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- Business Need > Advanced Planning / Scheduling
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New Products and Technologies
Maplytics – A comprehensive MAPS integration solution for Dynamics 365 CRM
Maplytics™ is a geo-analytical mapping tool that provides seamless Bing Maps and Dynamics CRM integration with features like Territory Management, Radius Search, Appointment Planner and Routing within Dynamics 365. Maplytics is Certified for Microsoft Dynamics 365 (CfMD) and helps businesses around the world to plot, plan, visualize and analyze Dynamics CRM data on map.
Click2Clone – 1-Click app to clone records along with related records
Click2Clone is a productivity app for Microsoft Dynamics 365 Customer Engagement which enables users to clone/copy Dynamics CRM records from any OOB as well as custom entity of Dynamics CRM to another including its related child records. By automating and simplifying the process of creating new records, Click2Clone significantly reduces the time spent on repetitive data entry and becomes a strategic enabler of business control and agility.
Click2Export – Export and attach reports in just 1 Click
Click2Export is a productivity tool for Dynamics 365 that allows users to quickly export Dynamics CRM reports/word/excel templates. Reports can be exported to PDF, Word, Excel, CSV or TIFF format. Word Templates can be exported in MS Word or PDF format and Excel Template can be exported to Excel format. Users can download the exported reports/word/excel templates, attach to a note, attach to an email, auto send the email to required recipient or upload it to SharePoint from within D365
Attach2Dynamics – Use Document Management Systems
Attach2Dynamics is a productivity app which integrates Dynamics 365 with Cloud Storages like SharePoint, Dropbox and Azure Blob Storage. It provides users the functionality to drag and drop, browse, and choose multiple files or a folder at a single instance to upload to the Cloud Storage of choice. Apart from uploading or downloading, there is an easy to view UI for viewing all the files & folders in the configured cloud storage against the current record.
SharePoint Security Sync – Sync Dynamics 365 CRM Security Model with SharePoint
SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM and Power Apps with SharePoint for attachment management. Microsoft Dynamics 365 CRM comes with native integration to SharePoint. With SharePoint Security Sync, the idea is to enhance the user experience and further build upon the integration to make the integration experience seamless between the two systems.
Kanban Board – Get Organized Card-based view of Records on Board
The term ‘Kanban’ means ‘visual signal’. This product has been designed as a control that you can configure against any view in CRM and visualize the data in the view as a Kanban Board. Here, records are systematically arranged in movable cards in multiple lists based on different criteria. This helps to search and filter records quickly as per business requirement and to move the records from one stage to another in the Kanban view through easy drag and drop.
Lead Assignment and Distribution Automation – Assign/Distribute Leads Systematically
Lead Assignment and Distribution Automation is a productivity app that enables systematic allotment/assignment of leads to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads and customer queries in an organized way. This ensures fair distribution of workload within each team. Automated distribution and assignment improves efficiency which results in higher level of customer satisfaction and in turn higher ROI.
Alerts4Dynamics – Manage Alerts/Notifications in Dynamics 365 CRM
Alerts4Dynamics is a productivity app to create, schedule and manage alerts for different entities in Dynamics 365 CRM. It lets you notify your target audience right within the CRM. You can create multiple messages for a single alert in different languages. Also, define alerts for an individual record or set of records based on rules which can be displayed as notifications indefinitely or for a certain period. These notifications can be accessed from anywhere in the CRM.
Map My Relationships – Get Mind Map view of Dynamics 365 CRM Data
Map My Relationships is a productivity control that provides Mind Map view of Dynamics 365 CRM data on a form. It helps the users to visualize relationships between Entities or related records in a single view. It provides easy navigation to related records and quickly record various activities like phone call, email or appointment for the related records. Users can thus, get information at a glance leading to quick decisions and swift execution of tasks.
User Adoption Monitor – Make the best of your CRM implementation!
User Adoption Monitor is a productivity app that monitors and tracks the actions performed by enabled users in Dynamics 365 CRM on various frequency period like daily, weekly, monthly basis. By creating the dashboards users can get the brief details of user actions per Entity/Action/Period and thereby improve the user adoption of Dynamics 365.
InoLink – Dynamics 365 CRM & QuickBooks integration
InoLink is a cloud based tool that provides integration between Intuit QuickBooks and Dynamics 365. It provides 360 degree view of customer by synchronizing the transaction history and Aging details from QuickBooks to Dynamics 365. Calculate tax for transactions within Dynamics CRM and send Quotes/Orders/Invoices from Dynamics 365 to QuickBooks. Also, sync single instance of Dynamics 365 with one or more QuickBooks Company.
Subscription Management – Manage software subscriptions and automate recurring billing
Designed specifically for Software Publishers and Value Added Resellers (VARs), our Subscription Management solution is the ultimate time-saving tool for your entire team. Create invoices with the click of a button and enjoy the accuracy and efficiency of CRM workflows.
Recurring Billing Manager – Automate recurring billing and payment reminders
Take the guesswork out of your billing process! Managing recurring invoices can be monotonous and time-consuming, but our recurring billing application accurately and efficiently streamlines the process. With flexible billing schedules, payment reminders, and penalty calculations, we’ve transformed tedious manual tasks into an automated, time-saving machine.
Auto Tax Calculator – Automated Tax Calculations and integration with AvaTax from Avalara
Auto Tax Calculator provides users across all industries with an automated approach to tax calculation directly inside Microsoft Dynamics 365 for Sales. With this app, you’re sure to eliminate manual calculations, increase accuracy, and save time for your entire team!
Click2Undo – 1-Click app to restore data to its last known state
Click2Undo is a productivity app that helps you restore the data to its last known state on a single click. Be it the last change, the changes that were done in the past or restoration of a deleted record, Click2Undo can do it without any hassle.
Maps for CRM: Locational Search, Route & Appointment Planning, Map Analytics & Territory Management
Friday, July 3 1:30 PM - 2:00 PM Central European Summer Time
A comprehensive demonstration of Geo-Analytics within Dynamics 365 to extract location insights of CRM data using Bing Maps increasing salesperson productivity through optimized map routing, turn by turn navigation, distribution and planning of appointments, defining and aligning territories, view CRM data with map control and dashboards, searching location in proximities, and increasing responsiveness of services team through location planning and mobility using the power of Maplytics™.
Category: Education Training
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- Maplytics - Maps integration with Dynamics 365 / PowerApps (Preferred App on Microsoft AppSource)
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