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.
Posts from the ‘CRM Integration’ Category
This post demonstrates how to automate importing account and contact data from Dynamics CRM or Salesforce into Microsoft's 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.
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.
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.
SyncSite uses Inaport to implement rapid data transfer between Frontier ERP and Saleslogix, resulting in a more proactive, strategic and successful sales process for their client Hit Promotional Products. To discuss your specific needs, email here to request a call or webinar, or please read on.