Unifying CRM & Accounting for a Marketing Firm with Dynamics 365
A Marketing Firm · Marketing & Advertising
Overview
Musewerx partnered with a marketing firm to unify its client relationship management and accounting functions within Dynamics 365, connecting the client pipeline, project billing, and financials on one platform.
The Challenge
Disconnected CRM and accounting tools forced the team to duplicate data entry between systems, made project profitability difficult to track, and slowed down client invoicing cycles.
Our Solution
Musewerx implemented Dynamics 365 Sales connected to Business Central accounting, automating the client-to-invoice workflow, adding project-level cost tracking, custom pipeline stages, and unified reporting dashboards.
Results & Impact
Technologies Used
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