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:
- End of Dynamics 365 Customer Engagement Online
- Licensing is NOT a security mechanism
- Sharing Apps Is Caring
- PowerApps licenses and a Dynamics 365 environment
- Licensing by consumption: pricing model of Power Platform online services
- Canvas Apps for the Model-driven mind: how to make that leap
- Application/Platform Separation in New PowerApps Licensing Model
- 4 directions for Power Platform business growth
- 2 become 1 UI: PowerApps Roadmap from MBAS
- Catching the Wave 2 for 2019 Power Platform Updates
