Posts Tagged ‘365 integration’

Connecting Software's Logo How AI, IoT and Blockchain Technology Can Empower Your Organization in 2021 and Beyond

We are almost halfway through 2021 and it is time to look beyond to see which innovative technologies will help us thrive in the future. Following the launch of CRM Software Blog's white paper Next-Gen Tech for the Rest of Us, here is our experts' take on the subject.  Let’s focus on three use cases:  Improve Sales with AI …

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Connecting Software's Logo 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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Connecting Software's Logo 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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Connecting Software's Logo Integration Design Patterns for Dynamics 365

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 …

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Connecting Software's Logo Staying one step ahead of the competition with XRM and IIoT

It is not easy to maintain that edge and stay one step ahead of the competition. This is the story of Noah Walker, a CRM consultant, that wanted to find a way to help Oliver Smith, production manager at a manufacturing facility, stay ahead of his competition.                 …

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Connecting Software's Logo What About Security between Dynamics 365 and SharePoint?

One of the leading CRM systems nowadays is Microsoft Dynamics 365. Together with SharePoint, it provides great document collaboration features, and many organizations around the world already use them as a duet. In this post, we will discuss how to ensure security settings synchronization between Dynamics 365 and SharePoint. It is going to be very …

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Connecting Software's Logo The Microsoft Dynamics ecosystem for Millennials - 3 revealing questions

Millennials are incredibly tech-savvy and expect software to be highly customizable, easy to integrate and rich in features.   Following from the launch of CRMSoftwareBlog's white paper 21 reasons millennials prefer Microsoft Dynamics, here is our experts' take on the subject.   We focus on mobility, integration and flexibility,while keeping an eye on Dynamics 365 security …

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Connecting Software's Logo What Happens When You Combine Microsoft Teams With Dynamics 365?

Microsoft Teams has become more and more popular. It has grown from 13 million daily active users in July 2019 to 20 million in November 2019. This growth made Teams even bigger than Slack, the main competitor in the area of chat and team collaboration. One of the reasons for such a significant increase is …

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Connecting Software's Logo Connecting a legacy system to Dynamics 365

We all know companies that have a legacy system for a long, long time… longer than we think they should. How can we, as consultants or partners, help them move on? The first question that pops to mind is: "Why don't they just get rid of that old software?". You can see the legacy software …

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Connecting Software's Logo CRM middleware – what it is and how it can work for you

You want to get more out of your CRM. You dream of how much nicer it would be if you could integrate it with this or that piece of software that you use and love. Well, you might not know it, but you are dreaming of CRM middleware! Middleware definition - what is middleware after …

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