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
Hello,
I am happy and eager to assist you with your Office 365 projects – particularly if you would like assistance with using Microsoft Flow/Power Automate and integrating this across your tena
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
I am a Senior SharePoint Developer who has been working in the IT industry for 25 years. The last 10 of which I have been focused on SharePoint and 5 years on the Office 365 System. Over the last coup
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
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
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
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
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.
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
