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

 
 

Posts Tagged ‘Connecting Software’

How to Integrate Dynamics 365 with Any Software for Live Data

November 6, 2019 · · No Comments

How much time a day do we waste navigating between the apps? Researches say, 69% of workers waste up to 60 min/day switching between various programs and applications. One hour of a working day! It is because large companies have around 163 apps on average per one employee. Again, pretty overwhelming. Integration and synchronization between company […]

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Connecting a legacy system to Dynamics 365

October 31, 2019 · · No Comments

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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Why Dynamics 365 Integration Is So Complex

October 29, 2019 · · 1 Comment

While there is a strong need for cloud ERP integration, this is a very challenging process. There are several reasons for this. Firstly, ERP platforms don’t have many pre-built integration options. They can only view data via Power BI, integrate with Office 365 and a few CRM apps. And even though some cloud ERPs, like Dynamics 365 Finance & Operations and Dynamics 365 Business Central, have open APIs which facilitate the integration with other […]

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What About Security between Dynamics 365 and SharePoint?

October 24, 2019 · · No Comments

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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Dynamics 365: How to Increase Team Collaboration and Keep System’s Health

October 3, 2019 · · No Comments

You open your email and find an alert from Dynamics 365: you’ve reached 80% of storage limit. In most cases, this is not because you have too many records but because you have a habit of storing files and attachments in your CRM.    What would a person do in this case? Buy more storage or […]

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Segurança de documentos – Dynamics 365 e SharePoint

October 1, 2019 · · No Comments

Atualmente, um dos principais sistemas de CRM é o Microsoft Dynamics 365. No entanto, o espaço disponibilizado pelo Dynamics 365 para documentos não é suficiente para muitas empresas. Uma opção é usar a integração disponibilizada pela própria Microsoft e colocar os documentos no Microsoft SharePoint. Desta forma, as empresas usufruem ainda dos recursos de gestão […]

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Why Use an Integration Platform for CRM Needs?

September 23, 2019 · · No Comments

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 […]

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Creating Software For D365 That Everyone Needs: Lessons Learned

September 16, 2019 · · 1 Comment

If in 2014 someone had told us that we would create a program which governments and big corporations would buy without a second thought – do you think we would have believed? A young IT company from a small European country reaching this success – not impossible but very challenging.  Yet it happened. The solution […]

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What You Need To Know If You Store Your CRM Documents In SharePoint

September 11, 2019 · · 1 Comment

Many sysadmins choose to store CRM documents in SharePoint because managing documents is more intuitive in SharePoint. SharePoint also has very convenient extra functionalities for the end-users such as checking documents out and version history.   Another reason to go for this combination is that data storage is cheaper on the SharePoint side. If the standard SharePoint […]

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