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CRM + Microsoft 365 Integration: 2027 Guide [Graph API]
CRM and Microsoft 365 integration connects a CRM to Outlook, Calendar, Teams, and SharePoint through the Microsoft Graph API. Exchange Web Services (EWS) shuts down in April 2027, so every CRM connector must run on Graph. Graph syncs mail, meetings, contacts, and files in near real time. CRM and Microsoft 365 integration exchanges contacts, emails,…Read More
CRM and QuickBooks Integration: Step-by-Step Guide
TLDR: CRM and QuickBooks integration connects customer, deal, invoice, and payment records between a CRM and QuickBooks through a native connector, a middleware platform, or a custom API build. The connection removes double data entry and gives sales and accounting one verified record per customer. What Is CRM and QuickBooks Integration CRM and QuickBooks integration…Read More
