https://www.pandadoc.com/integration-ms-dynamics/ Design, generate and distribute documents with dynamic contents from CRM, associate documents with CRM records, track opens and views, enable electronic signature and approval workflow via the PandaDoc cloud service.
Microsoft Dynamics 365 (XRM) links
Links to extensions, tools and integrated applications for Microsoft Dynamics 365 (previously Dynamics CRM)
Blog Archives
Kuvana sales acceleration for Microsoft Dynamics CRM
http://www.kuvana.com/ Measure the opens, clicks, time in video/PDF from your sales emails sent from Outlook or Gmail and track the contact data into Dynamics CRM.
Agile Dynamics CRM to Exchange Synchronizer by GrinMark
http://www.grinmark.com/products/dxsync/about.html Server side integration and synchronization of data between Microsoft Exchange server and Dynamics CRM server. Works with any email client attached to Microsoft Exchange including: Desktop clients: Outlook, Entourage, Apple Mail, Thunderbird Mobile clients: iPhone/iPad, Android, Blackberry, Windows Phone Automatic detection…
Tagged with: crm2011, email, Exchange, integration, Mac, outlook, synchronize, tracking
Posted in Usability
Posted in Usability
Riva server-side Microsoft Dynamics CRM integration
http://www.rivacrmintegration.com/microsoft-dynamics-crm/ “Riva integrates with all Microsoft Exchange and Novell GroupWise clients, including: Outlook, Outlook Web Access, Microsoft Entourage for Mac, the native Mac apps (Mail, iCal, Address Book), GroupWise and GroupWise WebAccess. Plus, Riva supports both on-premise and hosted Microsoft…
Want to learn Microsoft Dynamics CRM 2013? Start with this book that I've contributed to:
- Dataflex: the day after
- Dataflex is more (and less) than CDS
- Why Power Platform licensing is complex, part 4: the role of CDS
- First impressions on Power Platform 2020 Release Wave 2
- PPAC is your new Dynamics 365 Admin Center
- ALM for low-code: are we there yet?
- Why Power Platform licensing is complex, part 3: light use scenarios
- Why Power Platform licensing is complex, part 2: multiplexing
- The Social CRM that came to be: from 2010 to 2020
- Why Power Platform licensing is complex, part 1: products
