Most organizations require that their CRM communicate with their ERP. Companies who use SharePoint and CRM extensively, are also interested in surfacing CRM and ERP data to their SharePoint. Ideally, they’d like to enable a wider range of users to access CRM and ERP processes via SharePoint, if possible. But just how possible is it? Integrating CRM, ERP and SharePoint can be done using coding solutions on each end, though this often leads to dragged out coding projects, functionality that is difficult to maintain and even harder to change, and serious issues when one of the systems is upgraded or worse, replaced.

So where can a company govern its integration between systems? Here we introduce PNMsoft SCE, a unique Dynamics CRM-based software. PNMsoft SCE maps out and controls mission critical processes which touch multiple systems, can be viewed as the central integration hub of an organization, the place where integration is both built, controlled and observed over time. PNMsoft SCE includes out-of-the-box integration with SharePoint and ERP systems such as SAP and more. Such pre-built components make it much easier to quickly setup, maintain, and even more importantly change integration when the need for change arises.

Here’s what a customer billing integration process could look like in PNMsoft SCE. Notice how the process connects CRM, ERP, SharePoint and an external portal in one process:

BPM Integration Process

Visualizing Integration

One of the keys to managing Integration properly is being able to visualize all the components of the system. A PNMsoft SCE process (like the one seen above) is actually a great visual map of how each separate system is connected to the overall line of business process. Making changes to the integration setup can be as easy as changing the order of the components, removing or adding a connecting line. This type of rapid change may seem extreme at first, but it’s just the type of rapid change capability that organizations need today in order to compete and stay up-to-date with changing market conditions and requirements. The key is that process administrators and managers be given visibility over change, which is what they have with such a visual process map, as opposed to having to track changes in code, which can be no less far reaching, but much harder to detect.

For more information on PNMsoft SCE, click here.

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