Notifications
Announcements
No record found.
Hi Everyone, I'm wanting to integrate CRM with my other Microsoft products to their full potential. What are some ways that you all integrate CRM with 365? Thanks for your input!
*This post is locked for comments
There are many ways to integrate other products with CRM. Option is depends on your requirement, time and budget.
Following are the few tools that will help you integrate other products with CRM
1. Scribe Insight
2. kingswaysoft SSIS component
3. Write your SSIS component to integrate.
4. microsoft dynamics connector
In addition to Chitra's integration tool suggestions, there are also first-party features that are optional including the CRM for Outlook add-in (which is a must) and Sharepoint integration for document management. We are currently working on an integration between Microsoft Project Server and CRM that will help us greatly as we're a consulting business.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
SA-08121319-0 4
Calum MacFarlane 4
Alex Fun Wei Jie 2
