Category Archives: Integrations

Integrate QuickBooks & Dynamics CRM to Streamline Your Business Processes

With over 4.3 million businesses using QuickBooks, it is one of the leading and a preferred accounting application for SMBs. Also, according to a study conducted by Forrester polling 2,000 employees that were using Microsoft Dynamics CRM found that ROI, when a system is properly integrated, can exceed a whopping 245%. Businesses also prefer Dynamics… Read More »

OneDrive Integration with Dynamics CRM 2016 Online

Introduction Before we explain you how to integrate OneDrive with Microsoft Dynamics CRM 2016 Online, let’s see what OneDrive is all about. OneDrive can be the most preferred option to store private documents. While you can use Office 365 Groups for collaborative storage, SharePoint can be used for public documents. For instance, when there is… Read More »

Full-Text Search in SharePoint files from Dynamics CRM

Introduction Dynamics CRM provides native integration to SharePoint so that SharePoint can be used as the file storage platform and utilize the rich document management features of SharePoint. SharePoint Integration Once Document Management is enabled for an entity in CRM, you can see the following tab available in the Dynamics CRM entity forms. Through this tab… Read More »

Tip while migrating Products to Microsoft Dynamics CRM

Introduction Most CRM Implementations involve data migration from legacy system. This article is a tip for smooth migration of Product data to Dynamics CRM. Product Record mandatory fields As you know that the when we create the product in CRM, we select the Unit Group and the Default Unit on Product. Unit group is a… Read More »

One Note Integration with Dynamics CRM 2015 Online Update 1

Introduction: In today’s world there would be very few who perhaps still use notepad or like application for taking notes. Majority use application like OneNote or EverNote to manage their notes. These application allow recording of rich data like pictures, videos etc within the application for later consumption. Recording notes traditionally in CRM has been… Read More »

Extending Sharepoint 2013 and integrating with CRM 2013 IFD

As we all know, for document management, we require SharePoint to be integrated with the CRM. Therefore, if the CRM is on IFD and if we want to integrate it with SharePoint (on-premise), then we need to extend it in order to make it accessible over the internet. Below are the steps that will help us to extend SharePoint and… Read More »

Server-based SharePoint integration for Microsoft Dynamics CRM

Introduction: With the Spring Release of CRM 2013, we now also have Server-side sync available for Dynamics CRM and Microsoft Sharepoint Online. Yes it did support Sharepoint integration in the earlier release too but as the name suggests Server-side synchronization will now handle automatic authentication between CRM and Sharepoint. The credentials that you used to… Read More »

How to integrate SharePoint online with CRM Online – Part 2 -> Integration of CRM and SharePoint online

This is the second part of the blog post following this post. This post focuses on configuring the SharePoint site within CRM online 2011, integrating the both, uploading documents from with CRM to the SharePoint respective folder. Following are the steps for the same: 1. To Configure SharePoint, first you need to download List Component… Read More »

How to integrate SharePoint online with CRM Online – Part 1 -> Creation of CRM Online and SharePoint online common user account

This is a two part blog post illustrating the functionality of integrating SharePoint online with CRM online. The first part of the blog focuses on creating CRM and SharePoint online accounts having common Office 365 user account. Then the second part of the blog talks about integrating the two systems and uploading files from CRM… Read More »

Microsoft Office Accounting Integration Link with Microsoft Dynamics CRM now supports Dynamics CRM version 4.0 Partner Hosted deployment

Our Integration Module for Office Accounting and Dynamics CRM now supports the Partner hosted deployment as well. In the Partner hosted model, the Integration Module shall be setup locally on users local machine and does not require any files to be hosted on the server.For more information on the Intergration module visit http://www.inogic.com/integration_off_accounting.htm