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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

by ISV/Add On Partners

47 CRM/ERP Blog Members Exhibiting at User Group Summit 2017 Events in Nashville

There will be so many people to meet at the User Group Summit events in Nashville! One of the best parts about attending a User Group Summit event is exploring the Expo Hall and meeting the exhibitors. This year the GPUG, D365/AXUG, NAVUG and D365/CRMUG events are all taking place together in Nashville from October […]

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Can a Librarian Manage Library with No Classification System

No, you are not wrong. This article is about Dynamics CRM and SharePoint. The metaphor of librarian managing library with no classification system is best describing the poor out-of-box feature to integrate Dynamics CRM with SharePoint. In the article “CRM is from Mars, SharePoint is from Venus” (read here), we suggest using less SharePoint folders […]

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Les 3 nouvelles fonctionnalités de Microsoft Dynamics 365 que nous attendions le plus

Microsoft a récemment rendu disponible sa dernière mise à jour pour Microsoft Dynamics 365, laquelle ajoute plusieurs nouvelles fonctionnalités et améliorations à celles déjà existantes. De nouvelles applications sont également maintenant disponibles pour amener vos affaires toujours plus loin. Nous avons récemment écrit au sujet de Microsoft Dynamics 365 for Talent, une application spécifiquement conçue […]

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3 New Microsoft Dynamics 365 Features We’re Excited About

Microsoft has recently made available its latest update for Microsoft Dynamics 365, which comes with a host of new features and enhancements. Many improvements and functionalities have been added to existing features, while new applications have also been made available to take your business even further. While we’ve recently written about Microsoft Dynamics 365 for […]

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PDF “Word Template” to DocuSign & upload to SharePoint with Workflow

Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign. Document is generated in CRM using Word Template One click to PDF the document and attach it to Notes, using Dynamics PDF-Docs Complete process where to sign using DocuSign (if required) DocuSign manages the E-Signature process in background The signed […]

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Working together to improve Dynamics CRM and SharePoint Integration

“CRM is from Mars, SharePoint is from Venus” (read more) was our trigger to developing CRM add-on solution (Dynamics SPO) to improve the integration between CRM and SharePoint. With Dynamics SharePoint Organizer (SPO), documents uploaded from CRM to SharePoint are configured to save the content of fields in CRM records, together with the uploaded documents, […]

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CRM metadata saved in SharePoint columns

CRM metadata saved in SharePoint columns The alternative & better CRM and SharePoint integration In previous post we promoted the idea of “CRM is from Mars, SharePoint is from Venus”(Read More...), which concludes that OOB CRM integration with SharePoint creates too many folders and sub-folders, while best practice is using metadata from CRM records and […]

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Relevez 3 défis des firmes de services professionnels avec une solution CRM spécifique

La grande flexibilité d’une solution CRM telle que Microsoft Dynamics 365 permet d’en faire le cœur des opérations de votre entreprise. Vous pouvez ainsi l’utiliser comme porte d’entrée à partir de laquelle toutes vos activités peuvent être complétées. Une solution spécifique à votre industrie peut également y être intégrée, permettant d’effectuer vos tâches quotidiennes à […]

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Dynamics CRM Word Templates, issue with HTML fields

Although Dynamics PDF-Docs (for CRM Word Templates), is the most popular add-on to CRM, to PDF Word Templates and attach them to Emails, we are sometimes asked about features not available with CRM Word Templates, and are available with Dynamics Docs. Here is another feature you may need when creating templates to merge fields from […]

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Dynamics CRM integration with SharePoint

Dynamics CRM integration with SharePoint If you are not happy with Dynamics CRM (Dynamics 365) and SharePoint out-of-box integration with SharePoint then Dynamics SharePoint Organizer (SPO) is the tool you need. If you pay hefty price for Dynamics CRM storage then upload your documents, from Emails and Notes to SharePoint, and save money. Dynamics SharePoint […]

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