Integrating Lists with the KingswaySoft SSIS Adapter
August 25, 2017

Migrating activity records into CRM can contain several steps depending on the complexity of the source data but now with KingswaySoft SSIS adapter you can add records in one easy step!

Integrating Sales and Financials in Dynamics 365
Integrating Sales and Financials in Dynamics 365
February 10, 2017

Have you ever thought to yourself, “how do Dynamics 365 for Sales and Dynamics 365 for Financials really work together?” Well, wonder no more because PowerObjects and Boyer & Associates

OneNote Integration
How can Microsoft OneNote help my organization take better notes in Dynamics CRM?
June 21, 2016

Microsoft OneNote is a computer program that lets users take notes, either handwritten or typed, create drawings, and attach documents, but that’s not all it can do! Did you know

Get a Better Understanding of the SharePoint Online Integration with Dynamics CRM Online
June 9, 2016

When looking at your Dynamics CRM system, you may start to wonder, “Where do I store the documents I want to associate with a specific record?” Natively, CRM systems are

announcements
Join Us for our Upcoming Webinar: CRM On-the-Go with Outlook
April 11, 2016

One of the reasons Microsoft Dynamics CRM has become the go-to software for customer relationship management is its natural, streamlined integration with Outlook. If you’re already using this integration, have

tips-and-tricks
Integrating with the Perfect Pair: webMethods and Dynamics CRM
March 21, 2016

If you’ve scoured the net lately looking for information on using Microsoft Dynamics CRM with the popular enterprise data integration platform webMethods, you already know that the results are few

tips-and-tricks
Utilizing Alternate Keys in Dynamics CRM Integrations
August 21, 2015

One of the challenges when integrating external data with Dynamics CRM is that in order to update a record via the API, you have to know the GUID of the

tips-and-tricks
Get Faster and Simpler Update/Insert Transactions Using SSIS
August 13, 2015

When you are building an integration using SSIS, chances are you will need to update or insert data that has been created or changed in the source system on a

development
Manually Editing the Scribe QETXT.ini File for Microsoft Dynamics CRM
January 14, 2014

When migrating large text files with many columns in Microsoft Dynamics CRM using Scribe Insight, sometimes it’s more efficient to manually edit the QETXT.ini file. A good example of this

development
CRM 2013 and SharePoint Integration New Feature
November 5, 2013

The Microsoft Dynamics CRM 2013 and Microsoft SharePoint 2010/2013 integration remains much as it was in CRM 2011 and is designated as not being a refreshed entity. However, there is

customizing
Microsoft Dynamics CRM-Driven SharePoint Security
September 27, 2013

Microsoft Dynamics CRM supports out-of-the-box integration with SharePoint, described in detail two previous blogs: SharePoint Integration in Microsoft Dynamics CRM 2011 and CRM 2011 and SharePoint 2010: Configuration and Folder

development
Copying Scribe Target Steps Using DTSEdit
September 5, 2013

There may be a scenario when working with Scribe Insight and Microsoft Dynamics CRM when you have to integrate data to multiple locations at once—for example, if you’re syncing data