Contents
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Microsoft product integrations |
Introduction
Since Tamarac CRM is built on Microsoft Dynamics 365 and Microsoft Power Platform technologies, you can use Microsoft products and third-party integrations to extend CRM workflows and connect with other services your firm uses.
Integrations differ in how they connect with Tamarac CRM and who maintains them. This page explains where to find integration support and provides related Tamarac Help Center, Microsoft, and provider resources.
Note
To find integration resources for all available integrations with Tamarac CRM, see Learn More About Integrations.
Get integration support
Start with the Tamarac Help Center and provider resources linked on this page. These resources can help you understand how an integration works with Tamarac CRM and find available setup and support information.
Where you go for additional support depends on your question:
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For Tamarac CRM questions, contact Tamarac Support. We can help with CRM configuration, permissions, application users, Tamarac-provided Power Automate flow templates, and functionality within Tamarac CRM.
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For product-specific questions, contact Microsoft or the provider. Review the linked provider documentation for help with licensing, setup, functionality, and troubleshooting. If the available resources do not address your question, contact the provider directly.
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If you’re unsure where an issue originates, contact Tamarac Support. We can help determine whether the issue relates to Tamarac CRM or the connected product.
Find integration resources
Resource availability varies by integration. Use the Tamarac Help Center resources for guidance specific to Tamarac CRM and the external resources for information maintained by Microsoft or the provider.
General support
Use the following general Microsoft resources to explore products, apps, connectors, and documentation:
Microsoft product integrations
| Integration | how you can use it with tamarac crm | Tamarac resources | External resources |
|---|---|---|---|
| Microsoft Copilot |
Use supported Copilot capabilities in Dynamics 365 and Tamarac CRM. |
Use Copilot in Dynamics 365 | Copilot in Dynamics 365 Sales overview |
| Microsoft Power Automate |
Automate workflows and tasks in Tamarac CRM or connect CRM processes with other services. Use Tamarac-provided flow templates, Microsoft templates, or flows developed for your firm. |
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| Microsoft Power Automate flow connectors |
Incorporate supported Microsoft and third-party services into Power Automate flows that support your Tamarac CRM processes. Some flow templates already include the connectors they need, or you can add connectors when building your own flows. |
Use Power Automate connectors with Tamarac CRM | Power Automate connector reference |
| Microsoft PowerApps | Access supported Tamarac CRM experiences through Microsoft Power Apps, including the Tamarac CRM mobile app. | Install the Microsoft Power Apps Mobile App | Install the Power Apps mobile app |
| Microsoft Power BI | Analyze and visualize supported Microsoft Dataverse information through Power BI dashboards and visualizations in Tamarac CRM. | Use Microsoft Power BI in Tamarac CRM | |
| Microsoft SharePoint |
Create, access, and manage SharePoint documents from Tamarac CRM and create SharePoint folders based on CRM Accounts. |
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| Microsoft Teams | Use supported Teams and Dynamics 365 functionality to collaborate and work with linked CRM information. | Overview of Microsoft Teams integration with Dynamics 365 apps |
Integrations that rely on external support
| Integration | how you can use it with tamarac crm | Tamarac resources | External resources |
|---|---|---|---|
| Calendly |
Use Power Automate, Microsoft Dataverse, and Calendly connectors to create or update supported Dynamics 365 records when meetings are booked and reflect canceled or rescheduled events in CRM. |
Use Calendly in Tamarac CRM | |
| Docusign | Send documents for electronic signature from Dynamics 365 and track agreement activity as part of your Tamarac CRM document workflows. | Docusign Integration | Docusign for Microsoft Dynamics 365 Installation and Configuration |
| Hubspot |
Connect HubSpot with Microsoft Dynamics 365 to synchronize supported records between HubSpot and Tamarac CRM. |
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| Mailchimp | Use Tamarac-provided Power Automate flow templates to synchronize supported information between CRM marketing lists and Mailchimp audiences. | Mailchimp connector reference |
Integrations that rely on Tamarac support
| Integration | how you can use it with tamarac crm | Tamarac resources |
|---|---|---|
| Tamarac Reporting and Trading platforms | Automatically sync information across products and enable single sign-on access. | Introduction to Tamarac Platform Integrations |
| Envestnet Insights | Generate reports and manage client records in Tamarac CRM. | Envestnet Insights Integration in Tamarac CRM |
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Schwab |
Synchronize custodian data between Tamarac and Schwab-supported workflows. |
Enable the Schwab Integration |
| Fidelity | Synchronize custodian data between Tamarac and Fidelity-supported workflows. | Enable the Fidelity Integration |
| eMoney | Exchange financial planning data between eMoney and Tamarac CRM. | Enable the eMoney Integration in Tamarac CRM |
| MoneyGuide | Exchange financial planning data between MoneyGuide and Tamarac CRM. | Enable the MoneyGuide Integration in Tamarac CRM |
| Glia | Use co-browsing functionality that allows Tamarac CRM Support to view and interact with your current screen in real time | Enable co-browsing with the Glia integration in Tamarac CRM |
| Laser App | Generate prefilled forms using data stored in Tamarac CRM. | Laser App Integration |
| Laserfiche | Store, organize, and access documents associated with Tamarac CRM records. | Laserfiche Integration |