Case Study: Fonds de solidarité FTQ streamlines IBM Notes and Microsoft Dynamics CRM sync with Riva

A Riva Case Study

Preview of the Fonds de solidarité FTQ Case Study

Fonds de solidarité FTQ selects Riva to seamlessly sync calendars and contacts between IBM Notes and Microsoft Dynamics CRM

Fonds de solidarité FTQ, a socially responsible investment fund, needed a secure way to synchronize calendars and contacts between IBM Notes and Microsoft Dynamics CRM. Their Portfolio Managers were struggling with duplicate data, double entry, and confusing calendar management across systems, especially while needing mobile access on devices like iPhones, BlackBerries, and iPads.

Riva implemented a server-side integration solution that seamlessly synchronized IBM Notes and Microsoft Dynamics CRM calendars and contacts, with filtering based on native CRM views. The result was a transparent, low-disruption deployment that required no desktop plug-ins or user training, improved productivity, and delivered the security and flexibility the Fonds needed—helping the organization keep its focus on clients.


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Fonds de solidarité FTQ

Benoît Martin

Senior Software Analyst


Riva

57 Case Studies