Category Archives : Microsoft Dynamics CRM

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ERP and CRM Integration Best Practices

ERP and CRM Integration Best Practices Integrating your ERP and CRM enterprise software systems may not seem like an essential item on your business’ to-do list, but the fact of the matter is that in today’s ever more competitive world of business technology, software integration is now a non-negotiable. By…

Integration in the Cloud: The Future of Enterprise Software

IPaaS: Integration in the Cloud As the cloud and cloud-based services gather more and more traction within the enterprise technology world, it’s hard to think of a software solution or platform not making the move to the web. The transformation in software hosting towards the cloud is hardly a surprise—web-based instances provide every…

5 IPaaS Integration Myths: Busted

5 IPaaS Integration Myths: Busted To receive an integration demo and pricing… Contact Us Today IPaaS (Integration Platform as a Service) is just the latest up-and-coming technology trend that the mainstream enterprise hasn’t caught on to yet. The idea is simple; taking the integration platforms that have existed for a long time…

How to Master a Dynamics CRM Integration Project

How to Master a Dynamics CRM Integration Project If you haven’t already achieved it, complete software integration should be topping your business’ list of New Year’s resolutions. Imagine the possibilities you can achieve when you connect your CRM with ERP and get them working together in harmony; shop-floor data for…

The Many Benefits of CRM Integration

The Many Benefits of CRM Integration With the rising popularity of best of breed software suites, a widening field of vendor options and functionality along with the advent of of the Internet of Things connecting them all, it’s not unusual for a modern company to running a veritable laundry list…

How to Clean CRM Data Before a Software Integration

How to Clean CRM Data Before a Software Integration One of our favorite topics on the Datix blog continues to be the power of enterprise software integration. The power gained from a total view and insight into your shop floor and inventory right through to your customer and target markets…

So You Think You Don’t Need CRM Software? Think Again

  Think You Don’t Need CRM? Think Again. Time and time again confident sales people will passionately tell you that they, and their team, don’t need CRM software to track their clients, follow up and close their sales consistently. They might exclaim “I have a spreadsheet system that works!”or “I’ve…

Best CRM: Salesforce vs Dynamics (Part II) — CRM Mobility

  Salesforce vs Dynamics (Part II): CRM Mobility Get the comprehensive breakdown Download the full report As both a Salesforce and Microsoft Dynamics certified partner, Datix Inc., has a rare, unique insight into two of the most popular CRM systems on the market today. In light of this, we have been…

Dynamics CRM 2015 Update: Is It Right For You?

On September 3, 2015, Posted by , In CRM Strategies,Microsoft Dynamics CRM, With No Comments

Is Microsoft Dynamics Right for my Business? The New Dynamics Online 2015 Update Move over Salesforce, there’s a new Microsoft Dynamics CRM in town: bigger, bolder and uncut. This past spring, the vendor launched Dynamics CRM Online 2015 Update with updates targeting new forms of lead gen, accessibility and improved…

Dynamics CRM Cross Solution Entity Changes

Dynamics CRM Cross Solution Entity Changes In an ideal world, all changes to a production Dynamics CRM instance would come from a single development instance where the developers were working only on one feature at a time. Reality can be a different story. A production instance will likely include fields from…

Dynamics CRM Implementation, Mapping, Epicor Integration

Dynamics CRM Implementation, Mapping & Integration Case Study Case Study: Aerospace, Defense Contractor Implements Dynamics CRM Download the case study PDF What: Microsoft Dynamics CRM implementation, a re-mapping of the sales and quoting process, and a custom integration with Epicor ERP version 10 When: Project occurred in 2014-2015 Where: Midwest, United States Download the full…

Mapping Dynamics CRM To Sales Process | Why We Did It…

Mapping Dynamics CRM To Sales Process How would your company benefit from a greater connection to your end customer data? You can probably think of a couple of different use cases in which this may be beneficial. By mapping Dynamics CRM to our sale process we began to explore how these kinds of…

Global Availability of Epicor 10 Connector for MS Dynamics CRM

Epicor 10 Connector Allows Integration for Dynamics CRM Datix Inc. is proud to announce – as a part of Microsoft Convergence 2015 – the global availability Datix Connect for Microsoft Dynamics. Datix Connect for Dynamics CRM is a pre-built, all-in-one Epicor 10 connector that allows seamless integration and flows of…

Infographic: Do I need CRM?

“Do I need CRM? ” “Should I invest in Salesforce or Dynamics CRM?” Find yourself asking, “do I need CRM”? Salesforce.com and Microsoft Dynamics CRM are two of the industry leaders, and often at the top of most people’s list. It’s not uncommon for many to begin their search evaluating both…