Connecting Software

Is it best to have your team do it all in your CRM system or to "delegate" some tasks to other systems? Is CRM integration good or bad? 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 …

Have You Wondered How You Can Get More Out of Your CRM System? Read More »

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 …

Integration Design Patterns for Dynamics 365 Read More »

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. …

Can You Boost CRM Technology Acceptance and User Adoption? Read More »

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 …

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

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 …

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

⏩ Problem: Getting existing data into Dynamics ⏩ Solution: CB Linked Server – Connect Bridge with the Dynamics 365 connector ⏩ Provider: Connecting Software ⏩ Customer: Iperal Supermercati S.p.a. owns and operates over 40 supermarkets and hypermarkets in Italy.      ⏩ “In just a week, we had the solution we had in mind up and running.” Ing. Filippo Besana …

Dynamics Sucess Stories – Supermarket Chain Gets Existing Data into Dynamics 365 Automatically Read More »

It is sometimes frustrating to have data that would be interesting for CRM purposes, but that is not inside Dynamics. It is even more frustrating if the data happens to be in one (or more) Microsoft SQL Server databases and not in Dynamics 365 where you would like it to be. It should be easy …

Using Linked Server to Connect Dynamics with your SQL Server Databases Read More »

Your Dynamics 365 is already doing many things for you. But software developers are here for you to make it work even better. Check our suggestions on how you can improve the performance of your CRM, increase security and cut maintentance costs. Photo by Scott Graham on Unsplash Integrate Dynamics 365 with SharePoint Documents in …

5 Smart Ways to Make Dynamics 365 Work Better for You Read More »

Since the start of COVID-19 and its quick spread around the world, organizations have been under pressure to reconsider their workflow, including customer relationship management. It has become evident that the pandemic is pushing companies for changes much faster than they would without the global health and economic crisis. As a Forbes article suggests, for …

Post-COVID Digital Trust in CRM: How To Keep Integrity of Your Documents Read More »

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