CRM Add-On ISV Products

Connecting Software's Logo Have You Heard About the New Dynamics 365 + SharePoint Document Management Suite?

If you have documents and attachments in Dynamics 365, you have probably realized Dynamics document management is not the best. Nonetheless, it is convenient to have the documents right there, where users need them. To get the best of both worlds, you used to have to pick multiple solutions. Fortunately, there is now an all-in-one …

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Connecting Software's Logo The Future of Dynamics 365 Attachments: Our Experts Weigh In

    What can you do with all those attachments that end up in Dynamics? Our experts share their ideas. You can use Dynamics 365 for many things, and tracking communication with customers is one of them. Unfortunately, this will most likely lead to plenty of Dynamics 365 attachments taking up a substantial amount of …

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Connecting Software's Logo How to Setup a Dynamics 365 integration with SharePoint

If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits. …

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Experlogix, LLC's Logo How CPQ Software Can Benefit Your Sales Organization

Businesses involved with sales understand how challenging the process of quoting can be. If your company offers a wide range of products, prices may vary greatly depending on specifications. Generating quotes manually, as is traditional, presents problems with accuracy and is very time-consuming. CPQ software can revolutionize your quoting process and truly benefit your sales …

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Act-On's Logo Dynamics 365 & Act-On Marketing Automation For Tracking the Customer Journey

There is only one way to add value to your business consistently. That is to keep ahead of rapidly changing customer demands in the marketplace. You can do that by strategically aligning your sales and marketing operations. No doubt you’ve already figured that out. According to studies,  87% percent of sales and marketing leaders believe that …

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Connecting Software's Logo Could You Keep Your Dynamics 365 Integrations When Doing a Dynamics 365 on Premises to Cloud Migration?

  Doing a migration of Dynamics 365 on Premise to the Cloud is not as easy as it should, especially when your Dynamics on-premise instance has integrations running to other software or databases. Unfortunately, there is no official Microsoft solution for these scenarios other than using the Fast Track page. The alternative would be using …

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Strava Technology Group's Logo Dynamics 365 User Adoption Reports

User adoption is critical for any CRM deployment, our Dynamics 365 User Adoption Reports provide full analysis of user activity across all main areas of Dynamics 365 CRM (Customer Engagement). Like any other important business goal, businesses must "inspect what they expect". Our Dynamics 365 User Adoption Reports provide full analysis of user activity including: …

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Intellective's Logo Microsoft Dynamics Content Management in the Mortgage Industry

In homebuying, timing is everything. Whether you’re the seller, the buyer, a broker or the financial institution, the faster you can compile and import the appropriate loan application documents, verify the applicant’s income and credit and calculate the debt-to-income ratios, the faster you can make a decision on the approval and funding of the loan. For banking organizations managing the loan application, origination, underwriting and closing process using multiple content management, storage and workflow management platforms, and the technology operations staff supporting them, …

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emfluence Marketing Platform's Logo Four Must-Haves for Your CRM and Marketing Automation Platform Integration

So your organization has been growing quickly and at it’s finally time to get serious about integrating your CRM and marketing automation platforms. It’s a smart move! Sales and marketing alignment is a critical component of maintaining success and achieving sustainable, long-term growth. And a key part of this alignment is making sure your marketing …

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Connecting Software's Logo Microsoft Labs Attachment Management – Deprecation and Alternatives

  Microsoft has deprecated the Microsoft Labs Attachment Management solution in June 2021, leading many Dynamics 365 users to look for alternatives. What was the Microsoft Labs Attachment Management? The Attachment Management Microsoft Labs add-on used to be available on AppSource. Admins of Dynamics 365 Online used it to reduce cloud storage costs by moving …

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