Category Archives: Integrations

Mailchimp Dynamics 365 Integration vs. No Integration: 5 Ways It Changes Marketing Workflows

Email marketing performance is about more than opens, clicks, and campaign reports. Businesses also need to connect those interactions with customer information, audience management, and follow-up activities in their CRM. Mailchimp handles email marketing, while Dynamics 365 CRM manages customer and lead relationships. A Mailchimp Dynamics 365 integration helps bring these activities into a more… Read More: Mailchimp Dynamics 365 Integration vs. No Integration: 5 Ways It… »

Duplicate Contacts in Dynamics 365: What to Do When a Customer Changes Jobs

It is 8:40 on a Tuesday. A sales rep is sitting in a contractor’s parking lot, minutes away from a renewal meeting for a rooftop unit order. He searches Dynamics 365 for the customer and finds three records: “Dan Walker, Brightline Mechanical,” “Daniel Walker, Brightline Mechanical Services,” and a third Dan Walker with a different… Read More: Duplicate Contacts in Dynamics 365: What to Do When a… »

Azure Communication Services WhatsApp Retirement: Your ACS Migration alternative

Attention, Dynamics 365 users: your WhatsApp countdown has begun. Microsoft has announced that Azure Communication Services (ACS) Advanced Messaging with WhatsApp retires on September 30, 2028. If your customer conversations on WhatsApp flow through ACS, you have about 24 months to move your number and templates and rewire your automations. That’s a comfortable window for… Read More: Azure Communication Services WhatsApp Retirement: Your ACS Migration alternative »

Free up Dynamics 365 CRM storage Space, Manage Attachments, Ensure data security – Multiple benefits with one app SharePoint Security Sync!

Managing attachments/documents in Dynamics 365 CRM/Power Apps is a crucial task. You never know when or what information you may need. And it is always easier to get any information if it is organized and stored systematically. But what if you lack space to store these attachments? And you need to store confidential information in… Read More: Free up Dynamics 365 CRM storage Space, Manage Attachments, Ensure… »

How to remove GUID from folder name in Dynamics 365 CRM and SharePoint integration

SharePoint Security Sync enables you to create custom document library structure in SharePoint and also customize the record folder name which is quite helpful for data storage and management in a smart way! Introduction Recently we had a requirement from a client, they wanted to remove the GUID appended to the folder name. There is a hidden… Read More: How to remove GUID from folder name in Dynamics 365… »

SharePoint Integration with Microsoft Portal

Introduction: Dynamics 365 upgrades often enfold bunch of exciting features and the latest October release which upgrades your CRM to version 9.1 happens to continue the legacy. Amongst all the new features, the one we are targeting in this blog is the SharePoint’s integration with MS Portal. With the commencement of this feature, it would… Read More: SharePoint Integration with Microsoft Portal »

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: Integrate QuickBooks & Dynamics CRM to Streamline Your Business Processes »

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: OneDrive Integration with Dynamics CRM 2016 Online »

Load Data from Web Service to Dynamics CRM using SSIS

Introduction: Sometimes there are cases where we need to make a call to web service, from where we get data and save that data to Dynamics CRM entity. The response which we get from web service is in xml form. In one of our recent post we explained about Iterating and Processing Records in Dynamics CRM… Read More: Load Data from Web Service to Dynamics CRM using SSIS »

Full-Text Search in SharePoint files from Dynamics CRM

Introduction In order to utilize the rich document management features of SharePoint and use it as the file storage platform, Dynamics 365 CRM has provided native integration to 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… Read More: Full-Text Search in SharePoint files from Dynamics CRM »