Posts Tagged ‘dynamics crm’

Integrations from Excel to Microsoft CRM – A Match Made in Heaven

Ah Microsoft Excel… I love working in Excel and frankly would be lost without it. Excel delivers flexibility to adjust on the fly, functionality to save time and provides access to only the data I want the moment I need it. However, I’m also in Dynamics CRM all-day and, like many of you, have a…

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D365UG/CRMUG Sessions at Summit 2018 – Plan to Attend!

We’re counting down the days until D365UG/CRMUG Summit and can’t wait to connect with you throughout the event. You’ll find us at the expo, as well as presenting the following sessions:If you’re not able to make those sessions but still want to connect, contact me directly (luke.steckler@eonesolutions.com) and I’ll set up a time we can…

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Dive In: SmartConnect for CRM Self-Paced Training – Part 3

We’re back for the third and final installment of our deep dive into everything CRM Self-Paced Training has to offer. The final five sections include many of the most powerful features yet and some of the key functionality that distinguishes SmartConnect as an integration tool set. Let’s dive right in. Real-Time Processes and Error Handling We open…

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Dive In: SmartConnect for CRM Self-Paced Training – Part 2

A few weeks ago, we kicked off our dive into our CRM Self-Paced Training and are taking everything a step further today looking at the next four sections of this 14-section training set. Let’s get right into it. CRM Change Data SourcesThe Change data source for CRM integrations allows you to track any relevant data that’s…

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Dive In: SmartConnect for CRM Self-Paced Training – Part 1

Personally, I believe our SmartConnect for CRM Self-Paced Training is a hidden gem within the eOne shop. For an extremely low price, an entire CRM practice has unlimited access to step-by-step videos breaking down everything from the foundations of building integrations to tips and tricks designed to make you an integration pro. We want to…

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Customer Story: When the Microsoft Connector Stopped Working

Founded in 1968, Aqualogic designs, supplies, installs and services commercial and industrial laundry products from around the world, providing laundry solutions across industries Australia-wide.Aqualogic’s products range from small guest washer and dryer to high volume laundry equipment with a focus on provisioning turnkey laundry solutions. Aqualogic is a family run business who pride themselves on…

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Microsoft Dynamics Integration Training in Copenhagen and Amsterdam

We’re headed to Europe for our integration bootcamp and would love for you to join us. Attend on-site training for SmartConnect on the 13th & 14th of August in Copenhagen or the 16th & 17th of August in Amsterdam to become an integration expert.  The SmartConnect bootcamp will cover a deep dive on SmartConnect integration options, especially for Dynamics GP integration, using eOne’s integration templates, and best practices…

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Employee Spotlight: Introducing Luke Steckler – D365/CRM & Salesforce Channel Manager

We’d like to introduce you to our newest team member! Luke recently joined our Fargo, ND office as D365/CRM & Salesforce Channel Manager. He’s eager to build relationships within the Microsoft and Salesforce channels so be sure to leave a comment to say hi! In the meantime, you can learn a little more about Luke…

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Checklist for Creating Integrations

About to create integrations on your own? Though all integration projects have unique elements, successful ones follow the same process. There is a clear project path and you don’t want to miss a step along the way. Our team has fine-tuned the integration process and we want to share it with you. We’ve created a…

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Submit Your eOne Consultant of the Month Nominations

When someone does exceptional work, we think the whole world should hear about it. We love hearing stories of partner technical consultants nailing their projects – especially when our solutions are involved. It’s time to share those stories. It’s time to celebrate the best consultants we see out in the field: the ones who provide you…

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Integrations from Excel to Microsoft CRM - A Match Made in Heaven
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