Perfion PIM - Release2ERP

Given that the life of a product typically begins long before it should be registered in the ERP system, it is often useful to register new products in Perfion first.

The Perfion Release2ERP for D365BC module makes it quick and easy to configure a release process that automatically releases products to Dynamics 365 when they meet predefined criteria. The required fields in Dynamics 365 can either be filled in automatically, or a process can be triggered so that the product is released when all business-critical information is available.

The advantage of registering products in Perfion first
During the development and evaluation of potential new products, you often need to collect and store a lot of product information. However, it is important that the product avoid contact with the ERP system until it is actually ready for sale.

The advantages of using Perfion as an intermediate station become clear in situations such as:

• You ultimately decide against selling a newly developed product, so you never need to register it in your ERP system.
• You receive product updates for thousands of products from suppliers. These updates flow into Perfion automatically and then you can decide which information to import into the ERP system.

With Perfion as a connecting link, you avoid registering a lot of irrelevant products in Dynamics 365, which further helps to keep your ERP system simple and streamlined.

Master Data Management with the PIM system

All product data from Perfion is also accessible in Dynamics 365. Some types of business data must be stored in a specific way in Dynamics 365 to ensure optimal performance. You can either:

• Use Perfion to link to live data from Dynamics 365, or
• Use Perfion as a source of master data to keep Dynamics 365 updated.

NOTE:

A Perfion Solution is required!

Supported Editions:

The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central.

Supported Countries:

Supported Languages:

This app is available in English (United States), French, Dutch, German and Danish.