We have great news! All your favorite Inogic Dynamics 365 CRM/PowerApps apps now proudly exhibit the badge of Preferred Solution on Microsoft AppSource! This is significant because of what it takes to be certified by Microsoft. For an app to get a Preferred Solution badge, it has to undergo a well-defined and scrutinizing quality control test. A panel of Microsoft experts use their refined quality process to validate each app based on their quality, performance and level of customer satisfaction.
Today, we are happy to announce all Inogic apps proved their competency and now parade the favorable results of this test with its badge of honor. This wouldn't have been possible without the constant appreciation, support and feedback from our users as well as Partners, we want to take a moment to Thank You all for this.
If you aren't well aware of the advantages of all the Inogic apps yet, go ahead and download a free trial from AppSource, and let us give you an overview of what you can expect from the Inogic Preferred Apps for Dynamics 365 CRM and Power Apps.
Maplytics seamlessly integrates Bing Maps and Dynamics 365 CRM/ Power Apps to provide geo-analytics with features like Territory Management, Radius Search, Appointment Planner, Optimized Routing, PCF Controls, Census Data, Heat Maps, Truck Routing, etc. Maplytics helps businesses globally to plot, plan, visualize and analyze Dynamics CRM data on the map and offers powerful mapping services. It is also certified for Microsoft Dynamics 365 (CfMD).
InoLink provides integration between Dynamics 365 CRM and Intuit QuickBooks. It is a cloud-based productivity app that synchronizes transaction history and aging details from QuickBooks to Dynamics 365 CRM to provide a 360-degree view of customer information. Furthermore, tax calculations for transactions can be done within Dynamics 365 CRM to send Quotes/Orders/Invoices from Dynamics 365 to QuickBooks.
User Adoption Monitor is a monitoring and tracking app that monitors and tracks the actions performed by users in Dynamics 365 CRM. UAM monitors both the common actions and special messages of end users such as Create, Read, QualifyLead, Win, etc. periodically, like daily, weekly, or monthly basis. Using UAM dashboards managers can get the brief details of user actions per Entity/Action/Period, thereby improving the user adoption of Dynamics 365 CRM.
Click2Clone enables users to clone/copy Dynamics 365 CRM records from any OOB as well as custom entities of Dynamics 365 CRM to another record. It also enables users to easily create multiple copies and clone/copy related child records of any given Dynamics 365 CRM record. The repetitive data entry is considerably reduced by automating and simplifying the process of creating new records, this way Click2Clone becomes a strategic enabler for business control and agility.
Click2Export provides an easy user experience of exporting any of the Dynamics CRM Reports/Word/Excel templates and CRM Views data in just one click. With Click2Export, users can export the data in 5 different file formats Excel, Word, PDF, CSV or TIFF. They can also schedule and export reports/word/excel and CRM Views data at regular intervals as well as attach as Note or upload to SharePoint all with 1 click.
Click2Undo enables users to undo changes and restore records to its previous known state with just a single click. Be it the last change made to the records or changes that were done in the past, be it a single record or multiple records; Click2Undo can do it without any hassle. In a way, Click2Undo is your own ctrl+z button for Dynamics 365 CRM and Power Apps.
Alerts4Dynamics creates, schedules, and manages alerts and notifications for different entities in Dynamics 365 CRM. The alerts in Alerts4Dynamics can be viewed as pop-ups, form notifications or sent through emails. It is a productivity-enhancing app where users can define alerts for an individual record or set of records based on rules which can be displayed as notifications indefinitely or for a certain period. Users can access this notification from anywhere in the Dynamics 365 CRM.
Attach2Dynamics provides native integration between Dynamics 365 CRM and cloud storage like SharePoint, Dropbox and Azure Blob Storage. Users can use features like drag and drop, browse, and choose multiple files or a folder at a single instance to upload to the cloud storage of choice. It has a user-friendly UI for viewing all the files & folders in the configured cloud storage against the current record. Users can further rename, create, email, delete, preview files/folders and generate a shareable link of the file or the folder to provide it in the email directly from within Dynamics 365 CRM.
SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM / PowerApps with SharePoint for document management. SharePoint Security Sync enhances user experience and makes the integration experience seamless between the two systems by allowing for associating document folders against CRM records as well as having the security privileges synced from Dynamics 365 CRM to SharePoint. This ensures secure and reliable access to confidential documents stored in SharePoint.
Kanban Board uses the Card-based Kanban view to visualize your Dynamics 365 and Power Apps data. 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 identifies the status of the records. Users have the option to use 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 action shortcuts to record activities against these without too many clicks.
Relationships can be mapped using Mind Map within Dynamics 365 CRM data on a form. Users can visualize relationships between Entities or related records in a single view. Map My Relationships provides easy navigation to related records and quickly logs various activities like phone calls, emails or appointments for the related records. Users can thus get information at a glance, leading to quick decisions and swift execution of tasks.
Round Robin Routing & Assign distributes work items (or any other entity records) recorded in Dynamics 365 CRM and systematically allocates or distributes them. Round Robin ensures a fair distribution of workload within each team by honoring their individual capacity. Managers can therefore allocate and distribute workloads in an organized way. With automated distribution and assignment, Round Robin Routing & Assign helps to improve the efficiency of Dynamics 365 CRM users resulting in higher sales and profit.
Auto Tax Calculator automates tax calculation directly inside Microsoft Dynamics 365 for Sales. Users can finally eliminate manual calculations, increase accuracy, save time for the entire team and get taxes applied correctly the first time when tax season rolls around. Users can also easily manage Tax rates within Dynamics 365 CRM. The tax rates can be either manually entered or be integrated with AvaTax from Avalara.
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