Microsoft Dynamics CRM Integration

Server-side Microsoft Dynamics CRM integration – NO plug-ins required

Riva delivers seamless Microsoft Dynamics CRM data integration for Microsoft Exchange, Office 365, IBM Notes and Domino, and Novell GroupWise. Unlike standard Outlook plugins for synchronizing data, Riva gets installed only once on a server.

Because Riva syncs Microsoft Dynamics CRM directly to the email server on the back end, Riva syncs Microsoft Dynamics CRM information to all email clients and mobile devices, including: Microsoft Outlook (all editions), Outlook Web App (OWA), Outlook for Mac, Outlook on Citrix and Terminal Server, Apple Mail, IBM Notes (Lotus Notes), and Novell GroupWise. Plus, Riva delivers built-in mobile CRM integration for iPad, iPhone, Android, BlackBerry, Windows Phone, and Microsoft Surface devices.

Contact us via email or phone at 408.675.5015 to schedule a Riva demo or to review your sync requirements.

What gets synchronized

Riva syncs contacts, calendars, tasks, email, opportunities, cases, custom fields, and custom objects. Track emails against Microsoft Dynamics CRM accounts and contacts. Plus, convert emails into opportunities, cases, or custom objects. Riva provides seamless access to CRM data from your preferred email client or mobile devices.

Sync Microsoft Dynamics CRM with Exchange and GroupWise
NOTE: Sync modules may vary by CRM.

Riva SmartConvert – Reduce manual data entry in Microsoft Dynamics CRM

Riva SmartConvert reduces manual CRM data entry by automating the creation of Microsoft Dynamics CRM opportunities, cases, quotes, accounts and contacts. Simply copy-and-drag emails into the appropriate Riva SmartConvert Drop Folder in your email client (e.g., “Create New Opportunity”) – and let Riva works its magic! Customers report that Riva SmartConvert saves their sales and support staff up to 60 minutes per day.

What happens behind the scenes: Riva will check to see if the company and contact(s) already exist in the CRM based on the domain name and email addresses. If they don’t, Riva will automatically create them. Next, Riva will create a new opportunity using the email Subject line as the Opportunity Name. It will archive the email, synch the opportunity back down to email client.

Supported mobile devices

Riva delivers built-in mobile CRM integration for iPad, iPhone, Android, BlackBerry, Windows Phone, and Microsoft Surface tablets and smartphones.

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