2022 – New Year, New Resolutions and New Solutions to enhance Dynamics 365 CRM productivity!

2021 is at its end and 2022 is just around the corner. Its that part of time where we do both – look back to the past and look forward to the future. And its that time where we make new resolutions after reflecting on our year long ups and downs.

Since there is no new year without resolutions, let’s make a resolution to be more productive and more efficient than 2021! And to help you achieve this feat, Inogic has 15+ productivity apps in its goody bag which will enhance your Dynamics 365 CRM productivity.

So, here’s a brief look at these power packed amazing apps –

1) Integrate seamlessly with Integration Apps. (Preferred Apps on Microsoft AppSource)

Maplytics – Maplytics is a robust map visualization integration app for Dynamics 365 CRM that extracts the geographical insights hidden in the Dynamics CRM data and makes visualization powerful by adding PCF Controls on entity form, dashboard or views. It comes packed with features like Territory Management, Radius Search, Appointment Planner, Optimized Routing, PCF Controls, Census Data, Heat Maps, Truck Routing, and much more! This geo-locational intelligence of Maplytics enables the users to have in-depth insight in their CRM data and makes it easy for them to analyze their data and take actionable decisions. Now plot your CRM data on Map with ease!

InoLink –  As a cloud-based integration app, InoLink provides a secure integration between accounting software QuickBooks Online and Dynamics 365 CRM. With InoLink, appropriate data is synced between the two systems and you have a 360-degree view of customer accounting information right within your CRM. You can sync one or more QuickBooks company with a single instance of Dynamics 365 CRM and also perform real-time synchronization of data from Dynamics 365 CRM to QuickBooks.

Marketing4Dynamics – Marketing4Dynamics integrates Mailchimp and Dynamics 365 CRM seamlessly providing a rich experience for users while syncing data between two applications. It works as a medium to bridge the gap between Sales and Marketing data. With this integration, Sales as well as Marketing teams working with Dynamics 365 would have a 360 degrees view of the complete marketing insights available in Mailchimp ensuring better clarity while addressing future marketing or sales strategies.

2) Manage attachments seamlessly with Document Management Apps. (Preferred Apps on Microsoft AppSource)

Attach2Dynamics – Attach2Dynamics is a cloud storage integration and file management solution for Dynamics 365 CRM. It allows for seamlessly using Dropbox, Azure Blob and SharePoint for storing attachments with the ability to drag/drop, upload/download, search, email, delete, preview, rename files/folders, and auto-move notes/email/sales literature attachments to cloud storage to reduce Dynamics 365 CRM space utilization.

SharePoint Security Sync –  SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM with SharePoint for document management. It enhances the user experience and makes the integration experience seamless between the two systems by not just allowing for associating document folders against CRM records but also sync the security privileges from Dynamics 365 CRM to SharePoint to ensure secure and reliable access to confidential documents stored in SharePoint. Its integration with DocuSign also allows users to electronically sign and send Dynamics 365 CRM documents stored in SharePoint with ease.

3) Achieve optimum visualization with Visualization Apps. (Preferred Apps on Microsoft AppSource)

Kanban Board – Kanban Board enables visualization of your Dynamics 365 and Dataverse (Power Apps) data in a Kanban View. With the ability to categorize the data into lanes it helps with a quick review of the records in a card-based view and easily identify the status of the records. A visual tool to move the records across lanes and rows to quickly update the underlying field values. Apart from this it also allows for quick actions shortcuts to record activities against these without too many clicks.

Map My Relationships – Map My Relationships provides Mind Map view of Dynamics 365 CRM data on a form. It helps the users to visualize connections and relationships between Entities or related records in a single view. It enables users to drill down further through N-level relationships of a particular entity to see associated entity records, easily navigate to related records and create activity records like Email, Phone Call or Appointment.

4) Manage subscriptions and streamline billing processes with Business Management Apps (Preferred Apps on Microsoft AppSource)

Subscription and Recurring Billing Management – Subscription and Recurring Billing Management provides a robust platform for all subscription-based businesses to seamlessly manage, streamline subscription and recurring billing process within Dynamics 365 CRM. It simplifies complex billing processes, automates manual accounting, and gives insight on business health with a detailed report of important metrics through comprehensive dashboards. An ultimate time-saving app, its flexibility eliminates billing bottlenecks, enhances user productivity, helps businesses to grow and gain a competitive advantage.

Auto Tax Calculator – Auto Tax Calculator provides users across all industries with an automated approach to tax calculation directly inside Microsoft Dynamics 365 for Sales. With this app, you can eliminate manual calculations, increase accuracy, save time for your entire team and avoid headaches when tax season rolls around. Auto Tax Calculator App also gives you the option to either manually maintain the tax rates or integrate with AvaTax from Avalara.

5) Manage Alerts, Monitor Actions & Assign Leads with Automation Apps. (Preferred Apps on Microsoft AppSource)

Alerts4Dynamics – Alerts4Dynamics helps you to create, schedule, manage Alerts and Notifications for different entities in Dynamics 365 CRM. Users can notify and pass relevant information to specific target audience in Dynamics 365 CRM with the help of Alerts sent through Emails, Pop-ups or Form Notifications. Further, these Alerts can be categorized as Information, Warning or Critical and displayed indefinitely or for a defined period of time in different languages which can be accessed from anywhere in the CRM.

User Adoption Monitor – User Adoption Monitor enables you to keep track of user actions and performances in Dynamics 365 CRM. It will monitor both common actions and special messages of all users in your organization on daily, weekly or monthly basis. It provides better data visualization with dashboards and leaderboards and helps you to analyze the performance of each user and implement measures to improve the user adoption Dynamics 365 CRM.

Lead Assignment and Distribution Automation – Lead Assignment and Distribution Automation enables systematic allotment/assignment of leads (work items) to respective Dynamics 365 CRM users. It helps to assign and distribute incoming Leads using Round Robin and Capacity algorithm thereby ensuring fair distribution of workload within each team. With automated distribution and assignment, Lead Assignment and Distribution Automation helps to the improve efficiency of Dynamics 365 users resulting in higher sales and profit.

6) Enhance productivity with 1 Click Productivity Apps. (Preferred Apps on Microsoft AppSource)

Click2Clone – Click2Clone is a 1 Click productivity app to copy/clone Dynamics 365 records along with related child records. It reduces manual entry of duplicate records and automates the process of cloning with workflows. Click2Clone helps in deep cloning of records for hierarchical relationships, creating multiple copies of a record, cloning records from one entity to another entity, configuring prefix/suffix to create unique names for records and much more.

Click2Export – Click2Export is a 1 Click productivity app to export and email and/or schedule Dynamics 365 Reports /CRM Views/ Document templates in five different file formats – PDF, Word, Excel, CSV and TIFF. In addition to sending these out in email, you also have the option to store these converted files as note attachments, have it uploaded to SharePoint or download it for offline consumption. You can also include this as part of your automation workflows.

Click2Undo – Click2Undo enables users to undo changes accidentally saved and restore records to its previous known state with just a single click. Not just that, going a step ahead in this direction, it will also allow you to review the audit logs in an easy to understand interface and undo updates made in the past as well as restore a deleted record to its last known state in the audit log with a single click.

That’s not all!

Inogic is also coming up with a brand new app – Gamifics365! For now let’s leave it at that. More will be revealed in the coming year!

All of these apps has one common factor – it will make your daily routine mundane work life more productive and more efficient.

So, what say? Which one is in your new year resolution? Lets stay in touch at crm@inogic.com

We look forward to have another year, 2022 TOGETHER!!

The post 2022 – New Year, New Resolutions and New Solutions to enhance Dynamics 365 CRM productivity! appeared first on CRM Software Blog | Dynamics 365.