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5 Steps to Better CRM Apps

Different business needs often drive the development of apps to complement CRM use. This post presents steps that can be used to build better CRM apps.

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Smarter, Faster Lead Allocation for The Predictive Index

Want to close more business? Industry benchmark research indicates that conversion rates increase dramatically if leads can be issued and called on in under 10 minutes. Here we show how InaPlex developed a lead router for The Predictive Index which provided them with fully automated, accurate and rapid lead allocation.

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The Reality Behind the Hype: Customer Data Platforms

The Customer Data Platform is creating a lot of buzz in the business world, but can it really deliver on its promises?

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The 3 Habits of Successful CRM Migration Consultants

As a specialist in moving data to new CRM systems, InaPlex sees a lot of CRM migrations. Here we present 3 habits we frequently see in our more successful migration Partners.

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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.

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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.

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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.

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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 second posts will show you how to do a bulk import of data from Dynamics CRM or Salesforce into the Common Data Service. Free maps for the process will also be provided.

Between now and the end of 2016, InaPlex will provide a FREE Inaport license for customers wanting to use these maps for bulk import into the Common Data Service. Please contact InaPlex for your free license.

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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.

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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.

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