We were at User Group Summit (we mainly call it CRMUG Summit) last week. Ofcoz we are yet to catch up with the amazing time we had meeting our Dynamics 365 CRM and Power Apps Friends last week at our booth #1331, at our Maplytics session and the conference. Lots of interesting conversations with Partners on working mutually on Dynamics 365 CRM, Power Platform (Power Apps, Microsoft Flow and Power BI), Microsoft Portals and many more exciting things!
The next Summit, true to its name, is rebranded as Community Summit - Your community is always on! And there’s really no better place than to be at Summit catching up on those very helpful sessions and having one to one discussions with your pals who have been guiding you on Community and twitter and as it’s said the Community it always ON!
Thank You for visiting our booth at User Group Summit. Your presence really meant a lot to us. We had such a wonderful and exhilarating experience at Summit, all thanks to our Dynamics 365 CRM friends.
Our distinct array of Dynamics 365 CRM Productivity Apps was one of our highlights at Summit. We received thrilling response for each of our apps. Our productivity apps are developed with the intention to ease your day-to-day workload and improve your Dynamics 365 CRM productivity. Smart Work, Low Cost and High Returns is our motto.
So, if you have not been able to catch up on all our apps while at Summit, let’s have a brief look into each of these following amazing productivity apps:
Lead Assignment & Distribution Automation – First Look Showcased at Summit!
One of our upcoming productivity apps - Lead Assignment & Distribution Automation - enables systematic allotment/assignment of leads to respective Dynamics 365 CRM users. These leads are generated through customer referrals, existing customers, advertisements, websites, within your Dynamics 365 CRM system using Maplytics, etc. With leads from so many sources, it helps managers to allocate and distribute them evenly in an organized way. This ensures fair distribution of workload within each team. Moreover, automated distribution and assignment improves efficiency which results in higher level of customer satisfaction and in turn higher ROI.
SharePoint Security Sync – First Look Showcased at Summit!
Our other upcoming productivity app - SharePoint Security Sync - syncs and replicates Dynamics 365 CRM user’s security privileges in SharePoint. This means that the security assigned for user in Dynamics 365 CRM will be replicated in SharePoint. The user can exercise the same level of access in SharePoint that is assigned to them in Dynamics 365 CRM. Any changes made to security role of a user in Dynamics 365 CRM will be synced to SharePoint.
Maplytics – Locational Intelligence Simplified!
Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics 365 CRM and PowerApps users with geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and personalized-pushpins, heat maps, shape-layers & territory-management features.
Alerts4Dynamics – Manage Alerts and Notifications in Dynamics 365 CRM
Our latest addition and as the name suggests - Alerts4Dynamics - is a productivity app to create, schedule, manage Alerts and Notifications for different entities in Dynamics 365 CRM. With Alerts4Dynamics you can notify and pass relevant information to specific target audience in Dynamics 365 CRM. Alerts can be sent through Emails or can be displayed with the help of Pop-ups or Form Notifications. You can categorize Alerts as Information, Warning or Critical depending upon the level of urgency and nature of information. These notifications can be created and displayed indefinitely or for a defined period of time in different languages. Moreover, these notifications can be accessed from anywhere in the CRM.
Attach2Dynamics – Manage and Store Dynamics 365 CRM Attachments on SharePoint, Dropbox and Azure Blob Storage
Attach2Dynamics - a Microsoft Preferred Solution on AppSource – is a productivity app that manages and stores Dynamics 365 CRM attachments in cloud storages like SharePoint, Dropbox and Azure Blob Storage. With Attach2Dynamics you can easily upload, download, create folders, rename folders, view files, delete files and attach files to emails from right within Dynamics 365 CRM without having to navigate to the cloud storage application. It helps you to manage your storage space by automatically moving Notes/Email/Sales Literature Attachments uploaded to Dynamics 365 CRM to cloud storage. Further you can move attachments in bulk from Dynamics 365 CRM to respective cloud storages without interrupting your ongoing work.
User Adoption Monitor – Track User Actions & Improve Adoption of Dynamics 365 CRM
User Adoption Monitor – a Microsoft Preferred Solution on AppSource - is a productivity app that monitors, tracks and reviews the actions performed by users in Dynamics 365 CRM. You can keep a tab on each and every actions performed by individual Dynamics 365 CRM users which can be reviewed on a daily, weekly and monthly basis. These reports are easily stored and can be viewed with the help of charts and leader dashboards. In this way you can design business processes which is in sync with the capabilities of your team members leading to maximum output from both individual and team.
Click2Clone – Automate or Click to Clone records including related Child records
Click2Clone – a Microsoft Preferred Solution on AppSource - as aptly named is a productivity tool designed specifically to Clone Dynamics 365 CRM records to save duplicate data entry and the number of clicks. Getting job done in just a single click is the highlight of this solution. Using Click2Clone, you can do deep cloning on both OOB and Custom Entity child records which makes it a powerful tool. You can clone records of one Entity to another Entity along with relationships, set reference of the newly created record on the source record and vice versa to identify each other.
Click2Export – Automate and Schedule or Click to Export Report/View/Word/Excel Template
Click2Export – a Microsoft Preferred Solution on AppSource - is a productivity app that exports Dynamics 365 CRM Report/Word/Excel templates in just a single click. With Click2Export, you can export Report template in Excel, Word, PDF, CSV and TIFF format, Word templates in PDF or Word format while Excel templates in Excel format. All these exported reports can be then auto-sent in an Email as an Attachment, Attached as a Note, Uploaded to SharePoint or Downloaded as per your convenience. It supports bulk exporting of Dynamics 365 CRM Reports/Word templates and also exports multiple records in a single report with just one click. You can say that it is an expert solution which fulfills all the necessary requirements for exporting data from Dynamics 365 CRM.
InoLink – Integration between QuickBooks and Dynamics 365 CRM
InoLink is a bi-directional solution that integrates Intuit QuickBooks Online and Dynamics 365 CRM. It synchronizes Transaction history and Aging details from QuickBooks to Dynamics 365 CRM thereby providing a 360 degree view of customer information as per your requirement. Also with InoLink, you can sync a single instance of Dynamics 365 CRM with multiple QuickBooks companies.
All of the above productivity apps are distinct, yet similar. Their similarity is based on ensuring that the tasks and activities undertaken by Dynamics 365 CRM users are completed with ease and efficiency.
So, don’t wait! Explore and find for yourself how these solutions effectively brings about ease and comfort in handling day-to-day Dynamics 365 CRM activities.
If you missed the opportunity at CRMUG Summit, you can mail us at email@example.com for personal demo. Our team of experts is just a mail away.
Mark your Calendars October 6 - 9, 2020 at Nashville – Capital of country music… see you soon!