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Microsoft Dynamics CRM (Archived)

CRM Integration with POS, Accounting Products

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Posted on by 785

Hi,

 I am working with my company to deploy CRM4.0 for our store's reopening in less than a month. We have customized CRM significantly and have written some software around it so we are definitely committed to use it. The problem though is that we are getting some concerning (and sometimes conflicting) answers about how to get CRM to talk to other Dynamics products or other POS/Accounting products.

So we need some way to do POS type stuff, processing customer payments, printing invoices, cash register stuff, etc. We also need to have a a proper accounting package.

 What 1st or 3rd party software do we need to link up the following software:

CRM<->Dyamics POS/RMS OR Quickbooks POS

CRM<->Dyamics POS 2009

CRM<->Microsoft Office Accounting

We found something for CRM<->Quickbooks so we have that covered if we needed. Sorry for the length but we really need guidance on this, the time is running short for us to set everything up!


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  • Inogic Profile Picture
    766 on at

    Hi Michael,

    We have developed integration link with both QuickBooks and Office Accounting. You can check out the details at

    http://www.inogic.com/integration_off_accounting.htm and http://www.inogic.com/integration_quickbooks.htm

    Thanks!

    Sam 

     

  • Michael Xavier Profile Picture
    785 on at

     Hi sam. I actually came across your site the other day and filled out a quote request form. Still waiting on the cost.

     This tool is a start but it still doesn't get us a path all the way from CRM -> POS/RMS/POS2009

  • Inogic Profile Picture
    766 on at

    Hi Michael,

    Could you send a mail at crm@inogic.com and we would get back to you Monday.

    The Integration link works with integrating Dynamics CRM with Office Accounting directly. We do have trial copy available so that will help you evaluate and decide the missing links.

    Thanks!

    Sam

  • Community Member Profile Picture
    on at

    Hi Michael!

    You may consult Tenfold for other CRM integrations.

    Tenfold is a great CTI solution that offers integration over 150 more CRM and phone systems. It's easy to set up and will only take a few minutes. You can check out their integrations list here www.tenfold.com/integrations

    Hope this helps

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