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Posts from the ‘CRM Integration’ Category

Six Easy Steps to Identify Data Integration Needs

Choosing the best integration solution for your company has never been tougher.

Which is surprising, right?

After all, with the plethora of integration tools available today, in some ways it has never been easier to move data around. The sheer range of options, however, is overwhelming, especially as huge differences between systems can make direct comparisons difficult, and what works for one integration project may not work for another.

Yet today, more than ever, being abreast of the digital curve is imperative, and integration is key to this. As Massimo Pezzini, Gartner, recently noted:

“Through 2020, integration work will account for 50% of the time and cost of building a digital platform.”

Given the importance of integration, selecting the wrong solution is expensive in all respects: cost, lost time, and missed opportunities. Clearly, it’s important to make a good choice, especially for critical business opportunities.

Following is a summary of six key areas that impact data transfer today.

With so much to consider, data integration is no longer the realm of simply shuffling data around. Rather, it needs to be viewed as a means of supporting the delivery of highly competitive applications in the context of business processes and data flow. The following table presents ways of managing the complexity associated with today’s business and market demands.

Choosing an integration approach, whether for a specific project or a companywide standard, will be most successful when the entire data requirement – from client need to delivery mechanism to environments – is understood and agreed. Only then should the selection process begin.

Next week’s post will look at three categories of integration solutions and will suggest ways to match them to the identified business need.

InaPlex specializes in data integration and CRM migration services and solutions, with a focus on difficult, niche projects. Our licenses are in use throughout the world and our International Services Team provides implementation and app development. Contact us today for a free presentation, or to chat through your tech needs with one of our consultants.

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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How to Succeed in CRM Integration and Migration: Database Reverse Engineering

Moving data to CRM systems - for a migration or ongoing integration - can involve poorly defined databases. This blog shows you how to reverse engineer a database for successful transfer of data to the CRM system.

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Five Steps to Ensure the Best Integration Approach for Marketing Automation and CRM

How do you decide on the best way to integrate your marketing automation and CRM systems? In this post David Evans, InaPlex CEO, shares our approach.

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21 Widely Used Data Integration Terms

Take a look at our business friendly definitions of 21 widely used CRM Data Integration terms.

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Selecting a CRM Integration Solution

CRM Integration can be complex and demanding. This document looks at integration challenges, and the types of functions needed to overcome them.

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