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What is TFS Manager for Dynamics CRM?

Seamlessly transfer case information from Microsoft Dynamics CRM (on-premises) and Dynamics 365 (CRM Online) to Azure DevOps Server, previously recognized as Microsoft’s Team Foundation Server or TFS from 2013 to 2019. A common scenario for this integration is the escalation of bugs or other issues that require developers' attention for resolution. Users have the ability to search within TFS, link cases to current work items, or directly "send cases" to TFS, which leads to the automatic creation of new work items. Once the development team completes their assignments, the CRM cases are updated with crucial TFS work item details, along with notifications regarding any changes in CRM. It's worth mentioning that not all cases are related to bugs; some may need to be escalated for development assistance. Two-way connections between cases and TFS work items can also be established, enhancing tracking and management. Furthermore, new TFS work items can be generated automatically based on defined case field parameters and allocated to the correct projects. This integration accommodates all templates and various work item types, thereby ensuring broad functionality. By enhancing this flow of communication, teams can significantly improve their efficiency and responsiveness when addressing emerging issues. Ultimately, this streamlined process fosters a more collaborative environment, enabling teams to resolve challenges more effectively.

What is InoLink?

InoLink serves as an integration solution that bridges Intuit QuickBooks Online with Dynamics 365 CRM Online, enabling users to gain a comprehensive understanding of customer interactions by accessing historical data, including aging balances and transaction details. Within Dynamics 365 CRM, users can easily monitor customer transactions and identify their top clients. By facilitating seamless data exchange, InoLink effectively mitigates duplication issues between QuickBooks and Dynamics 365 CRM. This integration tool enables the synchronization of multiple QuickBooks companies with a single Dynamics 365 CRM instance, ensuring a secure transfer of real-time information between the two platforms. Key features include: • Bi-Directional Sync: Enables two-way synchronization of Accounts, Contacts, Products, and Pricing information. • Transaction Sync: Facilitates the promotion of Quotes, Orders, and Invoices from Dynamics 365 to QuickBooks. • Accounting History: Allows users to explore transaction history directly within Dynamics CRM. • Account Balances: Provides insights into customer open balances along with aging information in the CRM. • Tax Calculation: Assists in calculating taxes for Quotes, Orders, and Invoices within Dynamics 365. • Reporting: Offers dashboards for viewing Recent Transactions, identifying Top Customers, and tracking Open Invoices. • Security: Ensures controlled access to accounting data through security roles and field-level security measures. As a powerful tool for financial management, InoLink streamlines business processes and enhances customer relationship management.

Media

Media

Integrations Supported

Gemini Testing
Microsoft Dynamics 365
Pester
PitchBook
Qualitia
QuickBooks Online
QuickBooks Online Advanced
Revenera SCA

Integrations Supported

Gemini Testing
Microsoft Dynamics 365
Pester
PitchBook
Qualitia
QuickBooks Online
QuickBooks Online Advanced
Revenera SCA

API Availability

Has API

API Availability

Has API

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Quantum Whisper

Date Founded

2006

Company Location

Canada

Company Website

www.quantumwhisper.com

Company Facts

Organization Name

Inogic Tech

Date Founded

2006

Company Location

India

Company Website

www.inogic.com

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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