CRM Add-On ISV Products

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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Sales and Marketing Alignment with Marketing Automation

Want to improve the relationship between your sales and marketing teams? Your marketing automation platform and Microsoft Dynamics integration is a great place to start. Sales and marketing alignment can be best facilitated with both teams are working with the same information. Whether you use Microsoft Dynamics CE, CRM, or Sales, you can leverage your …

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Crowe Banking Industry Expert Tom Grottke Shares Valuable Insights in Three-Part Interview Series

The Crowe CRM team is dedicated to helping businesses streamline operations and improve performance, and in recent months we have put a special focus on CRM technology for the banking industry. I had the chance to sit down with Tom Grottke, my colleague here at Crowe, to help me gain greater insight into this sector …

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Who Gets Credit When Bank Staff Rotates Branches During Pandemic?

Who gets the credit when a customer walks into a bank branch and opens an account? The answer should be the person associated with that customer in the bank's CRM system. Many banks have branches within the same geographical area. To the customer, they are all the same. They can walk into one branch on …

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Using CRM To Track and Motivate Referral Superstars at Your Bank

Who are the superstars within your bank? Not just the sales representatives that process the most sales transactions, but the people who engage with customers and prospects through proactive outreach. Who are the people that uncover the hidden opportunities that lead to referrals and ultimately new product sales? Unfortunately, you will never know if you …

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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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The Easier Way For Banks To Handle Data Security While Working Remotely

When you think of an industry that could “never” allow working from home, banking would be at the top of the list. There are too many security issues involved. Banking systems have social security numbers, account balances, mortgage details. Everything you wouldn’t want to fall into the wrong hands. Last year very few banks had …

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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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Simple Project Management for Microsoft Dynamics 365

Simplify: verb (used with object): to make less complex or complicated; make plainer or easier: to simplify a problem. Would you like to simplify your work without becoming a slave to your “labor-saving” devices? The technology industry has been relentlessly adding tools and features to help us work, but sometimes the tools themselves can add …

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Get More Out of Your Existing CRM System With Marketing Automation

Connecting your marketing automation platform is a great way to get more out of your CRM system. With both systems connected, your sales and marketing team can be more closely aligned on what messages to send and when to send them. Let’s take a look at how it works and the different ways you can …

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