Tag Archives: Salesforce.com

How to Migrate Salesforce.com Attachments to Dynamics 365

useeeee 300x225 How to Migrate Salesforce.com Attachments to Dynamics 365

In order to migrate attachments from Salesforce to Dynamics CRM, we could use Kingswaysoft without writing any code through the Developer version.

Kingswaysoft has a premium Derived column tool available that decodes the Attachment encoded string from Salesforce.com and migrates it to Dynamics 365. The license needs to be obtained only to use the SSIS package in production as a scheduled job or through the command line tool.

The process is explained as below:

  1. Download the Kingswaysoft Productivity tools here.
  2. Once it is installed, reopen the Visual studio and the Premium tools should appear in the SSIS toolbox as below.

082917 2058 HowtoMigrat1 How to Migrate Salesforce.com Attachments to Dynamics 365

  1. Drag and drop the Premium Derived Column to the DataFlow.
  2. Use the DecodeBase64 function and use the field where the attachment is stored. In the below case, it is the field Body from Salesforce.com.

082917 2058 HowtoMigrat2 How to Migrate Salesforce.com Attachments to Dynamics 365

  1. Make sure the DataType is DT_Image, which will be automatically populated.
  2. Run the SSIS package after mapping the column with the documentbody field in Annotation entity in Dynamics 365.
  3. Verify by opening the document/pdf from the associated entity (example case or opportunity or quote). The PDF will open in CRM with the same contents as in Salesforce.com.

Voila! You’ve migrated your Salesforce.com attachments Dynamics 365!

Happy Dynamics 365’ing!

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PowerObjects- Bringing Focus to Dynamics CRM

Microsoft Dynamics CRM versus Salesforce.com

I am often asked about the differences between Salesforce.com and Microsoft Dynamics CRM. Below is a summary of some of the most important differences for our clients.

While a side-by-side comparison will reveal a number of differences, one of the major differences is the integration with Outlook. Because Outlook is also a Microsoft product, the Outlook/Dynamics CRM integration is one of the best integrations you will find anywhere. You have access to the entire Microsoft Dynamics CRM database from inside Outlook – either online or offline. Another striking advantage of Microsoft Dynamics CRM is the look and feel in contrast to the older user interface of Salesforce.com. Furthermore, Microsoft Dynamics CRM automatically saves as you enter and use data. That is not the case with Salesforce, which requires constant clicks to accomplish the same objective.

Okay, so perhaps you can live with a few differences. What really matters when you choose a CRM system is the ease of connectivity to your other business systems. Here Microsoft Dynamics CRM is very robust. Microsoft Dynamics CRM is the hub for your business. From CRM, you can have a view into customer service, marketing, ERP, what’s new and Yammer, an internal social network. In addition, you should be able to access your CRM from a suite of mobile tablets and phones. Microsoft Dynamics CRM elegantly connects to your other systems and your mobile devices — connectors are often readily available or can be built for your custom applications.

If features, connectivity, and mobility advantages aren’t enough to convince you about the advantages of Microsoft Dynamics CRM, then taking a look at the costs associated with Salesforce.com versus Microsoft Dynamics CRM will be an eye-opener! If we assume that the two CRM products are equal, Microsoft Dynamics CRM is by far the greatest value when you compare monthly fees. For an equivalent feature set, a single-user subscription to Salesforce.com enterprise is publicized at $ 125/month versus Microsoft Dynamics CRM at $ 65/month.

CRM implementations are not easy or cheap. Typically you pay an upfront fee to get started, raising your overall cost per user significantly in the first year.  So which software is easier and less expensive to implement? For most implementations, it is probably quite similar and will be more tied to the implementation partner you choose. We work with our clients to minimize costs and maximize value for their CRM implementations. Our comprehensive CRM hosting packages help alleviate the up-front implementation costs while providing a basis for predicting CRM budgets in future years.

CRM is a Journey not a Destination
Customer Relationship Management (CRM) is not a destination, but rather a journey which will change over time with your business focus and strategy. It may take many iterative changes to optimize CRM for your business. What about in the future? Fine-tuning CRM is an ongoing process. Maintaining a relationship with an experienced CRM partner enables you to refine your CRM system so that it operates as you need it to – driving your processes and helping you advance your goals. After all, CRM is an investment to help you grow your business and achieve your dreams. Make sure you pick the CRM system that adapts to your needs rather than forcing you to conform to its limitations. CRM should make you and your team more productive, so that you can all achieve an optimal work/life balance.

My team has employed several CRM systems and contact management software tools to run our business over the last 16 years. Microsoft Dynamics CRM is unequivocally the best CRM tool we have used. For a comparison of the options specific to your organization, contact us for a quote today, 800-880-1960.

by TopLine Results

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CRM Software Blog

The Inside Scoop on Why Microsoft Dynamics CRM Trounces Salesforce.com

Microsoft Dynamics CRM and Salesforce.com are the two leading CRM systems on the market. Much has been made about which one is better and why. I have always found that if you perform a fair and honest assessment of competing products, the answer usually becomes pretty clear as to which one is the right choice.

When looking at these two CRM heavyweights, there are several criteria that make sense to compare. Here are some that we have found to be most relevant:

• Total Business Solution
• User Adoption
• Service Level Agreements
• Deployment Choice
• Cost
• Mobility
• Community

The most interesting aspect of this comparison is when looking at the total business solution that each product delivers. For this, Microsoft Dynamics CRM has an amazing story to tell. The comprehensive productivity solution that Dynamics CRM delivers, in concert with Office 365, Yammer and Power BI, is one that Salesforce has no answer for.

BroadPoint is hosting a 30-minute webinar discussion on July 15 to discuss this heavyweight CRM battle. We’ll discuss the criteria noted above and talk about how the products differ.

While both products offer similar functionality, there are some distinct differences that are worth looking at. In addition, it’s important to evaluate the products with an eye towards how each of them allows you to connect with your world. Whatever your industry, these products have a lot to offer your organization.

by BroadPoint Technologies

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CRM Software Blog

Salesforce.com adds Google’s Susan Wojcicki to its Board of Directors

PP1JjCRm4ex66An 100x100 Salesforce.com adds Googles Susan Wojcicki to its Board of Directors

Wojcicki first joined Google in 1999. Prior to moving over to the video sharing service team in February 2014, Wojcicki was senior vice president of advertising and commerce at Google, where she led design and engineering for AdWords, AdSense, DoubleClick, and Google Analytics

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