Better analytical tools and harmony across finance, sales, customer relations, and operations are the most common goals of businesses pursuing excellence. Microsoft Dynamics 365 CRM is a powerful platform for communicating with clients and making important decisions based on business data. With a simplistic and user-friendly interface, it provides a similar working environment for all sorts of teams. It has several third-party integrations (add-ons) to enhance its capabilities and can be found on the
In this article, we have gathered a list of some of the best Microsoft Preferred Apps for Microsoft Dynamics 365 CRM which can help you accelerate productivity and enhance customer relationship management. From automating monotonous tasks to reducing time spent on redundant data entries, these apps can help you do more in less time and can be seamlessly integrated into your Microsoft Dynamics 365 CRM environment to enhance its functionalities. Keep reading to learn more about these apps.
1. Lead Assignment and Distribution Automation
It all starts with leads, so the first one has to be
This tool provides equitable workload sharing throughout each team according to each member's particular capacity. It enables systematic distribution and allocation of leads by managers. Its automated assignment and distribution methods increase Microsoft Dynamics 365 users' productivity, which in turn helps boost sales and profits.
Learn more about Lead Assignment and Distribution Automation
After taking care of leads, let’s now get the sales and marketing departments in sync with
Learn more about Marketing4Dynamics
3. Subscription and Recurring Billing Management
Congratulations, with your lead management and marketing processes being streamlined, you can now focus on managing your subscriptions and recurring billing processes.
For all subscription-based businesses,
Learn more about Subscription and Recurring Billing Management
For effective business management, it is crucial to inform your team periodically with important updates. This is where
Learn more about Alerts4Dynamics
Repetitive tasks like manually copying data from one record to another record in Dynamics 365 are costing you and your business a loss of money and time.
Learn more about Click2Clone
Why waste time and energy on manually exporting data from your Microsoft Dynamics 365 CRM when you can automate it by using Cick2Export, all the while focusing more on your core business processes?
Learn more about Click2Export’s
Restore historical data in Microsoft Dynamics 365 CRM with the power of automation. Users can reinstate records to their previous state even if the changes were made in the past week or a month earlier.
Learn more about Click2Undo
Boost user efficiency and enhance Microsoft Dynamics CRM experience with the above-mentioned Microsoft Dynamics 365 CRM Apps.
Productivity and integration tools help you get the most out of your Microsoft Dynamics 365 CRM, so if you feel like this list of 7 apps is not enough for you and your business needs something different, visit Microsoft AppSource, where you can
Feel free to let us know about your favourite Microsoft Dynamics 365 CRM App at [email protected].