Dynamics 365/CRM Services and Add-ons

WhatsApp4Dynamics is a productivity app designed for Microsoft Dynamics 365 CRM and provides a seamless integration between WhatsApp and Microsoft Dynamics 365 CRM., enhancing communication capabilities within the CRM ecosystem. This app enables users, including sales, services, and marketing teams, to interact seamlessly with customers, prospects, and business partners globally using WhatsApp. By staying within the CRM platform, users can efficiently communicate, serve customers, market products and services, and reach clients swiftly and effectively. WhatsApp4Dynamics facilitates concise and informative messaging, allowing businesses to elevate their customer reach and streamline communication processes, replacing lengthy emails with short and impactful messages.

DeDupeD is a powerful tool for Microsoft Dynamics 365 CRM that automatically detects and merges duplicate records. It streamlines the process by using predefined rules, preventing potential duplicates, bulk merging historical records, and resolving missing data. This tool enhances productivity, saves time, and ensures a clean and organized CRM system.

Real-time integration and simplified file management contribute to time and cost savings, making business processes more efficient.

Proximity Search: Users can conduct searches based on proximity to a location, helping them identify nearby opportunities or customers.

Carry over related records through 1:N & N:N Custom relationship1

Business Process Checklist is a Microsoft AppSource preferred app that provides users an effective way to enforce playbooks consisting of best practices to follow at every stage of the business process through checklists that serve as prerequisites for each stage, so users can easily implement business-specific rules and ensure compliance. Create plans in the form of checklists/processes against any OOB or Custom record in Microsoft Dynamics 365 CRM, resulting in standardized best practices. Playbooks facilitate the advancement of the process by alternate stakeholders, even when specific process owners are unavailable.

Gamifics365 is a productivity app that aims to enhance Dynamics 365 CRM productivity and adoption by creating an enriching and motivating environment for CRM users through gamification and engaging games and activities. It provides a medium to create appealing games to encourage a healthy competition between both individuals and teams combined. These games help to ignite the competitive spirit of CRM users and motivates them to achieve over and beyond their individual capability. The daily stressful routine work can be converted to something livelier and fun with this gamification app resulting in higher productivity and better business growth rate.

Microsoft Dynamics 365 Field Service Module looks after the schedules of the technicians, the tickets raised by the clients for services required, schedule boards, and overall resource management.

Gamifics365 is a productivity app that aims to enhance Dynamics 365 CRM productivity and adoption by creating an enriching and motivating environment for CRM users through gamification and engaging games and activities. It provides a medium to create appealing games to encourage a healthy competition between both individuals and teams combined. These games help to ignite the competitive spirit of CRM users and motivates them to achieve over and beyond their individual capability. The daily stressful routine work can be converted to something livelier and fun with this gamification app resulting in higher productivity and better business growth rate.

Business Process Checklist is a Dynamics 365 CRM productivity app that helps users to simplify their internal processes by enforcing the best plan of action for day-to-day activities. Once the sales manager or administrator creates a checklist/plan/to-do list, it will automatically get connected against records or Business Process Flows when set conditions are met. Be it custom, OOB entities or custom flows, users will have a predefined set of actions reflecting the organization’s best practices to perform. With Business Process Checklist, set a plan of action for your salespeople/customer executives to follow and in the order, they want them to follow. Increase user productivity by better aligning your business processes with Business Process Checklist within your Dynamics 365 CRM.

Attach2Dynamics is a Microsoft Dynamics 365 CRM/Dataverse storage app that seamlessly integrates with external cloud stores like SharePoint, Dropbox, and Azure Blob Storage. It moves all your Dynamics 365 CRM attachments, notes, documents, and other files to your preferred cloud storage in real time. With Attach2Dynamics, manage all your cloud-stored files and folders associated with a CRM record right from within Dynamics 365 CRM environment. Get a simplified view of all your files and folders stored in cloud storage, perform common files and folder operations like drag and drop, upload, delete, rename, and more right from within Dynamics 365 CRM.

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Marketing4Dynamics is a productivity app providing integration between Dynamics 365 CRM and Mailchimp. It syncs Mailchimp and Dynamics 365 CRM customers along with their marketing statistics data ensuring easy and quick access to information without navigating from one application to another. Complete details of marketing campaigns and other member activities executed through Mailchimp is made available within Dynamics 365 CRM. This gives an advantage while planning and executing marketing activities and increases the productivity of Dynamics 365 CRM users.

Click2Clone is a productivity app which enables users to clone/copy Dynamics 365 CRM records from any OOB as well as custom entities of Dynamics CRM to another record. With Click2Clone, users can now easily clone/copy related child records and create multiple copies of any given Dynamics 365 CRM record. 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.

Gamifics365, a preferred gamification app on Microsoft AppSource, aims to boost user adoption and productivity on Microsoft Dynamics 365 CRM by energizing and inspiring CRM users' environments through enjoyable games and activities. It provides a platform for creating various types of fun games that encourage healthy competition between individuals and teams. With the aid of this Microsoft Dynamics 365 CRM solution, mundane daily work can be transformed into something more interesting and exciting, increasing performance and hastening corporate growth. Gamifics365's best feature is enabling CRM users to engage in the game and evaluate progress via mobile app.

Attach2Dynamics – a Preferred Solution on Microsoft AppSource – is a quite popular document management app that provides seamless attachment management in multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage from within Dynamics 365 CRM.