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When great solutions like Dynamics 365 CRM / Power Apps hit the market, it revolutionized the way industries organized and managed their customer data as well as engaged and maintained relationships with them. Foundational software like a CRM is by nature huge in its capacity to deal with information and simultaneously hosts a massive library of features to do all kinds of information processing to allow smart business solutions.
Such a software base is the ideal opportunity for innovators and technology enthusiasts and so we took this opportunity to create out-of-the-box solutions that powered businesses to achieve their organizational goals by becoming more productive, efficient and tech savvy. With our current 12+ productivity apps we have an arsenal of solutions that can tackle any business challenge that a business can throw at us.
Let’s unpack these apps to see the many ways your business can make the most of the Dynamics 365 CRM / Power Apps.
Maplytics™ – Maplytics™ is a leading mapping solution that is certified and preferred solution by Microsoft on AppSource. It is a geo-analytical mapping app with features like Territory Management, Radius Search, Appointment Planning, Optimized Routing, PCF Controls, Census Data, Heat Maps, Truck Routing, etc. that helps users to visualize and analyze Dynamics 365 CRM data on map.
InoLink – InoLink provides bi-directional integration between Dynamics 365 CRM and Intuit QuickBooks thereby giving users a 360-degree view of customer accounting information within Dynamics 365 CRM.
1 Click Productivity Apps:
Click2Clone – Be it cloning parent-child records, records with more than 100-line items or creating multiple copies of a single record – name it and Click2Clone will get it done with just a single click.
Click2Export – An expert app to schedule, export and email Dynamics 365 CRM Reports/CRM Views/Document Templates (Word, Excel, Email) in 5 different formats – Excel, Word, PDF, CSV or TIFF – with just a single click.
Click2Undo – Undo recent or past changes in record(s) or restore deleted record(s) in Dynamics 365 CRM in 1 Click with Click2Undo. A worthy combination of ‘ctrl+z’ and ‘recycle bin’ features rolled into one handy app.
Attachment Management Apps:
Attach2Dynamics – SharePoint, Dropbox, or Azure Blob Storage – Attach2Dynamics will help you to store & manage your documents/attachments in a cloud storage of your choice from within Dynamics 365 CRM.
SharePoint Security Sync – A sure shot way to ensure secure and reliable access to confidential documents stored in SharePoint along with seamless attachment management from within Dynamics 365 CRM.
Kanban Board – Visualize Dynamics 365 CRM data in Kanban view by categorizing the entity records in lanes and rows as per their status, priority or Business Process Flow stages.
Map My Relationships – A smart way to visualize the relationships between Dynamics 365 CRM entities or related records and connections in a mind map view.
Alerts4Dynamics – Send alerts and notifications to your team members through pop-ups, email or form notification which can be viewed from anywhere in CRM.
User Adoption Monitor – Keep track of user actions and performances in Dynamics 365 CRM on daily, weekly or monthly basis.
Lead Assignment and Distribution Automation – Assign all pending workload, incoming Leads automatically in a fair and even manner through Lead Assignment and Distribution Automation. No mismanagement, no cherry picking.
Recurring Billing Manager – Automate and streamline the billing processes – generating invoices, sending payment reminders, calculating charges on delayed payments – in Dynamics 365 CRM through Recurring Billing Manager.
Subscription Management – Ultimate time-saving app specifically designed for Software Publishers and Value Added Resellers (VARs) with flexible billing schedules, payment reminders and penalty calculations.
Auto Tax Calculator – Eliminate manual calculations, increase accuracy, save time for the entire team and improve productivity by automating and managing tax calculations in Dynamics 365 CRM with Auto Tax Calculator.
Let’s us give you an example of document management in Dynamics 365 CRM.
Storage space is limited in Dynamics 365 CRM. Even with native SharePoint integration, managing attachment in Dynamics 365 CRM seemed to be a tedious work. Many of our clients faced this issue. Keeping this in mind, we introduced two document management apps – Attach2Dynamics and SharePoint Security Sync.
Attach2Dynamics provides native integration between Dynamics 365 CRM and three different cloud storages – SharePoint, Dropbox, and Azure Blob Storage. Users can store and manage attachments in cloud storage of their choice from within Dynamics 365 CRM. Its features include Bulk Migration of history attachments, drag & drop, upload, download, copy link, email, create folder and much more. In one shot, users can free their disk space in CRM by moving the attachments to the cloud storage of their choice.
SharePoint Security Sync, on the other hand is an advanced version of Attach2Dynamics. It enhances the basic integration of Dynamics 365 CRM and SharePoint by syncing the security privileges of D365 with that of SharePoint. In other words, it restricts the access to confidential documents stored in SharePoint based on the security privilege assigned to the user in CRM. In addition to this, just like Attach2Dynamics, it enables document management in SharePoint from with Dynamics 365 CRM.
With these two apps, users can get maximum utility of storage space in Dynamics 365 CRM. No more worry about running out of space.
All of our apps are Preferred Apps on Microsoft AppSource, you can directly try our apps from the AppSource or you can head on to our website to get started with your free trial. If you need a walkthrough of any of the features you can send us a mail at firstname.lastname@example.org to understand how these solutions fit into your organization and solve your personal business challenge.
So until next time – stay safe and stay productive with our Productivity Apps!