CRM Add-On ISV Products

P2 Automation, LLC's Logo Updating Project Tasks for a Single Project with the Kanban Board by Inogic

See how easy it is to manage Project Tasks from within a Project Form using Inogic's Kanban Board solution. Transcript This is Steve Pestillo from P2 Automation. In a previous […]

P2 Automation, LLC's Logo Managing Project Tasks with the Kanban Board by Inogic

Learn how to assign project tasks to your team and update the status with a simple drag & drop. Transcript This is Steve Pestillo from P2 Automation. In this video, […]

Inogic's Logo New Dynamics 365 integration with SharePoint update - Create custom folder structures and manage multiple folders for activity entities

Organizations often look for seamlessly integrating SharePoint and Dynamics 365 which enhances document security and data management. This is where SharePoint Security Sync comes into play, providing a convenient solution […]

Inogic's Logo Boost Sales Productivity: Eliminate Dynamics 365 CRM Duplicates with Master Record Selection and Fuzzy Merging Logic!

Accurate data serves as the foundation for any successful CRM system and sales process. However, the persistent issue of duplicate records complicates matters. Duplicate entries not only cause confusion and […]

Inogic's Logo Alerts4Dynamics Webinar: Take Control of Alerts & Notifications within your Dynamics 365 CRM!

Imagine you're drowning in Dynamics 365 CRM, switching between tasks like crazy (we've all been there!). A hot new lead pops up, but it gets lost in the email inbox. […]

Connecting Software's Logo How to Set up a Dynamics 365 integration with SharePoint

If you are looking for a CRM / SharePoint integration and your CRM is Dynamics 365 Customer Engagement, we have good news for you. Microsoft offers a native SharePoint integration […]

Inogic's Logo Text SMS Automation: The Engagement Powerhouse for Modern CRM

In the age of instant gratification and constant connection, customers expect businesses to communicate quickly and conveniently. While email and traditional phone calls still have their place, text SMS automation […]

KingswaySoft Inc.'s Logo Easy Dynamics 365 Sales Integrations with KingswaySoft SSIS Integration Toolkit

In today’s data-driven world, moving data seamlessly from one platform to another is crucial. Whether it’s migrating data from an on-premises database to Dynamics 365 or scaling data for a […]

Techdio's Logo Data Quality App for Dynamics 365 Data Governance - Wonderful Copenhagen Case Study

Wonderful Copenhagen, the official tourism organization for The Capital Region of Denmark, plays a crucial role in promoting and developing tourism within the region. Their efforts span both business and […]

P2 Automation, LLC's Logo Our Clients Know What We're Working On…It's Right in Thier Own CRM

Find out how we keep our clients updated with Service Tickets and Project Tasks…right from within their own CRM System. Transcript This is Steve Pestillo from P2 Automation. In this […]

 

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