Financial Service Providers can offer clients direct access to their cloud database, for instance for leasing or insurance details. A custom API can be a the best way to provide secure, real-time access to cloud resident information. This post explains why.
Posts tagged ‘Dynamics CRM’
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.
This Post is the third in a series of four about migrating from GoldMine to Microsoft Dynamics CRM. It details system preparation and migrating contact details, including email and web addresses. The final post will step through the process of migrating activities, history, emails, attachments and opportunities.
Migrating GoldMine to Microsoft Dynamics CRM (MS CRM) presents a range of challenges. This second post, in a series of four, focuses on the Project Management of CRM migrations. Drawing on extensive experience in this field, David Evans, CTO InaPlex, presents some key factors to consider when managing a migration project.
Following our previous post on extending Inaport using custom functions, Justin Knieling of Grand Canyon University kindly shared an example of a custom function he has written. The function assigns new users a security role in Microsoft CRM 2011.
Normally we would not mention a competitive product, but with the release of Inaport for Dynamics CRM a common question is “why use Inaport instead of Scribe Workbench”.
This is a fair question, because Scribe is probably the incumbent player for import/migration/integration projects with Dynamics CRM.
(I might parenthetically point out that a few years ago Scribe Workbench was the incumbent for Sage SalesLogix; now InaPlex is a Sage Endorsed Development Partner, and Inaport is the only endorsed integration product for SalesLogix.)
One obvious answer to the question is pricing. Inaport starts at $450 for an entry level 30 day license through to $3,495 for the unrestricted Professional Edition; there are no seat count restrictions, and no limit on the number of systems it can be installed on. This makes it very competitive against Scribe Workbench, which is $3,995 (server) + $1,295 (adapter) + $995 (user pack) = $6,285.
However, the British have a saying “penny wise, pound foolish”; the American equivalent is “you get what you pay for”. It would be short sighted to save a few thousand dollars on the software, to later discover that either it cannot get the job done or it adds significant time and complexity to the project. Integration projects are already tough enough without also battling your tools.