Integration

No Code Data Integration Has Arrived with Dynamics 365 for Sales Virtual Entities

With the release of the Dynamics 365 October service update comes an exciting new capability called Virtual Entities. Virtual entities allow for read-only, no-code integration to other systems right within Dynamics 365 for Sales. Grids, sub-grids, forms, lookups, advanced-find views, reports, and dashboards can all use Virtual Entities. They are also available via all Dynamics 365 online clients and custom applications. Virtual entities are simply a mapping of records and fields from an external data source to a custom Dynamics 365 entity. Dynamics 365 does not store or synchronize with the external data. Let's take a look at the [...]

By | 2018-02-21T20:46:45+00:00 October 27th, 2017|Uncategorized|0 Comments

Connecting Microsoft Dynamics 365 for Sales with Finance and Operations Business Edition

In July Microsoft released functionality to connect Microsoft Dynamics 365 for Sales (CRM) to Microsoft Dynamics 365 for Finance and Operations Business Edition (NAV). This flew under the radar a bit coming from the CRM side of things. I’ve made it a practice to keep a good watch on the Microsoft Dynamics 365 Roadmap (https://roadmap.dynamics.com/) which I find very helpful and an extreme upgrade over past roadmaps or lack thereof in the past. But, this new functionality fell under the Financials section and not the Sales or Customer service section. So, keep that in mind in the future when [...]

By | 2018-02-23T16:43:27+00:00 October 16th, 2017|Uncategorized|0 Comments

3 Mistakes You Can (And Must) Avoid for a Successful Marketing Automation Deployment

CRM Marketing automation tools are all the rage these days.  As organizations become more digitally focused, you may feel like you are being left behind if you don't have a cutting-edge Marketing Automation tool.  Don't get me wrong, they can be powerful tools that are capable of helping transform your business through increased relevance in today's digital economy.  However, when selecting and implementing one of these solutions, you have to make sure you are prepared.  Like any software implementation, the proper strategy and planning are the most critical aspects in ensuring success.  Without these, there's a good chance you [...]

By | 2018-02-23T20:37:47+00:00 October 4th, 2017|Uncategorized|0 Comments