The Biggest CRM Migration Mistake That Companies Can Make
InaPlex provides powerful CRM integration and migration tools which our Partners use to ensure cost-effective and successful project results. Here we talk about some of the problems with CRM migrations, and reveal the biggest mistake that companies can make when they move to a new CRM system.
CRM Integration: How to Thrive in Today’s Changing Market
Microsoft's Common Data System and associated tools such as PowerApps and Flow are indicative of the transformation occurring in enterprise integration. This post looks at several CRM integration techniques using new Microsoft tools and assesses their relative merits.
Import Dynamics CRM or Salesforce into Microsoft Common Data Service
This post demonstrates how to automate importing account and contact data from Dynamics CRM or Salesforce into Microsoft's Common Data Service.
Integration with the Microsoft Common Data Service
InaPlex is all about data and integration, so with the announcement of general availability of Microsoft PowerApps and Microsoft Flow I thought it would be useful to have a close look at the underlying database and integration capabilities of these new systems. In this, the first of two posts on the topic, I summarize the native integration capabilities and limitations of PowerApps and Flow. The [...
How to Map Picklist or Option Set Fields During a CRM Integration or Migration
Overview This post details two techniques for handling the transfer of Pick list fields (also known as Drop-down fields or Option Set fields) during a CRM migration or integration. The SQL examples provided below make it fast and easy to find relevant values and then map them to the destination CRM system. Why can it be Difficult to Map […]
Get More from CRM with Marketing Automation and Social Media
Today, more than ever, CRM needs to connect with other systems: This post explores the gains to be made from integrating CRM with Marketing Automation and Social Media.