Maplytics

4 reviews

Maplytics™ is a Preferred App on Microsoft AppSource that helps businesses around the world to plot, plan, visualize and analyze Dynamics 365 CRM / Dataverse \ (Power Apps) data on the map. It offers seamless mapping services with Bing Maps integration and enables valuable geographical data insights with features like Real-Time Tracking of Field Reps, Territory Management, Radius Search, Appointment Planning, Truck Routing, Optimized Routing, PCF Controls, Heat Maps, Analytical Dashboards, Mobile Maplytics and much more.

Kanban Board

1 review

Kanban Board is a productivity app to visualize your Dynamics 365 and Dataverse (Power Apps) data in a Kanban View. With the ability to categorize the data into lanes it helps with a quick review of the records in a card-based view and easily identify the status of the records. A visual tool to move the records across lanes to quickly update the underlying field values. Apart from this it also allows for quick actions shortcuts to record activities against these without too many clicks. Kanban Board is available as a control that you can configure for any View in Dynamics 365 CE and Dataverse environment.

Map My Relationships

1 review

Map My Relationships enables users to visualize mind map of key information in Microsoft Dynamics 365 CRM with the help of two custom controls i.e., Relationships control and Connections control. Visualize relationships between various Entities/related records and also view the connection records. Navigate easily to related records and quickly record various activities like phone call, email or appointments. Take advantage of the information available at a glance for swift action and timely completion of various tasks.

Alerts4Dynamics

0 reviews

Alerts4Dynamics is a productivity app to add, schedule, and manage Alerts & Notifications in Dynamics 365 CRM. It gives provision to create multiple types of alerts, like Record-based, Rule-based and Event-based alerts which can be notified using different modes – Pop-ups, Email & Form notifications. These notifications can be created and displayed indefinitely or for a defined scheduled period. The notification button is available on all entities and can be accessed from anywhere in the CRM. Alerts4Dynamics is available for Dynamics CRM 9.x and above, Dataverse (Power Apps). It supports the following deployment models - On-Premises & Online. Features • Entity Support: Create and manage alerts for both OOB as well as Custom Entities. • Types of Alerts: Create Announcement, Rule-Based, Record-Based, and Event-Based alerts. • Alert Users: Alerts can be shown as Pop-ups or Form Notifications to Dynamics 365 CRM users and also can be sent as Email to Dynamics 365 CRM users or to customers (external audiences). • Alert levels: Alerts can be categorized as Information, Warning, or Critical. • Log of Alerts: View log of ‘Read/Dismissed’ alerts by users. • Notification Visibility Period: Define process start date from when the notifications will start getting created and process end date when the creation of new notifications will stop. Also, you can define how long the Notification would be visible. • Define Audience: Alerts can be configured to be shown to a particular set of audiences as well as dynamic audiences. • Globally Accessible: View alerts from anywhere in Dynamics 365 CRM. • Multiple Notifications: Create multiple notifications for a single alert. • Multiple Language Support: Alert messages can be created in multiple languages. • User Preference: User is given the choice to select the mode to receive alerts i.e., through Pop-ups or Email Notifications. • Dismissible/Non-Dismissible Alerts: Provision to configure the alerts as dismissible or non-dismissible. • Auto-dismissible Alerts: Provision to configure the alerts as auto-dismissible/non-auto dismissible.

User Adoption Monitor

0 reviews

User Adoption Monitor is a productivity app that monitors and tracks the actions performed by enabled users in Dynamics 365 CRM. It monitors both the common actions and special messages of end users such as Create, Read, QualifyLead, Win, etc. on various frequency periods like daily, weekly, monthly basis. It also keeps track of the amount of time invested by end users in CRM and in each entity records. With the help of dashboards in User Adoption Monitor, managers can get the brief details of user actions per Entity/Action/Period and thereby improve the user adoption of Dynamics 365 CRM.

SharePoint Security Sync

0 reviews

Sync Microsoft 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 that is assigned to them in Dynamics 365 CRM. Furthermore, replicate any changes made to Microsoft Dynamics 365 CRM security privileges in SharePoint.