Thank You so very much to all our Partners and End Users for making this possible, we are quite excited to share this great news that all your favourite Inogic Dynamics 365 CRM/PowerApps apps now have this badge of Preferred Solution on Microsoft AppSource.
To get this badge each app has to go through a thorough quality control test. A team of Microsoft experts validates each of these apps based on their quality, performance and level of customer satisfaction. And all our apps listed on AppSource have passed this scrutiny and garnered the Preferred Solutions on AppSource badge.
Start with Confidence by downloading a free trial from AppSource, till then let’s walk you through each of these Preferred Apps for Dynamics 365 CRM and Power Apps.
Maplytics – Dynamics 365 CRM and Bing Maps Integration (Certified for Microsoft Dynamics)
Maplytics™ is a geo-analytical mapping app that provides seamless Bing Maps and Dynamics 365 CRM/ Power Apps integration with features like Territory Management, Radius Search, Appointment Planner, Optimized Routing, PCF Controls, Census Data, Heat Maps, Truck Routing, etc. It is Certified for Microsoft Dynamics 365 (CfMD) and helps businesses around the world to plot, plan, visualize and analyze Dynamics CRM data on map and offer seamless mapping services.
Take a free trial today from Microsoft AppSource or Maplytics Website
InoLink – Integration between QuickBooks and Dynamics 365 CRM
InoLink is a cloud-based productivity app that provides integration between Dynamics 365 CRM and Intuit QuickBooks. It synchronizes transaction history and aging details from Quickbooks to Dynamics 365 CRM to provide 360-degree view of customer information. With InoLink, users will be able to calculate tax for transactions within Dynamics 365 CRM and send Quotes/Orders/Invoices from Dynamics 365 to QuickBooks.
Take a free trial today from Microsoft AppSource.
User Adoption Monitor – Manage & Analyze Dynamics 365 CRM Process
User Adoption Monitor tracks and monitors the actions performed by 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. 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.
Take a free trial today from Microsoft AppSource.
Click2Clone – 1 Click to Copy/Clone Dynamics 365 CRM Records
Click2Clone enables users to clone/copy Dynamics 365 CRM records from any OOB as well as custom entities of Dynamics 365 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.
Take a free trial today from Microsoft AppSource.
Click2Export – 1 Click to Schedule, Export & Email Dynamics 365 Reports/CRM Views/Templates
Click2Export provides easy user experience of exporting any of the Dynamics CRM Reports/Word/Excel templates and CRM Views data in just one click. With Click2Export, user can export the data in 5 different file formats – Excel, Word, PDF, CSV or TIFF. Moreover, one can schedule and export reports/word/excel and CRM Views data at regular intervals. You can even attach as Note or upload to SharePoint all this in 1 click.
Take a free trial today from Microsoft AppSource.
Click2Undo – 1 Click to Undo and Restore Dynamics 365 CRM data to its last known state
Click2Undo enables users to undo changes and restore records to its previous known state with just a single click. Be it the last change made to the records or changes that were done in the past, be it a single record or multiple records; Click2Undo can do it without any hassle. In a way, Click2Undo is your own ‘ctrl+z’ button for Dynamics 365 CRM and Power Apps.
Take a free trial today from Microsoft AppSource.
Alerts4Dynamics – Alerts / Notifications management in Dynamics 365 CRM
Alerts4Dynamics is a productivity app for creating, scheduling and managing alerts and notifications for different entities in Dynamics 365 CRM. These alerts can be viewed as pop-ups, form notifications or send through emails. Users can 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 Dynamics 365 CRM.
Take a free trial today from Microsoft AppSource.
Attach2Dynamics – Attachment/Cloud Storage Management for Dynamics 365 CRM
Attach2Dynamics provides native integration between Dynamics 365 CRM and cloud storage like SharePoint, Dropbox and Azure Blob Storage. It enables features like drag and drop, browse, and choose multiple files or a folder at a single instance to upload to the cloud storage of choice. It has an easy to view UI for viewing all the files & folders in the configured cloud storage against the current record. Users can further rename, create, email, delete, preview files/folders and generate a sharable link of the file or the folder to provide it in the email directly from within Dynamics 365 CRM.
Take a free trial today from Microsoft AppSource.
SharePoint Security Sync – Synchronize Dynamics 365 CRM and SharePoint Security Model
SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM / Power Apps with SharePoint for document management. 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 by not just allowing for associating document folders against CRM records but also sync the security privileges from Dynamics 365 CRM to SharePoint to ensure secure and reliable access to confidential documents stored in SharePoint.
Take a free trial today from Microsoft AppSource.
Kanban Board – Card-based Kanban view for Dynamics 365 CRM & Power Apps
Kanban Board helps to visualize your Dynamics 365 and 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 identifies the status of the records. A visual tool to move the records across lanes and rows to quickly update the underlying field values. Apart from this it also allows for quick action shortcuts to record activities against these without too many clicks.
Take a free trial today from Microsoft AppSource.
Map My Relationships – Mind Map Visualization of Dynamics 365 CRM records
Map My Relationships 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 records various activities like phone calls, emails or appointments for the related records. Users can thus, get information at a glance leading to quick decisions and swift execution of tasks.
Take a free trial today from Microsoft AppSource.
Round Robin Routing & Assign – Automatic Round Robin Assignment of Work Items
Round Robin Routing & Assign systematically allocates or distributes Work Items (or any other entity records) recorded in Dynamics 365 CRM. This app ensures a fair distribution of workload within each team by honouring their individual capacity. It helps managers to allocate and distribute workloads in an organized way. With automated distribution and assignment, Round Robin Routing & Assign helps to improve the efficiency of Dynamics 365 CRM users resulting in higher sales and profit.
Take a free trial today from Microsoft AppSource.
Auto Tax Calculator – Efficient & Effortless Automatic Tax Calculations
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, users can eliminate manual calculations, increase accuracy, save time for the entire team and get taxes applied correctly the first time when tax season rolls around. Auto Tax Calculator App also allows managing Tax rates within Dynamics 365 CRM. Users have the option to either manually maintain the tax rates or integrate with AvaTax from Avalara.
Take a free trial today from Microsoft AppSource.
With all these amazing apps just a few clicks away; don’t wait any longer!
Start with Confidence, download and explore them for a FREE TRIAL period 15 days.
And feel free to mail us at crm@inogic.com for personal demos!
Until then – Stay Safe, Stay Healthy!