges of integrating an ERP with Microsoft Dynamics CRM

As customer relationship management software, Microsoft Dynamics CRM does not offer strong capabilities around accounting, finance, and inventory management. But, since it provides strong integration capabilities, we can connect it with almost any other software. So, to enhance the CRM solution, improve business processes, and reduce data redundancy, many organizations look to integrate Dynamics CRM with their ERP or accounting software.

For this article we will look at integrating Dynamics CRM and Tally ERP. Tally is an Indian software company with two decades of experience developing ERP products. The integration approach discussed here can be instructive for many other solutions as well. In Tally we have the following data integration interfaces:


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About Rahul Ahuja

Rahul Ahuja is a Technical Writer at MetaOption LLC, a ‘Microsoft Gold Certified Partner' based in New Jersey, US, which provides ‘end-to-end' Microsoft Dynamics CRM & NAV Services across the globe. He has been contributing his technical write-ups to numerous IT blogs and forums, for more than 5 years now.

Currently, Rahul is working in MetaOption LLC, which holds 9+ years of experience in:

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