Proposing Dynamics CRM to The Small and large Scale Business Organization has been much easy because the system is capable of integrating with different Microsoft Products and 3rd Party Applications.
The integration Is easy and doesn’t require many configurations in the case of Microsoft Products. This article will discuss side by side the Integration capabilities of Dynamic CRM online And Dynamics CRM 2016.
1.1 Microsoft SharePoint
After using the Dynamics CRM the first thought comes into your mind that although you are storing in the information and the activities related to customer interaction or you are giving services to your client after the successful opportunity. But now you are willing to store the Documents Related to leads, opportunity or services may be.
Although this can be achieved through storing the Attachments in the ‘Notes’ Entity of the Dynamics CRM. So this full fills the solution of attachments. But now when I need to search for my document in the CRM, I have to go through all my notes section to get the information out. Similarly, the storage issue is the bigger when you use the Dynamics CRM Online, the storage is filled in instantly when you use to CRM to store the attachments.
This is where SharePoint comes into play, Dynamics CRM Allows integration with SharePoint in two ways i.e. Server Based Integration and Client Based integration. Client based integration uses a sandbox solution will be obsolete in the future. Whereas server based solution is supported on both On-Premises and Online Integration. The Diagram shows the Two Way Path of integration between SharePoint and Dynamics CRM. Dynamics CRM Support the Following Server Based Integration:
- SharePoint on – Premises to Dynamics CRM On-Premises
- SharePoint online to Dynamics CRM On-Premises
- SharePoint online to Dynamics CRM Online
- SharePoint on – Premises to Dynamics CRM Online
1.2 Microsoft Outlook
I remember my client complaining about how hard is for him to track the email activities with his client in Dynamics CRM. He wasn’t at all comfortable with sending or receiving the emails through Dynamics CRM Web interface. Moreover, most of the business user aren’t comfortable of logging into the CRM Web Interface and manage their email activities.
Dynamics CRM offers an outlook add-on which can heal the pain area of tracking the email activities or creating the leads directly from outlook. Following are the benefits integrating outlook with Dynamics CRM
- Automatically link Outlook emails to associated CRM records including contacts and opportunities
- Create personalized CRM views in Outlook
- Access all CRM end-user functions in the Outlook interface
- Open CRM records from any linked Outlook email
- Rely on the familiarity of Outlook to reduce training costs & gain rapid user acceptance
The Above add-on can be used with both Dynamics CRM On-Premises and Dynamics CRM online.
1.3 Microsoft Exchange
In order to Outlook work with dynamics CRM, we need to integrate Dynamics CRM with Exchange. Dynamics CRM can be integrated with Exchange and Exchange Online using server-based integration as shown in the diagram.
With the Exchange Integration, the user will be able to sync all the contacts, appointments and tasks at a single place in CRM. And Similarly, the Automated Emails can only be generated from CRM if the integration is done with Exchange.
I am a kind of a person who usually works with different sales team on an opportunity, I like communicating with my colleagues on lead, opportunities or even on services. All these communications are on mail on Phone calls, all though we can track the phone calls and emails in the dynamics CRM. But what about my users who are not a part of Dynamics CRM.
Using Activity feeds of Dynamics CRM just allow to be social with the dynamics CRM users, but not other users. So Dynamics CRM allows integration with Yammer so you can collaborate with the users inside the CRM and or users who aren’t the part of CRM. As getting social is equivalent to bring in success as a team.
Dynamics CRM Online and Dynamics CRM On-Premise allows integration with Yammer. But for that, you need to purchase Yammer Enterprise Subscription per user.
1.5 One Note
Getting notes while working on the Tasks, is a day to day routine for us. Getting Notes really helps us when we get back to the task. One of my clients had complained that it’s hard managing multiple leads because he needs something that reminds him that what was the last working he has done on the lead, opportunity, quotes, orders, Cases etc.
Dynamics CRM Online allows integrating One Note, and this requires the Subscription of Office 365. Integration with One Note:
- You can easily take notes against each Opportunity, Leads, or any other entity
- No more hustles when coming back to the pending Leads
- Easy Interactive, capturing of notes.
1.6 Power BI
It’s a world of big Data, and the next big thing in the future is to analyze the data to extract the patterns and the main goal is to increase the revenue. Dynamics CRM offers rich Dashboards and charts but they have limitations. With the Help of Power BI, this limitation can be broken and the rich analysis can be done to get higher revenues. Reports on Power BI can be generated using Dynamics CRM OData Layer.
Dynamics CRM exposes its data using the DATA Web service Layer, Power BI can extract the data and based on it create the reports and rich Dashboards for executives and employees.
1.7 Office 365
Managing Hardware has been problematic for the corporates, as they have to hire IT, team, to manage the resources, which in turn bring cost Software, Hardware, and Resources to manage them. Office 365 being a cloud Solution offers Dynamics CRM online to easily integrate with the following:
- SharePoint Online: Integrate for Document Management
- Exchange Online: integrate to Generate emails from CRM to customers.
- Skype For business: Communicate within a team and Contact the clients directly using Skype for business, by getting rid of traditional calling methodologies
- One Note: track the notes against the leads, opportunities.
- Yammer: Collaborate and work
- Power BI: Rich Dashboards and Reports
- Outlook App: Use outlook with Dynamics CRM Online, for creating the leads directly from email and much more.
1.8 ERP Integration (Dynamics AX, Dynamics GP, Dynamics NAV)
Microsoft has released a data integration tool for linking Microsoft Dynamics NAV/AX and Microsoft Dynamics CRM – creatively called the Microsoft Dynamics Connector.
The connector allows for out of the box bi-directional integration between the ERP entities and the CRM entities such as Customer, Invoices, Sales Orders, and Items. The connector works with both on-premise and online and uses web services for the data integration. The integration will look at the following entities in the Microsoft Dynamics ERP and Dynamics CRM:
1.9 Integration with ESB
Dynamics CRM exposes the SOAP based Interface through which the external Entities can connect and communicate with Dynamics CRM. Moreover following are the Areas in which integrations can be done:
- Custom Workflow activities
- Discovery Service of Dynamics CRM
However, in order to integrate with the ESB, Following are the products that can be used to perform the operations in the Corporate Environment:
- Azure Bus