Dynamics365

Dynamics 365 expertise

We have found 15 items matching your search query.


Click2Undo is a productivity app that helps you to undo changes in the data in Dynamics 365 CRM with a single click. Be it the last change that you’d want to restore, or the changes that were done i

Attach2Dynamics integrates with multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage to provide seamless attachment management from within Dynamics 365 CRM. With its user-friendly U

Subscription and Recurring Billing Management provides a robust platform for all subscription-based businesses to seamlessly manage, streamline subscription and recurring billing process within Dynami

Export Dynamics 365 Report/Word/Excel Templates or CRM Views data and attach as a note, upload to SharePoint, download for offline consumption or auto send Email with attached exported file(s) or embe

Track, monitor and manage most common actions performed by users in Dynamics 365 with User Adoption Monitor. An effective tool for managers or administrators for monitoring the usage of Dynamics 365.

Maplytics™ is a Microsoft Preferred Solution and #1 geo-analytical mapping app that enable organizations to visualize and analyze Dynamics 365 CRM and Dataverse (Power Apps) data on a map, in real-t

Integration tool between Intuit QuickBooks and Dynamics 365 CRM online, InoLink provides a 360-degree view of customer that helps in understanding their historical data as aging balances, transaction

Marketing4Dynamics is a productivity app providing integration between Dynamics 365 CRM and Mailchimp. By syncing Mailchimp and Dynamics 365 CRM customers along with their marketing statistics data, i

Copy/Clone duplicate Dynamics 365 records along with relationships with Click2Clone. Avoid repetitive data entry by copying an existing record along with its related records. Deep clone records for hi

Add, Schedule, and Manage Alerts for your Dynamics 365 CRM users to notify them with relevant updates right within their CRM. Information can be added to an individual record or a particular set of re

Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Restrict user’s level of access in SharePoint to the same level

Automatic Tax Calculations and AvaTax Integration within Dynamics 365 CRM Auto Tax Calculator enables users to calculate tax automatically within Dynamics 365 for Sales. With this productivity app, th

Kanban Board is a productivity app to visualize your Dynamics 365 and PowerApps data in a Kanban View. Records are categorized and systematically arranged in compact movable cards in multiple lanes an

Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distri

Map My Relationships enables users to visualize key information in Dynamics 365 CRM with the help of two custom controls i.e., Relationships control and Connections control. Using these two, users can