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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

On Click to PDF Word Template and Attach to Email

You have a well-designed CRM Word-Templates for Invoices, Price Quotations or Contracts, and you now wish to Email the generated document from the Word-Template, as PDF file attached to an Email to a client. If you don’t have Dynamics PDF-Docs, this is a process that can take you considerable time, especially if you are generating […]

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It’s time to integrate Dynamics CRM and SharePoint

Since CRM Word Templates was introduced in CRM 2016, more CRM users are now generating documents with CRM than ever. Documents generation in CRM is a one click function. Together with Dynamics PDF-Docs, the document is PDF, attached to the record’s Notes, and to Email as an attachment, a process that saves user’s time and […]

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Digital Transformation using Dynamics CRM and SharePoint platforms

Create customer experiences that boost engagement and value to your business The concept of "digital transformation" has different meaning to different companies. As digital transformation will look different for every company, I use the image of old payphone booth, converted into WiFi hotspot, to best describe one aspect of Digital Transformation for a telco. Digital […]

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Dynamics SP2CRM Connector – New Product Release

Dynamics SP2CRM Connector Accessing relevant data related to documents stored in SharePoint Documents Library, saves valuable time and increases users efficiency between CRM and SharePoint teams. When documents are stored in SharePoint with metadata columns, a look up column can link between the document and a record in a SharePoint list. Using SP2CRM Connector, SharePoint […]

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Devriez-vous privilégier l’implantation d’une solution CRM standard ou personnalisée ?

Un des nombreux avantages d’une solution CRM telle que Microsoft Dynamics 365 est qu’elle fournit une plateforme flexible et personnalisable à partir de laquelle toutes vos activités peuvent être complétées. Elle peut être ainsi adaptée à vos besoins spécifiques et à la réalité unique de votre entreprise pour faciliter vos tâches et opérations quotidiennes.   […]

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Standard or Customized CRM Solution: Which One Should You Consider?

One of the many advantages of a CRM solution such as Microsoft Dynamics 365 is that it provides a highly flexible and customizable platform from which all your activities can be completed. As such, it can be personalized to meet all your specific needs and adapt to the unique reality of your organization to facilitate […]

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New Tax Processing App in D365 for Sales (CRM)

Put away the calculator and let taxes calculate themselves!   Sure, you can enter taxes in Microsoft Dynamics 365 for Sales (formerly CRM), but wouldn't it be nice if you didn't have to calculate them too? With the Rockton Software Tax Processing app, the taxes are calculated for you. This means your taxes will be […]

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New Product — SharePoint Connector to Dynamics 365

SharePoint Connector to Dynamics 365 We are excited to release SP2CRM Connector, an additional product in serious of tools aiming to improve Dynamics CRM integration with SharePoint. With SP2CRM Connector, Lists in SharePoint are created and synchronized with records of CRM entities. Users can configure up to 10 attributes from any CRM entity, as well […]

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Les trois points-clés à retenir de la conférence Directions North America 2017

La conférence Directions North America a fait couler beaucoup d’encre depuis qu’elle a eu lieu du 17 au 20 septembre dernier à l’hôtel JW Marriott à Orlando en Floride. Les nouvelles concernant le futur de la solution Microsoft Dynamics 365 Business Edition, dont la sortie était prévue à l’automne, ont notamment beaucoup fait réagir. Cependant, […]

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The Three Main Takeaways from Directions North America 2017

The Directions North America conference caused a lot of stir since it took place from September 17 to 20 at the JW Marriott Hotel in Orlando, FL. News regarding the future of Microsoft Dynamics 365 Business Edition, which was slated for launch this fall, were received with surprise on the part of the crowd. However, […]

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