Articles By: CData

Synchronize Google Contacts with Dynamics CRM

Never manually copy your Google contacts into Dynamics CRM again! Centralizing your customer history into CRM gives you the ability to track customer interactions, gauge marketing campaigns and fuel analysis. However, tracking customer information across your social, accounting and ERP systems often requires rekeying data from these sources into CRM. With the CData SSIS components, …

Synchronize Google Contacts with Dynamics CRM Read More »

Create QuickBooks Customers from Dynamics CRM Accounts

Dynamics CRM gives you the ability to track customer interactions, but the trail ends when customer information leaves Dynamics CRM and enters your accounting and ERP systems. Getting customer history into CRM can fuel your marketing lists and campaigns with quality leads. However, to access customer financial information in CRM often requires manually rekeying the …

Create QuickBooks Customers from Dynamics CRM Accounts Read More »

Keep CRM Contact Lists Clean with Excel Automation

Dynamics CRM automates many aspects of list management; for example, when opportunities are closed and marked as "won", Dynamics CRM can automatically update accounts from prospects to customers. Additionally, Dynamic marketing lists can automatically update. For example, when your business development team closes accounts, Dynamics CRM will automatically remove the contacts and companies from your …

Keep CRM Contact Lists Clean with Excel Automation Read More »

 

Show Buttons
Hide Buttons