Posts Tagged ‘SalesForce’
Best Practices of Integrating Salesforce and D365 Business Central – Part Three: Integration Strategy
In Part Two: Data Strategy of our article series “Best Practices of Integrating Salesforce and Microsoft Dynamics 365 Business Central,” we went over the best practices in data strategy.In this article, we’re going to focus on the final part of this process: the integration strategy between Salesforce and Business Central with SmartConnect.Is Integration Necessary?In our…
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Best Practices of Integrating Salesforce and D365 Business Central – Part Two: Data Strategy in Integrations
In Part One: Best Practices in Cloud Integrations of our article series “Best Practices of Integrating Salesforce and Microsoft Dynamics 365 Business Central,” we went over a brief introduction of a few different types of integrations that can be used among Business Central, Salesforce, and SmartConnect, how to address potential integration challenges, and what types…
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Best Practices of Integrating Salesforce and D365 Business Central – Part One: Cloud Integrations
By adopting cloud technology, companies today have more capabilities than ever before. From better access, communication, and collaboration among teams to heightened efficiency, cloud-based technology has opened numerous doors.In this first article of our three-part series, “Best Practices of Integrating Salesforce and Microsoft Dynamics 365 Business Central,” we’ll focus on a brief introduction of what…
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Tech Tuesday: Querying Business Central Payments
Exporting Business Central payments to another system such as a CRM system is a common requirement, we see on Business Central integrations. The need is simple but retrieving all the data can be challenging due to the table structure of the Customer Ledger.The ChallengeRecently I was working on a Business Central and ConnectWise integration where…
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May The Visualforce Be With You – Part II
In our previous blog (May The Visualforce Be With You – Part I), we took you through customizing your Salesforce Product’s page to add a Popdock Widget in a new section to display the quantity on hand coming from Dynamics 365 Business Central. In this article, we will now show you how to add a…
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Popdock: May The Visualforce Be With You – Part I
Managing orders and inventory can be challenging if your business is working in multiple systems. It can be difficult for your sales team to have inventory data on hand while creating an order if your inventory is being tracked in another system. If you are using Salesforce to create your orders, Salesforce gives you the…
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Throwback Thursday: Salesforce Queries
While we’re taking a Summer Break from live SmartConnect Office Hours, we will be revisiting some of our most popular sessions from the last couple of years. This week’s Throwback Thursday edition is from a session originally on Friday, January 3rd, 2020.Our topic for this session was Salesforce Queries.Our topics included:How to use the Template…
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RECORDED WEBINAR: Business Central and Salesforce Integration
Business Central is one of the fastest-growing ERPs for small-to-mid market businesses. As those customers continue their migration to the cloud, the desire to integrate D365 Business Central and Salesforce is a natural next step.Watch the recording of this webinar, D365 Business Central and Salesforce Integration. Using SmartConnect, integrating Business Central and Salesforce is easy and requires…
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SmartConnect Office Hours: Clearing Values from Destination Fields
If you missed out on SmartConnect Office Hours last week, here is a quick summary of what we covered on Friday, January 17th, 2020:Our topic of the day was clearing values from destination fieldsWe discussed the process of clearing values in Dynamics GP, Dynamics CRM, Dynamics NAV & D365 Business Central, and Salesforce.We also had questions about updating…
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SmartConnect Office Hours: Salesforce Queries
If you missed out on SmartConnect Office Hours last week, here is a quick summary of what we covered on Friday, January 3rd, 2020:Our topic of the day was Salesforce QueriesWe discussed:No SELECT *No ViewsNo JoinsSOQL is read-onlyAll relationships are pre-defined by object creationWe also had a question about connecting to CDSHere is the link to the recording.Here…
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