I ran into this interesting error message for a client the other day when trying to configure CRM 2013 for Outlook. It would not connect to their online instance and the first error it gave was the general:
As most of you know, Microsoft has plans to launch the newest version of the Dynamics CRM application, Microsoft Dynamics CRM 2013, in the very near future. The updated version of Dynamics CRM makes key improvements in several core areas:
Many customers want to integrate their Sales data into their financial software and most companies who do this end up doing some type of export-import process using Excel. However, if you are using Microsoft Dynamics CRM for your Sales data and Microsoft Dynamics GP for your financial data, Microsoft has created a FREE Connector Tool that you can use to integrate the data between the two systems. There are also other Connectors for other Microsoft Dynamics ERP software; however, I am only going to talk about the Microsoft Dynamics GP Connector in this article.
The process of purchasing a new software application for your business can be risky. Likely solutions may come from research, referrals, or possibly through marketing efforts from software vendors. From this point, companies will begin the process of further discovery and product demos.
Organizations today have a considerable number of tools available for researching future purchases. Consequently, sales teams should be equipped with the tools needed to know their customers and engage them in a way that is relevant and meaningful. Having access to thorough information about customers and products are crucial elements to empowering a sales team. Integrating the back office data of an ERP system with the front-line sales tools of a Microsoft Dynamics CRM system gives sales teams the complete, detailed picture they need to properly engage with, and bring value to, the customer.