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QuoteWerks and Dynamics 365 Integration

I would like to see if you have any recommendations. We tested the built-in integration tool on QuoteWerks to Dynamics 365. It is nice but we would like to see more.  I would like to get the history of transactions into Dynamics. I would like to share access to a product database. Opportunities to have more than one Quote.  Accounts and Contacts, of course, are needed but your tool seems to do that ok.

We have some other integrations we are looking at with Dynamics 365 as well. We started to look at Kingswaysoft’s Ultimate edition for our integrations. 

Regarding QuoteWerks and integration with a tool like Kingswaysoft:

Do you have any recommendations for integration?

Do you have any warnings or concerns?

Do you recommend any resources?

Have a Great Day,

Brant Paquette | Business Analyst 
https://www.synercomm.com | Twitter: https://twitter.com/SynerComm



 


Hey there..did you get any advice on the above?? i have joined the dynamic 365 forum too to see if i get any positive feedback.

Hello,

 

I have not heard anything yet on this.

 

Thank You,

 

 

Brant Paquette

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