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Dynamics 365 Customer Engagement and CRM Integration

Integrate and automate across Dynamics 365 Customer Engagement and the rest of your business apps.
Core Experience CRM Integration
Created by eOne Solutions
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Multi-System Integration
Real-Time Integration
Virtual Integration
File Integration
Multi-System Integration

Take control of your CRM integration strategy with eOne’s integration suite. eOne’s SmartConnect allows you to take control of every part of your integration through a consistent and user-friendly interface as you create and manage your integrations.

  • 100% configurable setup.
  • Generate data at the right time in the right place through any transformation path.
  • Integrate as a source or destination with all your data in Dynamics 365.
  • Connect your other cloud and on-premise applications.  
  • Configure your integration when you want: manually, automated on a schedule, or call a SmartConnect map to run via the SmartConnect API.​
  • Enjoy a simple point-click and flexible mapping experience.
  • Add steps and tasks to complete your business process automation.
  • Easily monitor, use alerts, view errors, and fix them.

Outcomes Delivered

  1. Integrate without code.
  2. Lower your project risks.
  3. Ensure success with a data integration strategy.

Licensing Required

SmartConnect Basic Plan or above.

Real-Time Integration

If real-time integration with Dynamics 365 Customer Engagement (CRM) is your requirement, we have options for you:

  • Trigger a SmartConnect Integration based on a change in Dynamics 365 Customer Engagement.
  • Call the SmartConnect API to pass through your data and run an integration.
  • Virtually integrate Dynamics 365 Customer Engagement data in other apps by using Popdock widgets and embed external data in Dynamics 365 Customer Engagement.  Embed and display data a real-time look into Dynamics 365 Sales data in other applications, like recent communication or custom fields, for the rest of your team to have visibility.  Popdock widgets can be implemented quickly and without code.

Outcomes Delivered

  1. No-code integration
  2. Timely insight.
  3. Better decision-making

Licensing Required

SmartConnect Basic Plan or above.

Popdock Basic Plan or above.

Virtual Integration

If the goal is to provide visibility to data, eOne’s virtual integration powered by Popdock is the perfect solution. 

Get a 360-degree view of your customer by configuring your Popdock widgets.  These widgets allow the rest of your team to have a live look into external data about your customer when they open a record or their dashboard.

Virtual Integration Capabilities & Benefits

  • Embed detailed Popdock reports that include Dynamics 365 Customer Engagement data in your app.
  • Embed detailed Popdock reports that include data from other apps in Dynamics 365 Customer Engagement.
  • Embed data with parameters related to specific records, like transactions from your ERP related to specific Dynamics 365 Customer Engagement on the account record.
  • Allow your users to view related details like invoice lines related to invoice headers.
  • Allow your users to use Popdock actions to do things like open records or run a process.

Outcomes Delivered

  1. Integrate in minutes, not weeks.
  2. Real-time integration, every time.
  3. Relevant, convenient insight for your users in their app.
  4. Interface for users to view and take action on data.

Licensing Required

Popdock Basic Plan or above.

File Integration

Don’t let native file templates, the import tool or custom development slow you down.  eOne’s file integration options are flexible and allow you to move faster.

File imports to Dynamics 365 Customer Engagement

Files come in a lot of different formats.  Configure your mapping to any field in Dynamics 365 Customer Engagement and use data transformation options to ensure your data fits perfectly.  Available with all SmartConnect plans.

Trigger real-time or on a schedule from your folder.

SmartConnect’s file integration from local locations, FTP/SFTP, Microsoft OneDrive, and Microsoft SharePoint folder locations. Available with all SmartConnect Plans.

Run integrations from the SmartConnect Excel-Add-in

Allow users to select integrations and run them right from Excel.  Included with all SmartConnect Plans.

Refresh reports into Excel with the Popdock Excel Add-in

Refresh any Popdock standard or custom list with customizations into Excel.    Included with all Popdock Plans.

Export and email Popdock Reports to Files on a Schedule

Create advanced, customized Popdock reports with Dynamics 365 Customer Engagement data and send them to the right people on your schedule. Available in the Popdock Premium Plan.

Outcomes Delivered

  1. Enhance productivity.
  2. Reduce errors.
  3. Manage data with ease.

Licensing Required

SmartConnect Basic Plan and above.

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