Inogic Preferred apps – 15 smart solutions to get the best of Dynamics 365 CRM / Power Apps

Inogic Preferred apps - 15 smart solutions to get the best of Dynamics 365 CRM / Power Apps

It’s finally here, the end of the year 2020. The onset of an unforeseen lockdown made us all stop, question, think and reflect on our goals, priorities, and the pressing question of what’s next? Despite the barriers and challenges this new reality bought, businesses all around the globe showed the spirit of adaptation and emerged stronger, savvier, and even profitable in many ways.

Just like the champion spirit our Dynamics 365 CRM / Power Apps community exhibited, we strapped down and committed to keep moving forward to solidify and enhance our Inogic productivity suite. So before 2020 fades away and we see the dawn of 2021, we would like to share a roadmap of everything that you can do supercharge with Inogic’s suite of preferred productivity apps.

Integrate Seamlessly (Preferred Apps on Microsoft AppSource)

Maplytics™ - What if you could have all your CRM data conveniently and accurately plotted on the map right within Dynamics 365 CRM/ Power Apps.? How about then using these powerful visualizations with features that could allow you to increase your efficiency, optimize your productivity, and extract geographical insights? Say hello to Maplytics™!

Maplytics is a geo-mapping and geo-analysis app that seamlessly integrates with Bing Maps within Dynamics 365 CRM/ Power Apps that enables you to make the most of your CRM data. Maplytics comes packed with features like Territory Management, Radius Search, Appointment Planner, Optimized Routing, PCF Controls, Census Data, Heat Maps, Truck Routing, and much more! All in all, there is no going back, once you’ve got the Maplytics pack.

InoLink -  If accounting and sales data in QuickBooks and Dynamics 365 CRM proves to be a hurdle for you, it’s time to step over the entire hassle. With our cloud-based productivity app InoLink, you can integrate Intuit QuickBooks with Dynamics 365 CRM. You’ll realize the real value of Inolink when you will have a complete aerial view of your entire customer accounting information right within your Dynamics 365 CRM!

Enhance productivity with a single click (Preferred Apps on Microsoft AppSource)

There are some basic operations users need to perform frequently. But the absence of a way to optimize the monotony is painfully inefficient for us. Therefore, we created our line of 1 click apps that minimize inefficiency and maximize results.

Click2Clone – Clone/Copy any one of your Dynamics 365 CRM entity records. You can have simple parent-child records or 100+ line-item records, Click2Clone is up for cloning any record you throw at it.

Click2Export – Exporting your data can be as simple as a click. With one click, you can export and email any Dynamics 365 CRM document such as Reports/CRM Views/Document Templates (Word, Excel), etc. Moreover, the format will be of your choice, you can choose Excel, Word, PDF, CSV or TIFF for your exported files.

Click2Undo – Undo your mistakes instantly with ease. Whether you made a simple error or deleted some very important records in your CRM, Click2Undo can restore anything that slips through the cracks of mistakes.

Get Hassle Free Attachments (Preferred Apps on Microsoft AppSource)

Attach2Dynamics – Ever wondered if there was a comprehensive attachment management solution that could allow you to integrate with multiple storages like SharePoint, Dropbox or Azure Blob Storage? Imagine no running out of storage space, having a hard time managing documents in could or dealing with a single integration! Attach2Dynamics can achieve all of this for you by allowing you to store & manage your documents/attachments in a cloud storage of your choice within Dynamics 365 CRM.

SharePoint Security Sync – Syncing Dynamics 365 CRM security privileges with SharePoint. You can ensure secure and reliable access to confidential documents stored in SharePoint. This has similar attributes to Attach2Dynamics and allows attachment management in SharePoint from within Dynamics 365 CRM.

Visualize to Optimize (Preferred Apps on Microsoft AppSource)

Kanban Board – Say goodbye to the old grid view and say hello to the new Kanban view. With Kanban Board you can visualize Dynamics 365 CRM data by categorizing the entity records in lanes and rows as per their status, priority or Business Process Flow stages. This is a proven and effective way to keep track of on-going projects and assignments.

Map My Relationships – Visualization makes everything easier. Even when it comes to complex relationships between entities. With Map My Relationship you can visualize the relationships between entities or related records in a mind map view. This allows you to have an overview of all the related entities. This is truly information in an instant.

Use Independent Stand-Alone Apps (Preferred Apps on Microsoft AppSource)

Alerts4Dynamics – Notify your team about the upcoming sales meeting or monthly sales target, or even wish everyone celebratory greetings, you can do all this and much more with Alerts4Dynamics. Set and alert your team members through pop-ups, email or form notification anytime, anywhere, all within Dynamics 365 CRM.

User Adoption Monitor – Motor and keep track of all user actions and performances in Dynamics 365 CRM! Monitor common actions and special messages of all users in your organization on a daily, weekly or monthly basis. For the results, you can view the dashboards and leaderboards to analyze the performance of each user. This allows you to implement measures to improve the user adoption of Dynamics 365 CRM.

Lead Assignment and Distribution Automation – Assign your pending workload or incoming leads to your team members easily and automatically. Automation also means fair and balanced assignments. With Lead Assignment and Distribution Automation, you can be assured that there will be no mismanagement, no cherry picking, and no biased working styles when you are creating a plan for your future business.

Accurate and Easy Billing Management (Preferred Apps on Microsoft AppSource)

Recurring Billing Manager – Automate your billing processes through Recurring Billing Manager. Generate invoices, send payment reminders, calculate charges on delayed payments, all with a click of a few buttons. Human inaccuracy and slow seeds are no more an obstacle for Recurring Billing Manager users.

Subscription Management - For Software Publishers and Value Added Resellers (VARs), our Subscription management app can create flexible billing schedules, payment reminders and penalty calculations. Also, create invoices for the entire Accounts Payable department, or to a single contact, all with assured accuracy and reliable calculations.

Auto Tax Calculator – Automate your tax calculations with Auto Tax Calculator you can leave manual calculations by automating your calculations to the brain of the software. This increases accuracy, saves time for the entire team, and improves productivity!

Quite the list, isn’t it?

Did you find something that caught your interest? If you did, you’re in luck, you can try any of the above apps for free with our 15 days free trial! Just go to our website or Microsoft AppSource and get started in 15 minutes.

If you need a walkthrough of any of the apps, we are just a mail away, shoot us a quick inquiry at crm@inogic.com and one of our productivity apps experts will get in touch with you.

So until next time – we wish you a safe and innovative and productive new year

 

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