Inogic Dynamics 365 CRM Solutions

Dynamics 365 CRM is an extremely powerful Customer Relationship Management tool from Microsoft suite of Products that provides 360 degree view of customer information. It unleashes doors for the Microsoft users to handle their customer information in an organized manner in a single place. However, there are some of the functionalities that are not supported by Dynamics CRM innately but, the best part is you can develop your own solutions and integrate or import them in the Dynamics 365 environment to bridge this gap.

Thus, we at Inogic came up with our pack of apps that strengthen the working abilities of Dynamics CRM even further. This makes Dynamics 365 even more powerful and perform actions that empower the users in multifold.

Dynamics 365 CRM Apps

Here is the list of products we have:

Maplytics – A comprehensive MAPS integration solution for Dynamics 365 CRM | Try from AppSource

Maplytics™ is one of the first geo-analytical mapping solutions to be Certified for Microsoft Dynamics (CfMD) by meeting Microsoft’s highest standard for partner-developed software.

It is a robust map visualization integration app for Dynamics 365 CRM that extracts the geographical insights hidden in the Dynamics CRM data and makes visualization powerful by adding PCF Controls on entity form, dashboard or views. Maplytics empowers its users by enhancing their Routing abilities with turn-by-turn navigation to Google Maps and Waze App, Territory Management to improve geographical performance, Planning Automated Schedule for field professionals using Auto-Scheduling with the ability to Check-In, and giving them the opportunity to search for locations in proximities with Radius Search among other wide range of features.

This geo-locational intelligence of Maplytics enables the users to have in-depth insight in their CRM data. It makes it easy for them to analyze their data and take actionable decisions. With Maplytics, the manager is in a better position from where they can seamlessly manage their territories, regions and launch campaigns and assign tasks that make their employees perform to best of their capacity and therefore, boost the entire business process.

One app that makes your locational intelligence even stronger with an advanced UI supported by Mobiles and Tablets. Read more about Maplytics here.

InoLink – Dynamics 365 CRM & QuickBooks integration | Try from AppSource

Accounts branch is a crucial segment of any organization that maintains financial details. It is necessary to have a secure channel through which all the transactions take place between accounting software and other systems to reduce the cost to the company. Our product InoLink does just the same. It is a cloud-based integration app that provides a secure integration between accounting software Intuit QuickBooks and Dynamics 365 CRM. Therefore, with InoLink, appropiate data is synced between the two systems and you have a 360-degree view of customer accounting information right within your CRM. You can sync one or more QuickBooks company with a single instance of Dynamics 365 CRM and also perform real-time synchronization of data from Dynamics 365 CRM to QuickBooks. Currently, it supports US, UK, Canada and Australia version of QuickBooks. Read more about InoLink here.

Click2Export – Export and attach reports in just 1 Click | Try from AppSource

If you are processing Reports/Word/Excel templates and want to export them outside Dynamics 365 CRM environment in just 1-click, then Click2Export is the right solution for you. It belongs to our suite of productivity apps that provide an easy user experience. With Click2Export, Reports can be exported in Excel, Word, PDF, CSV or TIFF format, Word Templates can be exported in PDF or MS Word format and Excel Templates can be exported in Excel format. You can execute actions on Report/Word templates such as, Attach to Email and Auto-Send Email, Attach to Note, Upload to SharePoint and Download. Another advantage of Click2Export is that you can create Workflow to automate export of Reports/Word Templates and perform similar actions. Moreover, you can set schedule to export and email Reports/Word/Excel Templates at regular intervals. Read more about Click2Export here.

User Adoption Monitor – Make the best of your CRM implementation! | Try from AppSource

In emerging trends of today’s market, there is stiff competition between businesses. Each organization is striving to surpass the other in terms of performance. This in turn, floods the market with new software/systems every hour. The ability to adapt to these new systems by users is called ‘User Adoption.’ User adoption needs monitoring by managers in order to measure their efficiency and understanding. Here our productivity app, User Adoption Monitor comes in picture. It is one from our suite of products and is designed specifically for tracking and monitoring the actions performed by users on OOB and Custom Entities in Dynamics 365 CRM. The frequency of monitoring can be daily/weekly/monthly. This is done without disrupting the system’s process. It is an extraordinary method to know the user’s performance without interference. Read more about User Adoption Monitor here.

Click2Clone – 1-Click app to clone records along with related records | Try from AppSource

In Dynamics 365 CRM, a lot of times while entering data you need to re-enter duplicate data. Manual data entry of duplicate data as it is has statistically proven to be an overhead for any organization. Thus to overcome this, we developed a productivity app for Dynamics 365 viz. Click2Clone that reduces the task of data entry wherever possible. Click2Clone helps in creating new records quickly by cloning existing records in just 1-Click. This cloning can be done for records from one entity to another entity, within the same entity, for related records like products, emails, etc. and the cloned records can be also auto-updated with Click2Clone Workflow. With Click2Clone, you can perform cloning of large data at once like cloning Dynamics 365 records with over 100 line items, in just 1-click. At the same time you can also create multiple copies of one record at single go. Isn’t that amazing! Read more about Click2Clone here.

Attach2Dynamics – Use Document Management Systems | Try from AppSource

Attach2Dynamics enables you to integrate document management systems like SharePoint, Dropbox and Azure Blob Storage with your Dynamics 365. With Attach2Dynamics you can perform actions on attachments like Drag and Drop, Upload/Download, Rename, Delete, Preview, Perform Global Search (Deep Search), etc. It also allows you to create folders, send an email with files as attachments, copy sharable anonymous link of attachments, and decide the location of SharePoint where to upload documents. Attach2Dynamics gives you the ability to bulk migrate Note/Email/Sales Literature attachments to SharePoint, Dropbox or Azure Blob Storage. You can also granularly control which user can use what all actions of Attach2Dynamics with the help of Security Template. Read more about Attach2Dyanmics here.

Alerts4Dynamics – Manage Alerts/Notifications in Dynamics 365 CRM | Try from AppSource

For an organization to function successfully, team communication is extremely crucial. Managers must be able to pass on information to their teams clearly and make the maximum of their productivity. Since it is not possible to hold meetings for every update or send emails every time, a quick way around is to notify the team with updates right within the CRM. This is what Alerts4Dynamics does, it is a versatile productivity app for Dynamics 365 to Alert the team with any kind of information that could be significant to their business right within their CRM. Alerts can be created for any record(s) and sent to target users as notifications which can be accessed from anywhere in the CRM. Read more about Alerts4Dynamics here.

SharePoint Security Sync – Sync Dynamics 365 CRM Security Model with SharePoint | Try from AppSource

SharePoint Security Sync can be rightly said as the advanced version of our existing app Attach2Dynamics. While Attach2Dynamics enables document/attachment management in cloud storage systems like SharePoint, Dropbox & Azure Blob Storage, SharePoint Security Sync focuses on syncing Dynamics 365 CRM security privileges with SharePoint. It will set the security levels for each folder based on the security roles defined in CRM and only users that have access to records in CRM could access the SharePoint folders of those records in SharePoint. Further, just like Attach2Dynamics, you can perform actions on attachments like upload/download, drag & drop, email, delete, preview, copy link, create, rename, etc. in SharePoint. Read more about SharePoint Security Sync here.

Round Robin Routing & Assign – Assign/Distribute Leads Systematically | Try from AppSource

A booming business has to manage incoming leads and provide services to existing customers at the same time. In such cases, auto assigning of leads or records to users improves productivity and efficiency. This led to development of Round Robin Routing & Assign. While the product was conceptualized for the common request of Lead Distribution, the framework is generic and supports auto assigning and distribution of any entity records. Round Robin Routing & Assign enables systematic allotment/assignment of leads to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads and customer queries in an organized way. This ensures fair distribution of workload within each team and improves overall productivity of team leading to higher sales and higher ROI. Read more about Round Robin Routing & Assign here.

Kanban Board – Get Organized Card-based view of Records on Board | Try from AppSource

The term ‘Kanban’ means ‘visual signal’. This product has been designed as a control that you can configure against any view in CRM and visualize the data in the view as a Kanban Board. Here, records are systematically arranged in movable cards in multiple lists based on different criteria. This helps to search and filter records quickly as per business requirement and to move the records from one stage to another in the Kanban view through easy drag n drop. Read more about Kanban Board here.

Map My Relationships – Get Mind Map view of Dynamics 365 CRM Data | Try from AppSource

Any record in Dynamics 365 CRM is usually connected to multiple other important related records either in the form of lookup fields or multiple related data. Map My Relationships provides mind map visualization of that data on a form. As a PCF control it can be placed on the form and configured to show important information spread across the form in a single view with the ability to drill down further to access individual records. It also allows users to easily navigate to related records and create activity records like Email, Phone Call or Appointment. You can thus, get information at a glance leading to quick decisions and swift execution of tasks. Read more about Map My Relationships here.

Click2Undo – 1-Click app to restore data to its last known state

Since Dynamics 365 is a vast customer relation management system, it deals with bulk of data and at several instances its users make changes that are not desired. In case there is an unwanted change, it becomes nearly impossible for the users to restore the previous state and therefore, it can cause a chaos in the business. Altering data, that is not as per business requirement can lead to an overall havoc and the business may come up with many problems. It is always desirable to find a solution that addresses this issue. In order to retain the original state of altered data we have developed the robust app Click2Undo. Click2Undo takes care of any changes done in a record or in case a record is deleted. With the help of this app users can restore deleted data and be in control of their business. Read more about Click2Undo here.

Subscription ManagementManage software subscriptions and automate recurring billing

This app is specifically designed to save time of Software Publishers and Value Added Resellers. Software Management offers flexible billing schedules, instant invoicing, precise product licensing, sending payment reminders and accurate invoices. In case there is a delay in payment, penalty can also be calculated on the invoice. This is all done accurately and efficiently in the click of a button leveraging workflow functionality of Dynamics 365. Read more about Subscription Management here.

Recurring Billing Manager – Automate recurring billing and payment reminders

It is designed to remove manual calculations of billing schedules, payment reminders and penalty calculations and make the process more accurate by automating them. Flexible billing schedule allows billing at any schedule whether daily, monthly, quarterly or annually. Similarly invoices can also be created in the click of a button and same goes for reminders. Utilizing a set of Reminder Rules, you control when reminders are sent, the email templates used, and which contacts receive the messages. Read more about Recurring Billing Manager here.

Auto Tax Calculator – Automated Tax Calculations and integration with AvaTax from Avalara | Try  from AppSource

In any organization that sells products often taxes are applied on them. Since many organizations embrace Dynamics 365 for their Sales, with the help of Tax Processing software now tax can be calculated directly within the CRM. With this automated tax calculation there is increased accuracy by eliminating manual calculations and time and cost effective performance. Tax Processing app can also be used with integration of Avalara AvaTax app for calculating more complex tax structures. With AvaTax there is no need to maintain tax schedule and tax details and cloud storage of taxes applied is maintained. Read more about Auto Tax Calculator here.

This was our suite of productivity apps that have been enhancing the functionality of Dynamics CRM profoundly. We know you will love them and would be ecstatic to Partner with us and contribute in our journey of Dynamics 365 CRM. Our solutions lie in high demand zone and have been extremely popular. So, join us and take your Dynamics 365 CRM experience to the crest.

Write to us at crm@inogic.com for further queries and we would love to demonstrate our products to you. Also, keep visiting this space for Dynamics 365 tips and tricks.

Thank You!