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Microsoft Dynamics CRM Integration
Provided By RB Data Services


RB Data Services offers a full range of CRM integration services including integrating Microsoft Dynamics CRM with:
 
   SharePoint (for Document Management and Dashboards)
  
Great Plains
   Other Financial Software (QuickBooks and MAS)
   Exchange
   Mobile Phones
   Other Key Business Applications
  
 
Automation and Integration boost productivity
 
Make Seamless Integrations with Microsoft Dynamics CRM
 

It’s easy to integrate other Microsoft or third-party applications with Microsoft® Dynamics CRM to get more value from your technology investments:

·         Build mashups to take advantage of the presentation layer in different applications and expose 
    them through a Web user interface (UI).

·         Incorporate business functionality by using services from another system or use traditional data-
    synchronization integrations.

·         Capitalize on the built-in integrations within the Microsoft platform.

Integration Types

With Microsoft Dynamics CRM, you can make integrations at multiple application levels, and choose from several integration methods. Make your business processes more efficient to become more competitive.

·         Use mashups or UI-based integration to create composite applications for increased business efficiency.

·         Take advantage of services-based integration to invoke services from external systems.

·         Create data-synchronizations to share data between applications.

·         Use the built-in integration support to establish links with other Microsoft applications.


Familiar Tools

Microsoft Dynamics CRM supports multiple integration methods.

 

Microsoft Technologies

The Microsoft platform is highly flexible and extensible. With all that it offers, you can save time and money integrating other applications with Microsoft Dynamics CRM.

·         Take advantage of advances in the Windows Workflow Foundation and Windows Communication Foundation to
    implement long-running processes as workflows within .NET applications.

·         Integrate Microsoft Dynamics CRM with line-of-business applications and other Microsoft products, including Microsoft
    BizTalk® Server and Microsoft Office SharePoint® Server.

·         Make use of Microsoft SQL Server® 2008 Analysis Services and Microsoft SQL Server 2008 Reporting Services for
    enterprise analyses and reporting.

·         Get native client integration with Microsoft Office applications.

·         Use existing developer knowledge of the Microsoft .NET Framework to quickly build new solutions.

Extensible Integration

The Microsoft .NET Framework provides a unified programming model that can help you rapidly build service-oriented applications that communicate across the Web. With the well-developed API, you can expose the data and metadata layer to provide data access and manipulate entities and metadata.

·         Simplify cross-platform integration with a development framework that is platform-agnostic.

·         Support both transactional and metadata operations.

·         Create integrations that are multi-tenant aware, so a single shared application instance can support multiple client
    organizations.

·         Use synchronous plug-ins to construct events before or after the persistence of data in the database.

·         Set up asynchronous workflow assemblies to embed integration logic or other complex application logic.


Familiar Tools

Take advantage of the plug-in pipeline.

Security

When you integrate other applications with Microsoft Dynamics CRM, you can benefit from high security at all levels of the application. You can benefit from both hierarchical and role-based security and simplify management with inheritance-based security roles. And customizing and controlling data access has never been easier.

·         Get integrated security through single sign-on or through Windows Live ID.

·         Take advantage of role-based security settings for easier management.

·         Benefit from custom-added entities that work within the security model like the entities that are shipped in the box.

·         Set up the sharing or delegation of objects or records to individuals or teams.

·         Provide direct access to data through filtered SQL views that automatically determine users' roles and privileges and
    only returns the data that they are authorized to access.


Want To Learn More?  Call Us At
858-541-1820 To Speak With A
Certified Microsoft Dynamics CRM Specialist Today!

 

  Microsoft Dynamics CRM     MS CRM     MSCRM     Dynamics CRM

  Microsoft CRM Consultants

  GoldMine Corporate Edition

  GoldMine Premium Edition
 
  Sales Force Automation     Marketing Automation 
 
  Customer Service Automation

 

For More Information:
 
RB Data Services
1565 North Rim Court, Suite 287
San Diego, CA  92111
858-541-1820
info@rbdata.com

 

 

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