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Migrate Sage ACT! to Microsoft Dynamics CRM

by Chris Scott | Apr 26, 2017 | Blog, Dynamics 365, Microsoft Dynamics

Celedon Partners frequently receives requests from clients interested in migrating from an existing CRM solution to Microsoft Dynamics CRM. One of the more challenging source systems to work with is Sage ACT!. This system has been around for many years making a…

Steps to have SSIS Package Call a WCF Voided Function

by Abdul Hakim | Mar 29, 2017 | Microsoft Dynamics, Microsoft SQL Server

I was recently working on a WCF (Windows Communication Foundation) service to keep InsideView’s most recent data in a SQL database. This database served as a cache when updating accounts in Dynamics CRM Online. I used the cached database as a fail-safe option if…

Sitecore and Dynamics CRM: Connecting Contacts

by Josiah Hewitson | Feb 23, 2017 | Dynamics 365, Microsoft Dynamics

Probably one of the most fundamental reasons to connect Sitecore and Dynamics CRM is to provide the ability to track your contacts as they visit and use your site. It’s also imperative to provide custom experiences that reflect your relationship with your…

Reassign All Records to Another User in Dynamics

by Ryan Wells | Jan 25, 2017 | Blog, Dynamics 365, Microsoft Dynamics

One of the most underutilized features in Dynamics CRM is the ability to reassign all records to another user. This can be particularly useful if your company continuously brings new users onboard, users leave the company, or has consultants constantly working on your…

Enemy of the State? What you need to know about Dynamics CRM Plugins

by Matt Barnes | Dec 28, 2016 | Blog, Microsoft Dynamics

I recently had a conversation with a highly experienced CRM developer, who did not understand why CRM plugins need to be stateless. He was trying to write a plugin in a stateful manner, and I had to show him the error of his ways. If such a senior developer can make a…
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