i-Link Microsoft Dynamics 365 Sales

ECM functions for your CRM system.

Have you considered integrating Microsoft Dynamics 365 Sales with your ECM system?

The advantages are obvious:

Store your data for less money – all while complying with legal retention obligations

Benefit from central, company-wide filing of all customer information

Save time and boost the efficiency of your sales processes

i-Link integration with Microsoft Dynamics 365 Sales

Access i-Link from within your accounts or use ECM functions in your contacts!

You want to integrate i-Link with your leads? No problem!

How do Microsoft Dynamics 365 Sales users benefit?

Seamless integration

You can stay in your main application, Microsoft Dynamics 365 Sales, without having to switch between systems.

Central repository

File customer documents in your ECM system in seconds, then open them in Salesforce or the preview.

Ensure data privacy & security

Comply with legal retention obligations and the GDPR with ease.

Bring together documents & processes

Start your document-based business processes from right within Microsoft Dynamics 365 Sales.

360 degree view

Documents that you file to your ECM system from Microsoft Dynamics 365 Sales are also accessible to colleagues without a Microsoft Dynamics 365 Sales account.

And that’s just the beginning

i-Link integration with Microsoft Dynamics 365 Sales offers many other benefits:

Comprehensive customer files

For each account, contact, lead, or individually selected page, a customer file is automatically generated in ELO where you can store all information, whether from Microsoft Dynamics 365 Sales or other systems.

Up-to-date at all times

Each time your Microsoft Dynamics 365 Sales documents are updated, a new version is automatically created in ELO. Changes remain transparent at all times.

Fast searching in the i‑Link system

Any metadata you enter for documents, either manually or automatically, can quickly be found later on with the high-performance OCR search. For maximum efficiency!

Contact us to learn more about i-Link Microsoft Dynamics 365 Sales

Want to schedule a demo?