---
title: "Marketing and sales integration"
slug: "bc-marketing-and-sales-integration"
description: "Optimize your customer-driven manufacturing with Industrial Equipment Manufacturing for Dynamics 365, enhancing sales, project management, and communication."
updated: 2026-06-25T09:59:10Z
published: 2026-06-25T09:59:10Z
canonical: "docs.staedean.com/bc-marketing-and-sales-integration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Marketing and sales integration

**Industrial Equipment Manufacturing (IEM) for Microsoft Dynamics 365 Business Central** **supports the customer-driven (pull) style of manufacturing.**

In the value chain for the customer-driven style of manufacturing, the integration with marketing and sales is one of the key elements to properly process the customer's input.

![Marketing and Sales Integration](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/JMSMarketingAnsSales.png)

Industrial Equipment Manufacturing makes the main marketing and sales entities available in the project:

- **Contacts**: you can plan and quote projects to contacts in combination with a customer template. When the quote is promoted to an open project, Industrial Equipment Manufacturing first creates a customer account from the contact, based on the customer template.
- **Multiple customers**: several customers can be specified for a project, where each project task can have its own customer and ship-to address.
- **Interaction Log Entries**: you can record all communication with the contact or customer.
- **To-Dos**: you can plan the activities for your sales staff.
- **Combined projects**: once the project is open, you can create several projects for a customer and combine the billing in a combined project, similar to combined shipments in sales.

Industrial equipment often requires long sales cycles. To keep track of these cycles, use opportunities combined with the sales cycle workflow to manage your sales funnel. From an opportunity, you can create a sales quote or a project quote. Once the project quote header is created, select a project template to further populate the project with project tasks and an invoicing method. In the project quote, use the project budget lines to calculate the project quote in detail. With project budget versions, Industrial Equipment Manufacturing supports a quotation process that goes through several iterations: you can create a next version or return to a previous version.

For projects where the sales process is leading and sold items must be supported by installation services, start the process from a sales quote. Industrial Equipment Manufacturing extends the **Make Order** action with the option to create a project from a selected template. In this process, the project replaces the sales order. From the project, you create a posted delivery and the sales invoice.

## Related

- [Introduction to Industrial Equipment manufacturing](/bc-introduction-to-industrial-equipment-manufacturing.md)
- [Value chain and the push/pull point](/bc-value-chain-and-the-push-pull-point.md)
- [Create project visibility](/bc-create-project-visibility.md)
- [Work breakdown structures](/bc-work-breakdown-structures.md)
- [Status control and workflows for projects and project tasks](/bc-status-control-and-workflows-for-projects-and-project-tasks.md)
- [Comprehensive planning](/bc-comprehensive-planning.md)
- [Flexible manufacturing scenarios](/bc-flexible-manufacturing-scenarios.md)
- [Warehouse integration for projects](/bc-warehouse-integration-for-projects.md)
- [Resource integration in manufacturing (basic MES)](/bc-resource-integration-in-manufacturing-basic-mes.md)
- [Service integration (Servitization)](/bc-service-integration-servitization.md)