One Provider, One Crowe for Integrated ERP and CRM

Ryan Plourde
| 1/3/2019
One Provider, One Crowe for Integrated ERP and CRM
When organizations build systems bit by bit as they grow, they frequently end up using a variety of software solutions. As technology advances, organizations add new solutions to the mix. Depending on when software was purchased and who made the decision, organizations commonly use one vendor for enterprise resource planning (ERP) software and another for customer relationship management (CRM) software.

A common goal is to have the right software from the right implementation provider for both ERP and CRM. According to an article in Information Age, “Businesses can integrate their ERP and customer relationship management (CRM) software to streamline business processes and boost productivity.”

The team at Crowe specializes in implementing, maintaining, and enhancing the entire Microsoft Dynamics 365™ solution for both ERP and CRM.

Microsoft Dynamics 365: A strong foundation

Microsoft Dynamics 365 (formerly Microsoft Dynamics™ AX and Microsoft Dynamics CRM) combines a wide variety of functions and capabilities, including finance and operations, sales, customer service, marketing, field service, talent (HR), retail, project service automation, and artificial intelligence.

Crowe solutions for Dynamics 365 focus on business applications, big data, artificial intelligence, and security and compliance for industries such as banking, automotive, metals and mining, healthcare, and the public sector.

Crowe CRM solutions for Microsoft Dynamics 365

Crowe CRM for Banking
Crowe harnesses the power of Microsoft Dynamics 365 to provide a CRM for banking solution that empowers banks and lenders to efficiently deliver personalized customer service across every channel.

Crowe CRM for Wealth Management
Wealth management CRM can help improve your clients' experiences, increase adviser productivity, and provide effective ways to analyze your business and client needs.

Crowe BenefitsBridge for health insurance brokers
Designed for employee benefits brokers, this add-on can help increase agency productivity and boost internal efficiencies. It also provides tools that facilitate delivering exceptional client service.

Crowe EditAble CRM Grid
With Crowe EditAble Grid, users can have Microsoft™ Excel™-like editable grids on their Dynamics 365 forms or pages, allowing for fast record updates and easier navigation.

Crowe Project Management
This comprehensive, flexible, and easy-to-use add-on solution is designed to help users define and manage projects, associate tasks related to the project for real-time collaboration, and achieve greater team visibility.

Crowe Sales Pipeline Management
By providing real-time visibility inside Dynamics 365 into sales performance, this add-on solution is designed to make it easier to manage and analyze information about opportunities, forecasts, goals, territories, and salespeople.

Crowe Document Management
This add-on solution gives users more control over information by making it simpler and more efficient to organize, store, and recall files, folders, and libraries. It provides a familiar interface and an intuitive view into an organization’s document hierarchy.

Crowe Timesheets
Crowe Timesheets is a straightforward, easy to use time-tracking solution. It provides tools to help organizations gain better insight and make informed decisions that can improve revenue, reduce operational costs, and increase employee satisfaction.

Crowe ERP solutions for Microsoft Dynamics 365

  • Crowe Metals Accelerator
  • Crowe Automotive Accelerator
  • Government ERP solutions 
  • Crowe ERP apps, including:
    • Crowe Sales Status Workbench
    • Crowe Purchase Status Workbench
    • Crowe Accounts Payable Workbench
    • Crowe Production Scheduling Workbench
    • Crowe Financial Close Workbench
    • Crowe General Journal Optimizer
    • Crowe Ledger Allocation Manager
    • Crowe Ledger Period Manager
    • Crowe Batch Process Manager
    • Crowe T-Account Visualizer
    • Crowe Notes Optimizer 

A qualified provider

Crowe is one of the largest public accounting, consulting, and technology firms in the United States. It has offices around the world and combines deep industry and specialized expertise with innovation to deliver quality solutions and support to clients.

One Crowe

Our "One Crowe" approach allows our clients to gain access to expertise from throughout the firm and then experience a seamless collaboration in the delivery of that expertise. Crowe focuses on technology and processes so that clients can concentrate on their businesses.

Visit for more information about Crowe CRM services for Microsoft Dynamics 365 software. Have a question or interested in evaluating the CRM functionality in Microsoft Dynamics 365? Contact us today.

Microsoft, Microsoft Dynamics, Microsoft Dynamics 365, and Excel are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries.

Contact us

Ryan Plourde
Ryan Plourde
Principal, Microsoft CRM Leader