Customer Engagement & Dynamics CRM Forum

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CRM vs ERP

  • 1.  CRM vs ERP

    GOLD CONTRIBUTOR
    Posted 10 days ago
    Lately I have been screening a number of job openings related to Dynamics 365. Due to their change in naming I come across a number of positions that are related to the ERP system. Of course Dynamics CRM and ERP used to be two completely different products but it seems that Microsoft is working on bringing them closer and closer together and making them all part of a "Business Applications" suite where you can pick and choose what you need. Now my question is: How will the knowledge I have acquired of CRM over the last years (I recently passed the MB 200 exam) be applicable to Microsoft's ERP environment?

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    Sissy Bottcher
    Business Process Innovation Specialist
    Dynamics 365 for Sales Enterprise (Online v.9)
    San Diego CA
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    Conference-CRMUG_200x200


  • 2.  RE: CRM vs ERP

    Posted 10 days ago
    Hi Sissy, I would say that from a technological standpoint the CRM (CE) and ERP (F&O) solutions are getting closer to each other within Dynamics 365. So if you know how to customize and configure CE it should be fairly easy to do the same in F&O. However, the skillsets of a CE consultant vs. ERP consultant is vastly different.  I know very few people that are skilled in both (albeit it not impossible). My recommendation is to focus on either CE or F&O. In fact, I see a lot of people doing even more specialised focussed even within CE. As an example a Field Service specialist that understands Scheduling, Routing and Connected FS will be dealing with totally different industries then someone that works within for example the FSI space (Sales, Service and maybe Marketing).  Just my 2c's

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    Jaco Kofman
    Microsoft
    Redmond WA
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    Conference-CRMUG_200x200


  • 3.  RE: CRM vs ERP

    GOLD CONTRIBUTOR
    Posted 9 days ago

    While Microsoft has bundled a number of products under the umbrella of "Dynamics 365", they really are separate products with separate histories serving different needs; understanding how the CRM product functions isn't going to give you much of an idea of how their various ERP products work. Where these products share (or will eventually share) common elements is at the data and integration levels – the Common Data Model and Common Data Service ( Power Apps, Flow, and Power BI).   To support an ERP well, you really need a background in the following core areas:

     

    • Finance & Accounting.  This is core to any ERP.
    • Inventory Management.
    • Purchasing/Supply Chain Management
    • Sales Order processing. 

     

    Depending on the type of business you are supporting, you may also need a knowledge of Production Management, Warehouse Management and yes, CRM.




    Conference-CRMUG_200x200


  • 4.  RE: CRM vs ERP

    GOLD CONTRIBUTOR
    Posted 9 days ago
    Thanks Scott and Jaco. So in essence it's what I expected: the technical knowledge of CRM is relevant for ERP and the functional knowledge is what would need to be acquired.

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    Sissy Bottcher
    Business Process Innovation Specialist
    Dynamics 365 for Sales Enterprise (Online v.9)
    San Diego CA
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    Conference-CRMUG_200x200


  • 5.  RE: CRM vs ERP

    TOP CONTRIBUTOR
    Posted 8 days ago
    Hi Sissy,

    A few other thoughts that might be helpful to consider:

    • Your knowledge of CRM won't be very directly translatable to the ERP applications (F&O, BC), but it will translate to some extent to all of the other applications that have grown out of CRM
      • D365 for Sales (which, in essence, is the old CRM)
      • D365 for Customer Engagement
      • D365 for Field Service
      • D365 for Project Service
      • D365 for Talent (to a lesser extent, but still relevant)
    • Possibly more importantly, your CRM experience will translate very well into PowerApps (at least the model-driven apps, which are essentially using the CRM back-end for everything). And since CRM Workflows are migrating towards Microsoft Flows, this experience will also translate well. There is a huge demand for PowerApps and Flow - so this is a great area to focus.

    • We wrote a blog that is tangentially related to your question a few months ago that you may also find insightful (in short, it talks about the CRM functionality built into Business Central vs CRM and when each might make sense): https://www.c5insight.com/Resources/Blog/tabid/148/entryid/873/dynamics-365-crm-vs-business-central-nav.aspx


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    Geoff Ables
    Managing Partner
    C5 Insight
    Charlotte NC
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    Conference-CRMUG_200x200


  • 6.  RE: CRM vs ERP

    GOLD CONTRIBUTOR
    Posted 8 days ago
    Thanks Geoff! Indeed I've been getting started with building PowerApps and Flows and there's a huge potential in that. Thanks for the blog article, it's excellently written and really helps clarify some confusion.

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    Sissy Bottcher
    Business Process Innovation Specialist
    Dynamics 365 for Sales Enterprise (Online v.9)
    San Diego CA
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    Conference-CRMUG_200x200


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