ConsultCRM, experts in Microsoft Dynamics CRM, has integrated Exchequer with Microsoft CRM.
The integration is at a company record level and allows users to display invoice details from the Exchequer Accounts system, as well as a view to allow further drill-down for Year by Year, Month by Month spend on Product groups. ConsultCRM have used SQL Server Reporting Services to provide for integrated reports displaying spend information alongside CRM data. This integrated solution enables CRM users to have a complete picture of a Company/Account.
ConsultCRM: Microsoft CRM & Exchequer Integration has not been reviewed by any customers.
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The views and opinions submitted and expressed here are not those of Microsoft.