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Dynamics 365 Sales integrations: What integrations are useful to have for CRM to enhance business processes?

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Posted on by John Mongol 83

Hi,

We have our CRM for about a year now, and I was wondering what integrations have other companies made to enhance their sales process. For example integrations for document signing? maybe with leedfeeder to populate leads automatically. What are your experiences with different integrations?

Categories:
Mail Merge
Application
Sales Literature
Other
Call Intelligence
Sales Insights
Sales Territories
Sales Goal Management
Internet Marketing
Product Catalog
Voice of the Customer
Competitors
Sales manager experience
Product Integrations (Yammer/LinkedIn/etc)
Leads or Opportunities
Addresses
Accounts or Contacts
Quotes / Orders / Invoices
Activity Feeds
Documentation
Gamification
Sales
  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    Dynamics 365 Sales integrations: What integrations are useful to have for CRM to enhance business processes?
    Hey John.
     
    It will depend of course on the apps that you're using and what you need them for.
    - Linkedin integration, to get more insights into your contats, but also any other kind of integrator that provides information from your contacts on social media
    - Phone communication:  Either MS Teams or any other dialer to be able to simply call and follow up
    - If you're providing services with documents, indeed some sort of Document Signing integration woudl be helpfull.
    - If you're using sales literature, or you need a repository to store documents, an integration that offers this. Sharepoint integration, or AzureBlobStorage.
     
    Regards,
     
  • Inogic Profile Picture
    Inogic 24,031 on at
    Dynamics 365 Sales integrations: What integrations are useful to have for CRM to enhance business processes?
    Hi, John
     
    Its great that you are looking to enhance your CRM with additional integrations! Inogic offers a variety of solutions that can significantly improve your sales process. Inogic’s integration solutions can help you leverage various platforms such as SharePoint, Dropbox, Azure Blob Storage, Mailchimp, WhatsApp, et al:
     
    Here are some integration solutions by Inogic and how they add value to your CRM:
     
    Maplytics [Certified Software on Microsoft AppSource] : Maplytics offers a seamless and interactive way to explore Dynamics 365 data on a map for enhanced data visualization. Maplytics is a geospatial and analytical mapping solution that allows users to leverage location intelligence for plotting, planning, analyzing, and acting on CRM data.

    Attach2Dynamics: Integrate Dynamics 365 CRM with cloud storage solutions like SharePoint, Dropbox, and Azure Blob Storage. Move CRM attachments to cloud storage to save CRM storage space and costs. Perform common operations like drag and drop, upload, delete, and rename directly from CRM.
     
    Marketing4Dynamics: Sync Dynamics 365 CRM with Mailchimp to access customer marketing data and campaign details within CRM. This integration enhances planning and executing sales activities backed by marketing data, boosting productivity.
     
    SharePoint Security Sync: Synchronize Dynamics 365 CRM security privileges with SharePoint to boost document security. Ensure secure and reliable access to confidential documents stored in SharePoint while enhancing native integration.
     
    WhatsApp4Dynamics: Integrate CRM with WhatsApp to communicate with customers and business partners via WhatsApp without leaving Dynamics 365 CRM. Improve interactions for sales, services, and marketing teams with quick and effective messaging.
     
    TextSMS4Dynamics: Integrate SMS with Dynamics 365 CRM to communicate with customers directly from CRM. Features include message automation, multimedia messaging, and storing full SMS conversation history in record form, offering high open rates and instant delivery.
     
    Inolink: Provide bi-directional integration between Dynamics 365 CRM and Intuit QuickBooks. Sync transaction history and customer information, calculate taxes, and send Quotes/Orders/Invoices from Dynamics 365 to QuickBooks.

    These integrations can help streamline your sales process, improve efficiency, and enhance overall productivity. If you have any specific requirements or need further information, feel free to reach out to us at crm@inogic.com.

    If your intrigued by our integration solutions, then you should consider checking out our other apps too for a 15-day free trial from our Website or Microsoft AppSource.
     
    Thanks,
    Sam

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