Skip to content
+1-888-319-3663

EONE BLOG

4 Steps to get on board with SmartConnect


One of the questions I seem to get all day, every day is “how do I move forward with SmartConnect?” You’ve seen a demo at Convergence, from your partner or you attended one of our public demo sessions and know that SmartConnect is the solution for you. Here are the 4 steps you’ll want to take to move forward:

Step 1: Get Your Questions Answered
If you still have questions as to whether or not SmartConnect is the best fit for your team, we’d encourage you to reach out to your partner as a starting point. We have AMAZING partners who are highly trained on our products. If you’d like to ask us your questions directly, send ’em our way! Please send your questions and if needed, we can even set up a call to speak with you directly on your project. (Email sales@eonesolutions.com.) And, if you already have your questions answered, skip to step 2! 

Step 2: To Bundle or Not to Bundle
Though you can purchase SmartConnect on it’s own, we’ve also bundled it with SmartView, SmartList Builder, Node Builder and SmartPost, or Extender Enterprise so you can take advantage of a discounted rate.If you need the bundle options, visit our shop page or email sales@eonesolutions.com. You know what to bundle? Skip to step 3!

Step 3: Independent or Outsourced; Have a Plan
Really – you get to choose. If you want to be independent on SmartConnect – build your own integrations, support yourself, train all your users – that’s just fine! If you make that choice though, be sure you get training from your Reseller or through eOne. The most successful customers I work with have a plan as to how they want to accomplish their integration project and who’s going to do it. So – let us know your plan and we can make recommendations on the services you need. Already have a plan and you’re sticking to it? Move on to Step 4!

Step 4: Move forward
If you haven’t yet, let your Dynamics reseller know that you’d like to move forward with SmartConnect! They can then get a quote or invoice your way and get you on the road to utilizing SmartConnect. As soon as you pay for SmartConnect, you’ll have reg keys available to use! Let us know if you need any help by emailing sales@eonesolutions.com. 
As always, please don’t hesitate to reach out to us if you have any questions at all! We are here to help! Email sales@eonesolutions.com for questions on any of the steps above. 
 
We look forward to working with you and helping your integration project to be a seamless and successful one! 

Leave a Comment





RECENT POSTS


Popdock Data Lake Upload Tool for Dynamics NAV Data - FREE TRAINING
US Office Closed, Memorial Day - May 29, 2023
Accessing Historical Dynamics GP Data in NetSuite: The Azure Data Lake
New Webinar Series: What is the Azure Data Lake?
UPCOMING WEBINAR: Top 10 New Popdock Features

POPULAR POSTS


2016 SmartConnect Integration Bootcamps
Tech Tues: Automatically refreshing Pivot Tables in Excel Refreshable Reports
Happy Thanksgiving from the eOne team!
2017 SmartConnect Integration Bootcamps
New Releases of Extender and SmartList Builder

CATEGORIES

TAGS

Business Central CRM D365 Business Central Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News error Error Message Events Excel Excel Report Builder Extender Flexicoder GP integration Map Microsoft dynamics crm Microsoft Dynamics GP Navigation List Builder Office Relationships Partner All Hands Call Popdock promotions release SalesForce SalesForce.com SmartConnect SmartConnect.com SmartConnect Bootcamp SmartConnect Maps SmartConnect Office Hours SmartList SmartList Builder SmartPost SmartView SQL Tech Tuesday Templates training Zendesk

Integrate & Automate without Any Code.

SmartList Data has Never Been Faster.

The Easiest Way to Report on GP Data.