Work Smarter in 2021 - Explore our range of preferred Dynamics 365 CRM / Power Apps Productivity apps!

Year 2020 has been an exceptional year for all of us. We discovered quite few things about ourselves. We were blind-sided, caught in an unforeseen situation and yet here we are – helping each other and fighting together with an indomitable spirit. And now it’s time to bid farewell to 2020 and welcome 2021 with enthusiasm and fervor.

But before saying adieu, let’s have a quick glance at what we, at Inogic, have to offer to our Dynamics 365 CRM/Power Apps friends.

To make it interesting, we have divided our range of productivity apps into six different categories based on their functions and features.

1) Integration Apps. (Preferred Apps on Microsoft AppSource)

Maplytics? - Want to plot your Dynamics 365 CRM data on Map? Then, Maplytics? is the apt app for you! It is a geo-analytical mapping app that provides seamless integration between Bing Maps and Dynamics 365 CRM/ Power Apps. With its varied features like Territory Management, Radius Search, Appointment Planner, Optimized Routing, PCF Controls, Census Data, Heat Maps, Truck Routing, etc. you can easily visualize and analyze Dynamics CRM data on map.

InoLink -  Tired of keeping track of accounting and sales data in QuickBooks and Dynamics 365 CRM? It’s time to get InoLink – a cloud-based productivity app that integrates Dynamics 365 CRM and Intuit QuickBooks. As it synchronizes transaction history and aging details from QuickBooks to Dynamics 365 CRM, you can now get a 360-degree view of customer accounting information within your Dynamics 365 CRM.

2) 1 Click Productivity Apps. (Preferred Apps on Microsoft AppSource)

Click2Clone – As the name suggests, you have to just click once to clone or copy any one of your Dynamics 365 CRM entity records. Be it cloning parent-child records, records with more than 100-line items or creating multiple copies of a single record – name it and Click2Clone will get it done.

Click2Export – Want to export data from Dynamics 365 CRM with ease? Click2Export is just what you are looking for! You can export and email Dynamics 365 CRM Reports/CRM Views/Document Templates (Word, Excel) in just a single click and in a format of your choice - Excel, Word, PDF, CSV or TIFF.

Click2Undo – Erred while making entry in Dynamics 365 CRM? Deleted records in your CRM by mistake? Click2Undo is just the app you need to undo the error that you have made and to restore the deleted records in your CRM with a single click. A combination of ‘ctrl+z’ and recycle bin functions, it is a must-have app to ease your way around day-to-day CRM activities.

3) Attachment Management Apps. (Preferred Apps on Microsoft AppSource)

Attach2Dynamics – Ran out of storage space in your Dynamics 365 CRM? Finding it hard to manage storage space in Dynamics 365 CRM? It’s time to get Attach2Dynamics as an add-on for your CRM environment. SharePoint, Dropbox or Azure Blob Storage – Attach2Dynamics will help you to store & manage your documents/attachments in a cloud storage of your choice from within Dynamics 365 CRM.

SharePoint Security Sync – As the name implies, SharePoint Security Sync is what you need when it comes to syncing Dynamics 365 CRM security privileges with SharePoint. A sure shot way to ensure secure and reliable access to confidential documents stored in SharePoint. Also, it has all the attributes of Attach2Dynamics which will enable attachment management in SharePoint from within Dynamics 365 CRM.

4) Visualization Apps. (Preferred Apps on Microsoft AppSource)

Kanban Board – If you are tired of looking at the same old Grid view in Dynamics 365 CRM then Kanban Board is the apt app for you. With Kanban Board, you can visualize the Dynamics 365 CRM data in Kanban view by categorizing the entity records in lanes and rows as per their status, priority or Business Process Flow stages. Practically, one of the best ways to keep track of on-going projects and assignments.

Map My Relationships – Just like the name suggests, you can visualize the relationships between entities or related records in a mind map view. Without navigating from one entity to another, you can glimpse all the related entities in a single view. A smart way to get information quickly and with less effort.

5) Stand-Alone Apps. (Preferred Apps on Microsoft AppSource)

Alerts4Dynamics – Want to notify your team about the upcoming sales meeting? Want to alert your sales team about monthly sales target? or Want to wish everyone A Merry Christmas? You can do all these and more with our alerts and notification management app – Alerts4Dynamics. You can alert your team members through pop-ups, email or form notification which can be viewed from anywhere in CRM.

User Adoption Monitor – One of the best ways to keep track of user actions and performances in Dynamics 365 CRM is through User Adoption Monitor. It will monitor both common actions and special messages of all users in your organization on daily, weekly or monthly basis. In the end, you have to just view the dashboards and leaderboards to analyze the performance of each user and implement measures to improve the user adoption Dynamics 365 CRM.

Lead Assignment and Distribution Automation – Facing difficulty in assigning work items (Lead, Cases) to your team on daily basis? No worries, you can now assign all those pending workload, incoming Leads to your team members automatically in a fair and even manner through Lead Assignment and Distribution Automation. No mismanagement, no cherry picking. All work items will be assigned smoothly and effectively without fail.

6) Billing Apps. (Preferred Apps on Microsoft AppSource)

Recurring Billing Manager – Managing billing process is a tedious task which involves a lot of man hours. Now, you can cut short these man hours by automating and streamlining the billing processes through Recurring Billing Manager. Generating invoices, sending payment reminders, calculating charges on delayed payments will be piece of cake with this billing app.

Subscription Management - With flexible billing schedules, payment reminders and penalty calculations, our Subscription Management solution which is designed specifically for Software Publishers and Value Added Resellers (VARs), is the ultimate time-saving tool for your entire team. You can now create invoices and send it to an entire Accounts Payable department, or to a single contact with accuracy and efficiency.

Auto Tax Calculator – Want to avoid manual tax calculations? Having difficulty in keeping track of different taxes? Then, Auto Tax Calculator is what you seek. You can now eliminate manual calculations, increase accuracy, save time for the entire team and improve productivity by automating and managing tax calculations in Dynamics 365 CRM.

So, which of these apps have caught your interest?

Feel free to gift yourselves with any of these smart apps and get a boost to your Dynamics 365 CRM / Power Apps productivity.

And mind you, all these amazing apps are just a click away!

So, click your way to our website or Microsoft AppSource and get first-hand experience on all these apps for a free trial of 15 days.

Our experts are always available to answer your queries and arrange a personal demo on any of these productivity apps; just mail us at [email protected]

Until next time – Stay Safe, Stay Healthy!

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