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Posts Tagged ‘CRM integration’

Dexpro Dynamics's Logo How Manufacturers Can Keep Microsoft Dynamics GP Running While Planning for Business Central

Many manufacturers using Microsoft Dynamics GP know that a move to Dynamics 365 Business Central may be in their future. The challenge is deciding when to migrate. For CEIA-USA, the […]

Connecting Software's Logo Connecting Software: A Comprehensive Product Portfolio

  Since 2004, Connecting Software has been helping businesses overcome challenges with seamless data integration, document management, and digital authenticity by providing powerful and innovative solutions. Our wide portfolio ensures […]

Connecting Software's Logo Case Study: How a German Agricultural Association Closed a SharePoint Security Gap

Dynamics 365 Case Study Maschinenringe, a major German agricultural services association, uncovered a security vulnerability when a new intranet app threatened exposure of sensitive documents stored in SharePoint. These documents […]

Optrua's Logo Optrua Powers Rockton Software's CRM Transformation

Optrua's tailored approach provided Rockton Software with real-time insights, streamlined workflows, and the clarity to drive sales forward. CRM Transformation Cuts Through the Fog Picture this: You're driving a familiar […]

360 Visibility's Logo The Full Power of Contact Center Analytics with Dynamics 365

In our first blog, we explored how Dynamics 365 Contact Center brings AI-powered capabilities and Microsoft-native integration to every stage of the support workflow. In the second blog, we looked […]

emfluence Marketing Platform's Logo How to Automate Proactive Customer Check-Ins with CRM and Marketing Automation

The customer journey doesn’t end after the sale—in fact, that’s when the most meaningful work begins. In the loyalty stage, ongoing engagement is key to long-term retention, upsell opportunities, and […]

EASI's Logo Dynamics 365, Power Pages, and Copilot Studio for Customer Engagement Through SMS, Chat, and Voice

Imagine trying to have a conversation with someone, but every time you switch topics, you have to go to a different room and start over. Frustrating, right? That's often how […]

emfluence Marketing Platform's Logo CRM-Driven Onboarding: How to Set New Customers Up for Success with Marketing Automation

Closing the deal is just the beginning. What happens after the contract is signed often determines whether your customer becomes loyal—or leaves. A thoughtful, consistent onboarding experience is key to […]

emfluence Marketing Platform's Logo Accelerating Late-Stage Deals with Your CRM and Marketing Automation Integration

By the time a lead reaches the late stages of your sales funnel, they’ve already shown strong interest. They’ve engaged with your content, spoken with your sales team, and maybe […]

Connecting Software's Logo How to Get More from Dynamics 365 by Integrating SharePoint

Microsoft SharePoint is not part of Microsoft Dynamics 365; however, it often feels like it due to the highly popular SharePoint integration offered by Microsoft. This connection provides several advantages […]