User Review
( votes)During the past 12 months, Preact has released a series of solutions for Dynamics 365 to enhance user experiences and elevate performance.
These cover a range of functions, including prebuilt connectors, automated processes, form controls as well as providing usability improvements. In this post, we’ve highlighted five of the most popular solutions. Browse all of these products at: www.preact.co.uk/solutions-catalogue.
These packaged solution can be quickly deployed, and best of all, they’re available as part of Preact’s managed service. Alternatively, access our growing catalogue of solutions by purchasing a separate pass.
#1 Multi-Select Lookup
Lookup fields are limited to only one record per lookup, so our solution offers extra flexibility for scenarios where there is a requirement to select two or more records.
For example, if two account managers are assigned to a customer, multiple users can be selected in an Account Manager lookup field. The Multi-Select Lookup field can be applied to any record form as well as Quick Create forms.
Find out more and see a demonstration.
#2 Record Tagging
We often encounter requirements for a Dynamics tagging control, so we decided to build a solution that works on any standard or custom entity.
This enables users to quickly set one, or more, tags on a record which reflect any type of categorization. Subject to inbuilt security permissions, users can define new tag entries.
As well as providing flexibility to capture data and personalize records, tags can be used to search, filter and sort views. Read More
#3 DocuSign Connector
We’ve often found the integration between electronic document solutions and CRM limiting, so we set about building a robust connector between the leading DocuSign eSignature app and Dynamics 365. This enables templated documents to be sent in just a couple of clicks, without leaving the Dynamics user interface.
Once documents are signed, these are automatically attached to the associated record, so there’s no need for users to manually upload these to Dynamics.
You don’t even need a DocuSign account! That’s because the entire process is handled in Dynamics. Our solution even includes a pack of DocuSign envelopes/eSignatures which is sufficient for most usage needs. This is prebuilt to work on Dynamics 365 Quote records but can be applied to any standard or custom entity.
Find out more and see a demonstration.
#4 Split Invoices
Want to split an order into two or more invoices? We’ve got a ready-made solution for that!
Split invoices to reflect default payment terms or create a bespoke payment schedule. Automated processes will create multiple invoices in line with defined terms and a specified payment date. Once complete, a summary of the invoices and amounts is displayed.
#5 Last Activities
Checking when an activity was last completed on a Dynamics record can involve time spent checking through the Timeline or navigating to the Activity tab. Through our Last Activities solution, we aim to create a more efficient process and make it easier to identify neglected records.
This at-a-glance panel can be applied to any record form showing the latest completed phone call, appointment or other activity type, by user. This also includes a control to define the time period when a record will be defined as ‘neglected’.
Learn more and also check out our companion Next Activities solution.
Next Steps
Deploy any of these, and more, solutions as part of Preact’s managed service. Or, use a solutions pass to get access to our complete range of packaged solutions. Contact us now to request a quotation.
About Preact
Preact is a Microsoft Gold Partner implementing and supporting CRM solutions since 1993.
Check our blog for more information about Microsoft Dynamics 365 and the Power Platform.
