Product Verticals: All Industries Business Processes: Customer Management, Customer Service, Help Desk, Lead Tracking, Marketing, Project Management, Resource Tracking, Service Work Order Tracking
The New Activity Timeline Add-On developed by Soluzione helps you nurture Leads by allowing users to add additional information. You can create notes, add date-specific tasks, send new emails, phone calls, and book appointments from within the lead.
In addition, for the ease of Dynamics CRM users, the add-on Activity Timeline now comes loaded with a search filter. Using this feature you can search any specific activity by text.
Below are the features of New Activity Timeline Dynamics 365 by Soluzione:
Single contextual view: Single Integrated View to view various activities and notes in a single pane. The view provides visually appealing insightful view with icons and colours encouraging users to contribute more.
Visually appealing and Interactive: You will have to agree that default activity timeline is a bit mundane and CRM is all about engaging. So, we wanted to attract and encourage users to engage & contribute using a more visually appealing view.
Search and Filter: Search and Filter provides activity filter allowing users the ability to only view certain types of activity and search within activities. It also has the capability to search within all or specific entities.
Customizable: Above all, the most important feature is that we can customize the way it behaves, add additional fields and the form it opens etc. If you have such request then feel free to contact us at info@solzit.com.
Posted in | Comments Off on Activity Timeline Dynamics 365
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
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.
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
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.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
