Report Scheduler is the answer to that and enables you to automatically run reports in Dynamics CRM Online. You can set it to execute at a scheduled interval and send the report as an email attachment.
Kanban Board for Dynamics 365 CRM developed by Soluzione offers you an intuitive Kanban view of all your CRM Records across entities and business processes.
You can easily create Email Templates in Microsoft Dynamics 365 using the Drag and Drop Email Template Builder for Dynamics 365. This addon comes loaded with a library of pre-designed free email templates.
Activity Timeline Add-On developed by Soluzione helps create notes, add date-specific tasks, send new emails, phone calls, and book appointments from within the lead.
Automate numbering in Dynamics 365 with Soluzione’s Advanced Auto-Counter. Configure prefixes, suffixes, date formats, and custom counters for any entity. Activate or deactivate anytime.
QuickBooks Connector for Dynamics 365 by Soluzione syncs customer records, invoices, and payments between Dynamics 365 CE and QuickBooks Online. Automate financial updates, eliminate manual entry, and streamline operations effortlessly.
The Xero Connector by Soluzione automates data sync between Dynamics 365 CRM and Xero, ensuring real-time updates for invoices, payments, and customer records. Reduce manual entry, improve accuracy, and streamline financial workflows.
Eliminate duplicate data entry! Sync customers, invoices, and payments between Dynamics 365 and MYOB effortlessly with our secure, cloud-based connector. Try it free!
Providing RIA’s, family offices and enterprise wealth management firms with a modern CRM solution that financial advisors will embrace – because it improves advisor productivity and facilitates an outstanding client experience. Easy-to-use and integrated with the productivity tools advisors already use – like Microsoft® Outlook, Excel, and Word, centralizing information related to clients, family relationships, meetings, financial holdings and client service into one easily accessible place, helping financial advisors focus on the client-advisor relationship, while reducing operational costs through automation, increasing client engagement, and improving client service.
