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Articles ondynamics 365

Data migration and custom synchronization for a tour operator

WaveAccess has set up data integration between Microsoft Dynamics 365 and Microsoft Office 365 cloud services for GoingRussia, a tour operator. Data migration and custom synchronization were implemented using SyncIT platform.

December 4, 2018

Integrating CRM and IP-PBX in an education company

Our solution for integrating Microsoft Dynamics CRM with a phone system based on the Asterisk engine allowed Maximum, an education company, to improve the work efficiency of a large-scale call center. Learn more.

November 29, 2018

Integration of PBX and CRM system in BLAGOSOSTOYANIE Fund

WaveAccess implemented a solution for integrating Asterisk-based telephony with Microsoft Dynamics CRM for the Non-State Pension Fund BLAGOSOSTOYANIE. It allows the fund to personalize and improve communications with customers.

November 5, 2018

Close more deals faster with WaveAccess CRM Gamification Tool

Sales improvement means a highly encouraged team with initiative. Motivate your employees to close deals more quickly and optimize their workflow with a powerful WaveAccess CRM Gamification tool.

July 30, 2015

Import of complex Excel files into Microsoft CRM

It is a common task to import data into CRM from another system on the condition that the export format is limited. How to use CRM Migration Tool (powered by SyncIT) when complex Excel files should be imported into Microsoft CRM?

August 25, 2014

New Relationship Charts’ functionality - Generation Templates!

We are proud to announce a new Relationship Charts version with lots of enhancements and features added: one is the Generation Templates functionality that allows users to have their charts automatically populated on defined events.

August 6, 2014

Amazing success of WaveAccess “Relationship Charts Webinar”

We want to thank all attendees for an active participation in the webinar! All questions were very practical and suggestions were extremely relevant. The next Relationship Charts online session is scheduled for July. Stay tuned!

June 16, 2014

How to measure Microsoft CRM user adoption?

The ability to evaluate and improve user adoption is an integral part of the successful CRM implementation and its efficient operation. Gamification Tool is a perfect solution to that issue.

April 18, 2014

Migration from CRM 4 / CRM 2011 On-premise to CRM 2013 Online

This post summarizes our experience of performing migrations for CRM 2013. It outlines the tasks that need to be executed, and refers to the tools and useful articles that can be utilized to accomplish these tasks.

December 5, 2013

Scribe brief overview

Evaluating Microsoft Dynamics CRM migration with the Scribe tool.

December 5, 2013

Microsoft Dynamics CRM 2011 Instance Adapter

The post detailing the installation and use of the Microsoft Dynamics CRM 2011 instance Adapter. The adapter was built for migrating data between CRM 2011 instances in any hosting environment.

December 5, 2013

Custom code validation tool for Microsoft Dynamics CRM 2011&2013

The code retrieves all web resources and then each line of the code is analyzed against a predefined set of patterns (regular expressions). Find the list of patterns specific for IE and old CRM API form, and examples of correct and incorrect code validation.

December 5, 2013

Microsoft Dynamics CRM SDK Legacy Feature Check Tool

Microsoft CRM legacy feature check tool checks for any manifestation of CRM 4 SDK usage by combining reflection and plain text search in the code. The following post will give you a quick overview of the tool.

December 5, 2013

Gamification as your winning strategy for successful CRM adopt...

Most companies lack a strong ROI from their Microsoft Dynamics CRM. Most often, the issue is a buy-in gap between management and sales. Check how you can increase your CRM adoption rates with gamification through applying WaveAccess Gamification4CRM tool.

October 2, 2013
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