As much of the world awaits the highly anticipated release of the latest Star Wars movie, in a galaxy far, far away, the Rockton Connect team has been working on a masterpiece of their own. Set to hit the computer screen in late December, the new Rockton Connect Inventory Module comes complete with all the […]
continue reading...Posts Tagged ‘quickbooks’
Create QuickBooks Customers from Dynamics CRM Accounts
Dynamics CRM gives you the ability to track customer interactions, but the trail ends when customer information leaves Dynamics CRM and enters your accounting and ERP systems. Getting customer history into CRM can fuel your marketing lists and campaigns with quality leads. However, to access customer financial information in CRM often requires manually rekeying the […]
continue reading...Are You IT MSP? – Read How to Improve the Way IT Managed Service Providers Manage Incidents (Cases) with Dynamics CRM?
Dynamics CRM’s Service module and more specifically the Case entity, is a great tool for managing incidents. But when it comes to IT Managed Service Providers (MSP), managing incidents is a complex process; the Case entity of CRM out-of-the-box does not provide the necessary functionality required by IT Managed Service Providers. Q-Service is a solution […]
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