There used to be a discussion on whether CRM integration was good or bad, but nowadays, CRM integration examples are all around you. Whether to integrate or not is no longer up for discussion. Your CRM will integrate with other software. The question is which software do we choose to integrate with and how to make that integration work to your advantage.
Here are some popular CRM integration examples:
- Document Management
Examples: Microsoft SharePoint, Google Workplace
Examples: Microsoft Teams, Slack
- Calendar and Scheduling
Examples: Google Calendar, Microsoft Exchange and Outlook
- Accounting and ERP
Examples: Quickbooks Online, Microsoft Dynamics 365 Business Central
- Databases and legacy software
Examples: SQL Server, Oracle
- Email marketing and Marketing Automation
Examples: Mailchimp, Marketo, Hubspot
- Industrial IoT sensors and devices
Examples: OPC UA supporting devices
- Business intelligence
Examples: PowerBI, Tableau
Examples: Shopify, WooCommerce
- Chat and Helpdesk
Examples: Zendesk, LifeChat
Going for CRM Integration to Improve Efficiency
It’s no secret that efficiency is key to increasing profit and staying ahead of competitors. But maintaining efficiency is easier said than done. In fact, 69% of workers waste up to 60 minutes a day navigating between apps. That’s certainly not the best way to be productive.
To avoid wasting time navigating between different applications, companies have found there is no point in forcing their users to stay only in Dynamics 365. This results in Dynamics being used for tasks it is not meant to tackle, such as document management. If you have your documents in the CRM instead of in a proper document management system you lose on many fronts, like team collaboration and version control.
Using different apps is not a problem, as long as they are integrated in a way that users can navigate between them quickly or better yet, access them without needing to navigate at all.
A Practical Example: Document Storage
Let’s use storing documents that relate to prospects and customers as an example. Rather than utilizing an outside system for storage, use SharePoint by getting the
Set-up is straightforward, and locating documents is seamless. No more wasted time navigating storage apps.
Is it all good? Well, as in most of real life, there's a catch. If you just go for the Microsoft integration, your CRM documents will be visible to everyone once they are in Microsoft SharePoint. Oh yes, including quotes, invoices and any kind of sensitive information you might have on your CRM. Fortunately, once you are aware of the problem, there is an easy fix. You can guarantee document protection and automate permission replication with CB Dynamics 365 to SharePoint Permissions Replicator.
A Real World Case Study: CRM Integration for Digital Transformation
Digital transformation projects always look good on paper. But many quickly find trying to make these projects work in the real world is not that simple. Recently our team faced such a case with a
- The challenge: Iperal Supermercati S.p.A. owns and operates over 40 supermarkets and hypermarkets in Italy. They faced a real problem trying to get data into Microsoft Dynamics 365 automatically. They no longer could use the data in their on-premises SQL Server once they moved Dynamics from on-premises to the cloud. This lack of integration presented a problem, that ultimately, was a deal-breaker for them.
- The solution: After a long quest for the perfect solution, they eventually landed on Connecting Software’s web site and found Connect Bridge. Filippo Besana, Business Intelligence Specialist & Data Manager at Iperal Supermercati said:
‘We immediately knew Connect Bridge was what we were looking for’
Keeping your team on task and productive should be a top priority.
Rather than wasting time navigating between apps, take advantage of the tools that can help you get the most out of your CRM system. With proper CRM integration, you can seamlessly access the information you need and spearhead efficiency across your company.
Would you like more information on how you can get the most out of your CRM system? Do you want professional solutions to your software integration challenges? Contact us at
By Ana Neto
Software engineer since 1997, she is now a technical advisor for Connecting Software.
We operate globally and we are also a proud “Top Member” and "Top Blogger" at CRMSoftwareBlog.