Articles By: Connecting Software

The Challenges of Dynamics 365 Document Management and SharePoint Security

After 17 years on the market, our favorite story at Connecting Software is still the story behind our market-leader product CB Dynamics 365 to SharePoint Permissions Replicator. We even have a video on it, but let me get to the point: this story shows what happens when a customer’s need finally reaches the ears of …

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How to Make an API Gateway Work to Your Advantage as a CRM Admin

  First things first: What is an API gateway? To get to what an API gateway is, we have to start with what an API is. But don’t worry: this article will not go into too many technical details and jargon. Relax! If you are looking for a more technical perspective, you can check What …

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How AI, IoT and Blockchain Technology Can Empower Your Organization in 2021 and Beyond

We are almost halfway through 2021 and it is time to look beyond to see which innovative technologies will help us thrive in the future. Following the launch of CRM Software Blog's white paper Next-Gen Tech for the Rest of Us, here is our experts' take on the subject.  Let’s focus on three use cases:  Improve Sales with AI …

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QuickBooks and Dynamics 365 CRM Integration: Best Practices and Tips for Success

  Trying to keep data consistent and accurate between QuickBooks and Dynamics manually is an impossible amount of work. Let’s explore the best practices and tips for getting it done automatically with a QuickBooks and Dynamics 365 integration.   Intuit QuickBooks Online is a cloud-based solution for accounting needs that is very popular with small …

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How to Use CRM Integration to Your Advantage – Real World Examples

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 …

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Integration Design Patterns for Dynamics 365

Data migration and integration in Microsoft Dynamics 365 can be complicated because data is often more complex than people realize. When delivering a new implementation of Dynamics 365, or when considering making your CRM system communicate with other IT systems, a proper design for data migration and/or integration is key to success.   Let’s start …

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Get ready! Top Dynamics 365 Trends Coming your Way in 2021

2020. A year we will remember. A year that was not quite as we expected it to be - to say the least!  Still, the Earth keeps spinning, the software world keeps evolving, and you don’t want to fall behind.  There are several Dynamics 365 trends out there and you should keep an eye on …

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Can You Boost CRM Technology Acceptance and User Adoption?

User adoption of new technology has been an issue for as long as technology exists. Software is no exception. Organizations deploy new software hoping it will have a big (positive) impact, and sometimes it seems that very impact gets in the way of user adoption. This is very much the case for new CRM systems. …

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3 Document Management Tips to Boost Security and Performance in Dynamics 365

Microsoft Dynamics 365 users end up having it as part of their daily routine and infrastructure. All kinds of valuable information are in there and Dynamics easily becomes crucial for the company. In spite of that, some important aspects are often overlooked. For example, have you noticed the number of attachments and documents that end …

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3 Reasons Why You Should Avoid Keeping Your Attachments in Dynamics 365

The thing about Dynamics 365 email attachments is that they take up space. Lots of space. And then you have other kinds of attachments, for example in Notes, and those take up space too... In this article, we will start by looking at the three main reasons you should not keep your attachments inside Microsoft …

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