Lead Assignment and Distribution Automation

0 reviews

Lead Assignment and Distribution Automation systemically assigns or distributes Leads generated through various sources to respective Microsoft Dynamics 365 CRM users. Improve sales process efficiency with automation and ensure fair distribution of workload within your teams. Lead Assignment and Distribution Automation is available for Microsoft Dynamics 365 9.x & above, Dataverse (Power Apps). It can be deployed in both On-Premises & Online models.

InoLink

0 reviews

InoLink is an Integration tool that links your Intuit QuickBooks with your Microsoft Dynamics 365 CRM online account. Get a 360-degree view of customers to help understand them better. Gain key insights from historical data on aging balances, transaction history, totals, recent customer transactions, top customers, and other information in Accounting Dashboards in your Microsoft Dynamics 365 CRM window. Leverage InoLink’s seamless data exchange capabilities and avoid duplication of data in Microsoft Dynamics 365 CRM and QuickBooks.

Click2Clone

0 reviews

Copy/Clone duplicate Microsoft Dynamics 365 CRM records along with relationships with Click2Clone. Avoid repetitive data entry by copying an existing record along with its related records. Deep clone records for hierarchal relationships. Add Prefix/Suffix to the cloned records to create unique names. Copy/Clone records of commonly used OOB and custom entities. Seamlessly create multiple copies of Microsoft Dynamics 365 CRM cloned records.

WhatsApp4Dynamics

0 reviews

WhatsApp4Dynamics is a productivity app built for Microsoft Dynamics 365 CRM. The app empowers users to communicate effectively with customers, prospects and business partners across the globe via WhatsApp without exiting the CRM ecosystem. WhatsApp4Dynamics helps sales, services and marketing teams to interact efficiently. The app makes you capable of communicating properly to serve customers, market products and services as well enable you to reach clients in a fast, easy and effective way. Take your business to the next level with WhatsApp4Dynamics and increase your customers’ reach with short and crisp informative messages instead of long descriptive emails!

DeDupeD

0 reviews

DeDupeD is a productivity app that helps detect and manage duplicate records for not only just Lead, Contact, Account, or Case but also for any other Dynamics 365 CRM entities (OOB or Custom).

TextSMS4Dynamics

0 reviews

TextSMS4Dynamics is an innovative app that seamlessly integrates SMS with Microsoft Dynamics 365 CRM. This tool enables organizations to leverage the personalized marketing and sales capability of SMS within their Dynamics environment, improving personalized engagement, higher open rates, and quick response. CRM users can send and receive SMS messages, communicate promptly, send pictures or emojis during messaging, and automate messages based on actions made within CRM. It can be configured to work with any OOB or custom entities.