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Posts Tagged 'integration'

We are pleased to present below all posts tagged with 'integration'. If you still can't find what you are looking for, try using the search box.

Web-to-Lead with Microsoft Flow, Forms and Dynamics 365

Today I’ll show you how to use Office 365 Forms, Microsoft Flow and Dynamics 365 to easily create a form that adds a new lead record to CRM. 

Microsoft Forms for Dynamics 365


Microsoft Forms for Dynamics 365

Quick Tip to Avoid JavaScript Function Not defined error!

 

Do your SharePoint or Dynamics CRM JavaScript functions sometimes throw unexpected errors?  This might be due to how a JavaScript function is defined, so in today's blog I'll review the different options and ways you can define JavaScript functions.

Defining JavaScript functions for SharePoint and Dynamics CRM

6 Ways the LinkedIn Acquisition Will Improve Microsoft Dynamics CRM

A look at 6 areas where Microsoft Dynamics CRM will improve as a result of the LinkedIn acquisition.

Microsoft Acquires LInkedIn - Dynamics CRM Implications

Getting the Most ROI and User Acceptance from Your Business Systems

You may have just made the momentous decision to purchase a new CRM or ERP system, or perhaps you have had your systems for some time. With many companies offering ‘Best of Breed’ business systems, one thing typically remains true: each of these systems are silos of data and information. This blog details real-world benefits of systems integration.

Scribe’s 7.9 Release Multi-Threaded Integration Processes

clip_image004The new Scribe Insight 7.9 release offers multi-threaded integration processes for all four of the integration process types available within the Scribe Console, but, let’s clarify. Previous to the Scribe 7.9 release, only one thread was reserved for processing all File, Time and Query based integration processes. This blog discusses what you should know about the newest release.

Single-Threaded vs. Multi-Threaded Translations


When performing a migration or integration of data, one consideration that should be high on your list is translation performance. Today's blog will discuss how to address the processing of multiple records simultaneously, as opposed to a single-threaded process.

Data Migration from CRM 2011 to CRM 2015

One blog reader recently asked us about affordable options for migrating data from CRM 2011 to CRM 2015 when upgrading.  This article provides a number of options to consider.

CRM vs ERP: Where to Handle Quotes and Order Entry?

CRM vs ERP for quotes orders pricebook catalog

Are your customer care or inside sales reps straddling CRM (customer relationship management) and ERP (enterprise resource planning, or accounting) systems in order to get their jobs done?  Is it slowing them down?  Are they missing opportunities to collaborate with your field sales reps because they don't have enough time to keep things updated in CRM?  Are your outside sales reps asking for more information about order history to be visible in CRM?

This article takes a look at the benefits of handling these processes in CRM rather than in an ERP solution.

Is Your CRM 2011 Ready for the Next Update (UR12, aka Polaris)?

Microsoft will be rolling out Update Rollup 12 (UR12), also known as the Polaris update, for Microsoft Dynamics CRM 2011 Online and On-Premise in January, 2013.  This update contains some exciting new functionality that your users will love.  But it may also require that you make updates to the JavaScript on your CRM forms or you may experience errors.  Be careful - if you're not prepared, your CRM 2011 could stop working as expected and slow your team down!

This article was updated on 1/23/2013 with additional information about UR12.

This article contains the information you need in order to make sure that your CRM is ready for this update.

Adding a Twitter Feed to CRM Leads

Twitter Feed on CRM Form

When reviewing a lead, account or contact prior to a sales call, it is always helpful to have as much context about a company prior to making the call.  Putting a Twitter feed on the CRM record for a lead can put this information in a place where it is easy for a sales person to quickly see it.  By passing in the name of the company dynamically, the feed can show relevant information about the specific company.

Twitter makes it pretty easy to generate the “base” code for integrating with CRM (or any website) as a widget.  You can find their tools for generating widgets here.  Even if you use my code, below, as a starting point, you’ll likely find this link helpful as you start to fine-tune your code a bit.

CRM 2011 and Outlook: 5 Functions Everybody Should Use

The CRM 2011 Pane in the Outlook 2010 Ribbon MenuThis is the third in a three part series I’ve been writing on Microsoft Dynamics CRM 2011 and Microsoft Outlook integration.  In the first two blogs, we reviewed the pros and cons of using CRM 2011 for Outlook and CRM 2011 for the Web.  In this article, we will take a look at CRM 2011 and Outlook functionality that everyone in your organization should use (regardless of whether they are using CRM 2011 for Outlook or not).  This integration functionality is easy for users to understand, saves a lot of time, and enables your organization to better track interactions with customers and other stakeholders.

For the previous two articles in this series see:

A Not-So-Common Web Service Found in SharePoint (2007 and 2010)

In our day-to-day client work, we recently stumbled upon a web service that is installed with SharePoint, but honestly we had never implemented. In fact, the web service is not listed on either MSDN page for SharePoint 2007 or 2010. However, we have now tested this web service, so I wanted to share our findings with the community.

CRM 4 On-Premise to CRM 2011 Online Data Migration – C5 Insight Is LIVE!

Well it’s official, C5 Insight has officially migrated our data from CRM 4 On-Premise to CRM 2011 ONLINE!! I am sure a lot of you are asking well how did you do this? As you may or may not know Microsoft has not released any upgrade path for current or any new Dynamics CRM customers to move their data to cloud hosted.

When we first started thinking about doing this we wanted to be on the forefront of this new release and go “Online” as quick as possible. However we also wondered how we would get our data migrated since Microsoft did not have any published avenue for us to follow. As a Scribe MVP, Scribe Insight (www.ScribeSoft.com) was the product of choice to get this migration successfully completed. With that said we did have to overcome a few obstacles throughout the way which I will mention later on, but overall we had great success. 

SharePoint Tip: Searching SharePoint From Windows 7

In this blog post, we focus on searching SharePoint from within Windows. We've included plenty of screenshots and detailed instructions to walk you through downloading the search connector, installing the connector, and using it in Windows 7.

Review: Scribe Insight 7.0 for Dynamics CRM Integration

Scribe Insight 7.0 was released just a few days ago. As many of you know, Scribe is an outstanding tool for data migration and systems integration with Microsoft Dynamics CRM as well as for Salesforce.com.  I had the opportunity to get access to this release early and have been happily surprised by what I've seen.  This posting provides a brief overview of some of the updates and details on some of my favorite new functionality.

Options for Data Migration and Integration

With Microsoft Dynamics CRM 4.0 there are so many options for migrating, integrating and bulk updating data that it can be quite confusing. This entry presents many of the options and the appropriate time to use each.

Microsoft_CRM_Data_Migration_Integration

 [NOTE: This is a summary - read the full BLOG for more info]

Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.