CRM Software Logo

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

 
 

Posts Tagged ‘Connecting Software’

Post-COVID Digital Trust in CRM: How To Keep Integrity of Your Documents

Since the start of COVID-19 and its quick spread around the world, organizations have been under pressure to reconsider their workflow, including customer relationship management. It has become evident that the pandemic is pushing companies for changes much faster than they would without the global health and economic crisis. As a Forbes article suggests, for […]

continue reading...

Farewell to Dynamics 365 Outlook Client, the Outlook CRM Plugin

How many times have you checked your email today? As our eyes are constantly on our email, apps like Outlook are an attractive destination to plug in new functionality. Doing it helps with user adoption - users are already on Outlook, and they get used to the new functionality fast. Microsoft itself offers several options […]

continue reading...

How to Protect Dynamics 365 Documents in SharePoint From Misuse

Do you work with Dynamics 365 and use SharePoint to store your documents? You can use the standard out-of-the-box integration between Dynamics 365 and SharePoint offered by Microsoft, but the security models of D365 and SharePoint differ significantly.   Unfortunately, this can result in documents in SharePoint being accessible to users who don’t have the […]

continue reading...

Blockchain to revolutionize invoices and quotes

Most people immediately associate blockchain with Bitcoin. It is true that blockchain was initially mainly used in the context of digital currencies exchange. Today, Blockchain technology has much broader applications. It has specific characteristics that make it ideal for improving the reliability of business workflows that involve sensitive information like invoices, quotes, or contracts. The […]

continue reading...

Connecting Software won “Top 10 Blockchain Solution Provider 2020”

Connecting Software is proud to have been selected as "Top 10 Blockchain Solution Provider" by Enterprise Security Magazine. The award follows the launch in the last quarter of the company's Blockchain-based digital seal solutions. The award-winning digital seal solutions Both CB Digital Seal for SharePoint and CB Digital Seal allow you to seal your documents […]

continue reading...

Taking it one Step Further with Digital Seals with Blockchain Technology

Let's pick up the story of Noah, a CRM consultant, that implemented an XRM solution with an IIOT integration for Oliver Smith, production manager at a manufacturing facility. As Oliver's company works with a variety of sensors and production machines, those were used as a place to collect data. Noah recommended Connect Bridge as the […]

continue reading...

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.                 […]

continue reading...

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 […]

continue reading...

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. […]

continue reading...

Why Use an Integration Platform for CRM Needs?

The need to integrate software goes back… way back! But now there is such a multitude of software, platforms, and options that it almost drives you crazy.   You might get to a point in which you have a mix of cloud and on-premises, a mix of state-of-the-art software with very old legacy software… and how […]

continue reading...
 

 
 
Show Buttons
Hide Buttons