Right Data
Right Now
Your first integration in 5 minutes or less
Key Differentiators
Our platform utilizes cache (virtual) entities in Dynamics 365. This means the data is retrieved real-time from different sources when needed, and no data is stored in your D365 database. The benefits of this approach are substantial.
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Save on database storage space - no data is stored in CRM.
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Save on linking D365 records to your integrated system - we do this automatically when data is retrieve.
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No synchronization delay - the data you see is retrieved real-time and always up to date.
Turn On In 5 Minutes
Looking for Mailchimp integration? We know the fields from CRM that map to default Mailchimp configurations and those are setup out of the box. When looking at a contact in D365, we find matching records in Mailchimp with the same email address to present data back to you. No setup required.
Data is Always Up To Date
Never worry about whether the integration synchronization process ran, or when it finished. We retrieve data real-time from external systems each time, every time.
Customization Capabilities
Yes, everything is setup and ready for you out of the box. However, do you need something custom? Want to send details about an opportunity that contains a specific product to Mailchimp? Yes, we can do that. Our team can assist with the setup, or you can tackle this on your own.
FAQs
How do I start my free trial?
You can install our solutions from the Microsoft Marketplace or contact us for assistance. No credit card needed.
Is your pricing confusing?
No! One flat fee per month.
Does setup take forever?
You can get up and running in 5 minutes. For example, with our Mailchimp integration, once installed via the Marketplace, you can be up and running in 5 minutes. This means for all existing contacts, you will be able to click into and see Mailchimp data. You can also start synchronizing data to Mailchimp in those same 5 minutes.
I need to handle mappings?
Only if you need something special. All our integrations come with standard mappings with all fields that exist in both systems automatically mapped.
How long does the initial synchronization take?
Because we utilize virtual entities, there is no data actually synchronized. This means the integration is ready to use with all features, typically in about 5 minutes.
I have more questions?
Please contact us for any assistance. We offer a white glove onboarding for all clients and can assist with any questions you have.
Get in Touch
Have a question or want to learn more about our services? Contact us. We'd love to hear from you!