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

Using Dynamics CRM with Deltek Vision

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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?

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  • Community Member Profile Picture
    Community Member on at

    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.

  • Suggested answer
    Aadil Profile Picture
    Aadil on at

    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

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