We are sure there is always a curiosity to find new Apps for your Dynamics 365 CRM and PowerApps systems to get over those daily mundane tasks and empowering more productivity for you and your teams. So this time we took a different approach while building apps, we did keep Productivity in mind but took it a step further and made it Productivity++
We are excited to announce release of our 4 new Productivity Apps – Lead Assignment Distribution & Automation, SharePoint Security Sync, Kanban Board and Map My Relationships!
Join us for Webinar solely dedicated to these 4 New PowerApps Productivity Apps.
Wednesday, 4th December 2019
1:00 PM AEST│10:00 AM GMT│12:00 PM EDT
Let’s have a quick look into these 4 newly released Productivity Apps.
SharePoint Security Sync is developed keeping in mind the need for document and data security in SharePoint. In a way it assures same level of security for documents and records stored in SharePoint that is provided in Dynamics 365 CRM.
As the name suggests, SharePoint Security Sync synchronizes Dynamics 365 CRM and SharePoint security model. It replicates Dynamics 365 CRM user’s security privileges in SharePoint. This ensures that the user has same level of access in SharePoint that is assigned to them in Dynamics 365 CRM. All modifications made to Dynamics 365 CRM user security role will be simultaneously reflected in SharePoint.
With SharePoint Security Sync you can safely store and manage documents in SharePoint.
SharePoint Security Sync – Your Safety Net for Dynamics 365 CRM Document Management.
Lead Assignment Distribution & Automation enables systematic allotment/assignment of incoming leads to respective Dynamics 365 CRM users. But that is not all. It will also ensure that the leads are distributed among the sales team in a fair manner. This will improve sales productivity and in turn will lead to higher ROI.
Often businesses lose potential customers due to miscommunication or mismanagement of leads. These minor setbacks when put together results in huge losses. This is where our new productivity app comes into picture. It distributes leads generated from customer referrals, existing customers, advertisements, websites, etc. by using Round Robin algorithm depending upon capacity of each user ensuring efficient follow-up of leads finally resulting in sales.
‘Kanban’ means ‘visual signal’. This is exactly what our app does. Kanban Board is developed to provide you an organized and systematic view of Entity records in multiple lanes consisting of multiple cards (records). You can easily organize the records in multiple lanes as per your requirement. This visual display will help you to search and filter records easily saving time and effort. Thus, with Kanban Board you can provide enhanced view of records and increase productivity of Dynamics 365 CRM users.
As the name suggests Map My Relationships is a productivity app that enables Dynamics 365 CRM users to visualize relationships between Entities or related records in a single view. With this app you can get the summary of relationships between entities at a glance. This will further enable you to easily navigate to these related records for perform quick actions like create Email, Phone Call or Appointment. In a way Map My Relationships helps you to take quick actions and complete tasks swiftly within a given period of time which would have been otherwise time consuming.
Thus, with these 4 new apps you can easily assign the Leads in your Dynamics 365 CRM, secure documents stored in SharePoint, get organized card-based view of records and visualize relationships between entities in a single view.