How to Integrate Your Website with Dynamics CRM

Dynamics CRM is one of the most popular customer relationship management software choices on the market. Website integration of this product is made easier by the fact that Microsoft has a product that is designed to provide that functionality out of the box. In fact, absent any particular customizations that may be desired by the company, website integration with Dynamics CRM is not too difficult a product to use.

Already know the basics of Microsoft CRM? If you'd like to learn more about how Clarity can help your business with a CRM integration or CRM based project, please visit our Microsoft CRM overview.

eConnect and Website Integration

The product used to provide website integration for Dynamics CRM is called eConnect. It is designed to allow the website's frontend application to push data into the organization. It uses technology that any Microsoft experienced programmer will understand, such as .NET and BizTalk to get the job done. This makes it an ideal solution for Dynamics CRM users, as the program is designed and manufactured by the company that provides Dynamics CRM itself.

Integration with the Organization

The information gleaned from the website can be shared with the employees of the organization very easily. Dynamics CRM allows myriad information to be gathered and distributed according to need. The website integration provided by eConnect allows an organization to update this data whenever they need. They can wait a day or a few minutes; the choice is entirely theirs to make. This makes the software flexible enough for businesses that have a variety of needs and customers who offer feedback regularly or hardly at all.

Dynamics CRM Website Integration

Dynamics CRM is also provided with one very important capability: it integrates directly with Microsoft Office. While programmers can make this software do just about anything they need it to do, it doesn’t require an SQL expert to sort the data that actually comes out of it. That only requires skills working with programs like Access and Excel. This makes Dynamics CRM one of the most useful software programs on the market and one of the most cost effective.

You can access the relevant data right from inside Microsoft Office products, so there's nothing else that needs to be installed or configured to get the job done.

To get started integrating your website with Dynamics CRM, you'll need someone to do the programming for you. Someone familiar working with Microsoft applications and languages such as .NET, ASP and Visual Basic will be ideal. They can get the software configured and ensure that the website integration goes off without a hitch. Once it's up and running, however, you can access the relevant data right from inside Microsoft Office products, so there's nothing else that needs to be installed or configured to get the job done.

For more information or to talk about your company's project, please contact us.