Q!365 Archives - Page 2 of 2

Combined Security: Integrate SharePoint DMS in Salesforce

Data Security ConcernsIf you work with customer data, there’s a vast network of information, security and organization that needs tobe kept track of. Thankfully, there is software that can make your life easier. In this new blog series, we want to explore how Salesforce and Microsoft’s SharePoint separately aid in this endeavor and how to combine these two into one fully established entity to create the best of both worlds.In today’s blog, we’ll take a closer look at one of the most important topics when it comes to CRM and data in general: Security. Ensuring data is only kept where…

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2024-05-23

Microsoft / Q!365 / Salesforce

Enrich Experience Cloud with embedded SharePoint and Teams

Keeping in Touch With Your CommunityIf you work with customer data, there’s a vast network of information, security and organization you need to keep track of. Thankfully, there is software that can make your life easier. In this new blog series, we want to explore how Salesforce and Microsoft’s SharePoint separately aid in this endeavor. Is it possible to combine these two into one fully established entity to create the best of both world?In today’s blog, we’ll take a closer look at the lifeblood for a lot of companies: Their communities and, by extension, the tools necessary to interact with…

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2024-05-23

Microsoft / Q!365 / Salesforce

A smart way to reduce memory space in Salesforce!

Memory space in salesforce is rare and expensive, nevertheless it is often needed for Integrations such as Outlook, Mail, etc. Q!365 is your solution to save memory space in salesforce and with that: cash! In addition to the main integrations such as Sharepoint Online and Teams, Q!365 stores attachments of incoming e-mails elegantly and in the right context in Sharepoint Online and only keeps references in Salesforce. Due to this references, Salesforce's own tools, such as workflows, or approval and signature processes, can still be used, but without investing as much memory space. This fits natively into the strategy of…

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2022-04-19

Microsoft / Q!365 / Salesforce

Salesforce Integration in Microsoft Teams is ready to be used

There was no official news yet – but you can configure it and use it. All our tests worked fine.The new Salesforce Teams App offers a great way to see Salesforce Data inside Microsoft Teams. Our App Q!365 adds all the features to see and automate Teams from inside Salesforce. Both ways are important for a successful Teamwork.We at Q!kom love the Salesforce Teams App – so we already automated the Tab creation from inside Salesforce.To check if you are ready just search from Salesforce Setup, in the Quick Find box, Teams, and then select "Teams Integration". Remember that your Microsoft Admin has to…

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2021-07-01

Microsoft / Q!365 / Salesforce

Q!365 is your SDK for Integrating Microsoft 365, Teams and Sharepoint into Salesforce

Q!365 is the perfect toolset to build your automation solution without compromises. Attach any given Salesforce (incl. custom) object records to your automation workflow. Mix and match the creation of folder structures, Document Libraries, Sites, Teams and Channels. Maintain folder templates in SharePoint and let Salesforce Account and Opportunity teams drive the permissions. Q!365 brings the complete Microsoft Graph API landscape into the game – often in one line of code. Get started today.https://youtu.be/1QbdSJeRqm4Q!365 | Automated SharePoint Integration in Salesforce What‘s next – ready for test?Here is the link to Salesforce’s Appexchange marketplace You might also like: Salesforce Integration in Microsoft Teams is ready…

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2021-06-24

Q!365

Q!365 Community Edition

We often do have an identity in Salesforce in form of a Community User login, such as a Partner or Customer – but we don’t want to manage and provide dedicated Microsoft credentials on our tenant just to be able to share files and documents.Q!365 will take care of that.https://youtu.be/-LKxiaLCCkMLet’s assume we do have a specified Document Library on Microsoft 365, dedicated for all Community users. For each new Community User, Q!365 will automatically create a folder structure based on a given ruleset – this could be their name, or email address, incl. a given set of subfolders.For the top-level folder, we…

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2021-03-17

Microsoft / Q!365 / Salesforce

How to use Sharepoint & Teams as background document repository for Salesforce

Salesforce Integration with SharePoint – powered by Microsoft GraphThis and other details of integration is discussed in the Video from Ragnar Heil (MVP for Microsoft https://ragnarheil.de ) with Andreas Rosen and Dominic Ley from the QKom App Team. QKom offers deep integrations and automation from Salesforce into Microsoft 365 with the App Q!365In the video you will see how to create and visualize project folders, who to upload files and to use sharing with external Users – all from within Salesforce. https://youtu.be/E79W52VOhiYAt the end of the discussion, they show how easy you create Teams Meetings directly inside Salesforce. In the end the App enables…

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2021-02-01

Microsoft / Q!365

Automating SharePoint Structures Made Easy

Q!365 empowers the way you organize and structure your sales and service projects in Microsoft 365. With Q!365 you automate and inherit your company guidelines. Get inspired by the following showcase video:We will show you how folder structures will automatically be created in your Microsoft environment. Quickly upload files to the correct place from within Salesforce. Finally, share with external contacts without having to leave your CRM.https://youtu.be/1QbdSJeRqm4 How to use Sharepoint & Teams as background document repository for Salesforce? Salesforce Integration with SharePoint – powered by Microsoft Graph This and other details of integration is discussed in the Video from Ragnar Heil (MVP…

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2021-01-18