Today, you will find innumerable productivity apps that are available in the market which will help you to enhance Dynamics 365 CRM productivity in one way or another. But it seems quite tedious to search and find the right app for your organization. To make your search easy, we will shed light on some of the popular productivity apps that will enhance your Dynamics 365 CRM/Power Apps productivity.
Now to make it interesting, let’s follow the everyday routine of a Dynamics 365 CRM user – Dan who is a Sales Manager at Apex Tech Ltd. – who has quite a few productivity apps installed in his CRM to ease the workload of daily mundane activities.
Everyday, Dan has to deal with a huge amount of customer data. And while dealing with such humungous data, he finds it quite frustrating when the data entered in CRM is incorrect and he has to rectify it. To overcome this, he makes use of Click2Undo (Preferred App on Microsoft AppSource) – 1 Click productivity app to undo changes and restore records in Dynamics 365 CRM/Power Apps. With Click2Undo at his disposal, Dan can now undo the last changes made to the record, changes done in the past and restore deleted record with just 1 Click. The long hours and effort required to rectify these accidental mistakes is now done with just a few clicks making his day more productive and fruitful.
The next task that Dan has to do is to create Quotes, Opportunities, etc. in Dynamics 365 CRM. Many times, there are more than 100-line items that he finds quite tiresome to deal with. For this, he now uses Click2Clone (Preferred App on Microsoft AppSource) – 1 Click productivity app to Clone/Copy Dynamics 365 CRM records. With Click2Clone, Dan can now clone parent-child records, clone/copy multiple records, copy records from one entity to another, create multiple copies of any given record, etc. in just a single click. It has significantly reduced the amount of time spent by him on repetitive data entry.
Once all the records are created, Dan finds it difficult to export these data in a format of his choice and send it to the customers. To overcome this, Dan now uses Click2Export (Preferred App on Microsoft AppSource) – 1 Click productivity app to Export & Email Report/CRM View/Word/Excel templates. With Click2Export, Dan can now export Dynamics 365 CRM data in five different file formats – PDF, Word, Excel, CSV and TIFF. He can email the exported files to customers, save it as note attachments, download it or upload it to SharePoint with just 1 Click. He no longer has to spend hours extracting reports from Dynamics 365 CRM. Just a few clicks and his work is done.
Dan, with the use of these three 1 Click productivity apps was able to increase his efficiency in dealing with mundane day-to-day activities and improve his overall productivity.
Privacy & Cookies Policy
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.