How to Integrate Dynamics 365 with Payroll

How to Integrate Dynamics 365 with Payroll Table of Contents You’re running payroll manually. Your HR team is copying employee data from one system into another. Someone made a typo last month. Payroll was wrong. Three people got paid incorrectly. Sound familiar? Over 40% of small businesses still process payroll manually — and every manual […]

How to Integrate Dynamics 365 with Excel

How to Integrate Dynamics 365 with Excel Table of Contents You’ve got your data sitting in Dynamics 365. You need it in Excel — clean, editable, and ready to work with. Maybe it’s for a weekly report. Maybe you need to clean up 500 records in bulk. Maybe your manager wants a spreadsheet right now. […]

How to Integrate Dynamics 365 with ZoomInfo

How to Integrate Dynamics 365 with ZoomInfo Table of Contents Your CRM is only as good as the data inside it. And if your Dynamics 365 is full of outdated emails, wrong job titles, or missing phone numbers — you’re basically flying blind when it comes to outreach. That’s exactly the problem the Dynamics 365 […]

How to Integrate Dynamics 365 with OneNote

How to Integrate Dynamics 365 with OneNote Table of Contents If you’re already using Dynamics 365 to manage your customers, you know how important it is to keep notes organized. OneNote integration lets you attach notebooks directly to CRM records — so your team’s notes, meeting summaries, and follow-ups live right where the customer data […]

How to Integrate Dynamics 365 with Bing Maps API

How to Integrate Dynamics 365 with Bing Maps API Table of Contents You’re inside Dynamics 365, staring at a list of accounts. Names, phone numbers, addresses — but zero visual context about where these people actually are. That’s a problem. Because location changes everything in sales and field operations. Knowing that 40% of your customers […]