web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Using Dynamics CRM wit...
Microsoft Dynamics CRM (Archived)

Using Dynamics CRM with Deltek Vision

(0) ShareShare
ReportReport
Posted on by Community Member

We have two groups of enterprise system users in our business (we are spread over many offices).  Sales focussed systems using Dynamics CRM and Project Management focussed using Deltek Vision (without the CRM module).

Is there any way to use Dynamics CRM as a CRM Module in Deltek?

Or am I asking two warring tribes to cooperate?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Aadil Profile Picture
    Aadil on at
    RE: Using Dynamics CRM with Deltek Vision

    Hi Michael

    You can use Dynamics CRM but in order to take advantage of Deltek CRM, opportunity conversion to projects, CRM reports like forecasting etc , data needs to be sync with in Deltek CRM (and you need atleastCRM key to activate CRM module). Data can be synced using Deltek API.

    I can help you with this as I have worked on similar kind of tasks. Please let me know if you need to move forward on this.

    Regards

    Adil

    adil@antechsol.com

  • Community Member Profile Picture
    Community Member on at
    RE: Using Dynamics CRM with Deltek Vision

    We have been using Vision and Dynamics CRM since 2009. We have 10 licenses to the Vision CRM so no one actually looks at opportunities but they are there for reports and creating projects. The Vision API is used to move accounts and opp info from the CRM to Vision so we keep the accounts/clients in sync. This is a one way sync. Hope that helps.

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.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Our Community Code of Conduct has been updated!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Aric Levin - MVP Profile Picture

Aric Levin - MVP 2 Moderator

#2
MA-04060624-0 Profile Picture

MA-04060624-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans