Webinar - Click2Undo

15 July 2020

In this webinar, you will learn about our latest 1 Click productivity app – Click2Undo. Click2Undo helps you to undo changes and restore Dynamics 365 CRM records to its last known state. With just a single click you can undo changes in single or multiple records, restore changes done in the past and so on. In short, it is the unique ‘crtl+z’ button created just for Dynamics 365 CRM users. So, now with availability of this app you can perform your daily tasks more efficiently and effectively.

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Webinar - Automate lead assignment to avoid cherry-picking & even distribution of workload!

29 May 2020

Cherry-picking of Leads often results in the loss of potential customers and low sales. Our this session in webinar series will be focused on the productivity app ‘Lead Assignment and Distribution Automation’, which will help you to evenly distribute or assign Leads between your team members automatically, thereby avoiding cherry-picking.

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Webinar - Provide a complete view of Customer accounting history to Sales Rep with InoLink:QuickBooks

27 May 2020

Accounts and Sales department are important for the growth of an organization. This session in this special webinar series will be based on InoLink which provides integration between Intuit QuickBooks and Dynamics 365 CRM.

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Webinar - Track, review & administer CRM usage & top-performing employees with leaderboards

15 May 2020

In this webinar series, our this session is on User Adoption Monitor – a productivity app that monitors and tracks user adoption of Dynamics 365 CRM by end users. With this app you can keep track of user actions such as create, read, update, qualify lead, send, close, etc. on daily, weekly and monthly basis. It is an effective tool for managers or administrators for monitoring the usage of Dynamics 365 CRM.

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Webinar - Setup Alerts and Notify your users of important messages using Alerts4Dynamics!

13 May 2020

The next session of our special webinar series will be focused on the popular notification app for Dynamics 365 CRM – Alerts4Dynamics. With this app, you can create, schedule and manage alerts in multiple languages for different entities in Dynamics 365 CRM. You can send alerts through email, pop-ups or form notification which can be accessed from anywhere in CRM.

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Webinar - Stretch The Field Productivity To Its Extent With Maplytics!

8 May 2020

In this webinar, we introduced new features like Proximity Search, Route Optimization, Truck Routing, Auto-Scheduling and Check-In features to improve your field presence & perform more effectively on map.

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Webinar - Two new Data Visualization options for Dynamics 365 data - Kanban Board & Mind Map View!

6 May 2020

This session of our special webinar series is on our two most popular data visualization productivity controls – Kanban Board and Map My Relationships.

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Webinar - Replicate CRM security model in SharePoint and manage Dynamics 365 CRM attachment on cloud storage of your choice

29 April 2020

This webinar throws a spotlight on two of our most popular apps Attach2Dynamics and SharePoint Security Sync.

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Maplytics Webinar - Prerequisites To Get Maplytics Started And Overview Of Detail Map!

22 April 2020

In this webinar, we introduced new features of Maplytics like Individual Map, Area of Service, Detail Map Overview, Multiple Categories, Custom Pushpins, Overlay and Census Data features.

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Click2Export Webinar - 1 Click to export and auto send Dynamics 365 Report, Templates as email attachments or upload to SharePoint or Notes!

17 April 2020

This webinar focuses on 1-Click productivity app Click2Export for Dynamics 365 CRM. Click2Export export Reports, Word and Excel Templates in various formats. The webinar throws a spotlight on exporting these reports and templates in a single click or at regular intervals through scheduling and automating the process of exporting them.

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Webinar: One-click solution to clone Dynamics 365 records along with the related records!

15 April 2020

Improve the productivity and efficiency of your team with Click2Clone for Dynamics 365 and Power Apps. This webinar throws a spotlight on the various ways in which you can clone Dynamics 365 records.

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Webinar: Visualize tabular Views as Maps with Maplytics PCF Components and create optimized routes for truck!

10 April 2020

Our target with every release is to improve the visualization capability and field presence for Dynamics 365 users. Keeping this in consideration, with our April 2020 release we have empowered the users and field reps with features of more utility that will boost their analytical power and make visualization of records easier on map. We have added a new PCF control along with few new introductory capabilities for Maplytics.

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Webinar: Improve your productivity by automating assignment of leads to your Sales Team

26 March2020

To pursue the large number of leads, organizations usually allow allotment of Leads by cherry-picking by sales reps. This may result in missing out on potential Leads and restricts fair opportunity to all reps. To overcome this, we have developed an app Lead Assignment and Distribution Automation that enables managers to set up a system for automatically assigning Leads to the sales reps as per their capacity.

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Webinar - Attach2Dynamics & SharePoint Security Sync

19 February 2020

This webinar throws a spotlight on two of our most popular apps Attach2Dynamics and SharePoint Security Sync. SharePoint Security Sync, as the name suggests, is an app that replicates real-time Dynamics 365 security model in SharePoint. It is a powerful enhancement of our productivity app Attach2Dynamics that integrates cloud storage like SharePoint, Dropbox and Azure Blob Storage with Dynamics 365.

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Click2Export Webinar - 1-Click / Auto-Schedule Export of Dynamics 365 Reports / Excel / Word Templates

22 January 2020

This webinar was all about our very own Microsoft Preferred 1-Click Productivity app – Click2Export. Here we focused on how Click2Export helps to schedule, automate and export Dynamics 365 CRM report/word/excel templates in just a single click. View the recording and get in depth detail about this amazing productivity app.

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Webinar: First look of our 4 new Productivity Apps for Dynamics 365 CRM and PowerApps!

4 December 2019

This webinar throws a spotlight on two of our most popular apps Attach2Dynamics and SharePoint Security Sync. SharePoint Security Sync, as the name suggests, is an app that replicates real-time Dynamics 365 security model in SharePoint. It is a powerful enhancement of our productivity app Attach2Dynamics that integrates cloud storage like SharePoint, Dropbox and Azure Blob Storage with Dynamics 365.

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Revamping Field Activity Tracking & Data Visualization within Dynamics 365 and newly added PCF Controls

6 October 2019

In this webinar we introduced new features of Maplytics October 2019 release that will enable better visualizuation of data and improve the tracking of field activities.

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QuickBooks Online and Dynamics 365 CRM integration - Get 360 degree view of Customer Data!

18 September 2019

InoLink provides bi-directional integration of Intuit QuickBooks Online and Dynamics 365 CRM. This is a breakthrough in the world of Sales and Accounting systems. With InoLink, you can leverage the capabilities of QuickBooks and provide 360-degree accounting view of customer information right within Dynamics 365. In this webinar we have showcase how integration of QuickBooks and Dynamics 365 can help enhance your business ROI.

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Alerts4Dynamics Webinar: Create, Schedule & Track Alerts and Notifications for your Dynamics 365 users in a smart way!

7 August 2019

In this webinar, we have discussed our new app Alerts4Dynamics. With the inception of our new solution creating, scheduling and tracking alerts /notifications for different entities in Dynamics 365 CRM has become much easier. You will be able to notify/alert Dynamics 365 users about important updates/events through Email, Pop-ups and Form notifications by using Alerts4Dynamics.

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1 Click to Clone & 1 Click to Export Dynamics 365 CRM records – Its possible

26 June 2019

In this webinar, we have explored two of our productivity apps Click2Export and Click2Clone. The combined features of these add-ons augment the efficiency of business processes.

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Maplytics March 2019 release – Enhancing Location Analytics within Dynamics 365!

29 May 2019

This webinar was dedicated to March 2019 release, where we appended Maplytics – Map Integration with Dynamics 365 - with some features that will enhance the analytical capabilities of users significantly.

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Maplytics October 2018 Release: Managerial Decision Making

23 and 24 January 2019

The focus of this webinar was October release, which covered some very significant features that enhanced the level of analytical and planning power of managers who are regularly using Maplytics within Dynamics 365 CRM.

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Attach2Dynamics Webinar - Manage Your Dynamics 365 CRM documents on SharePoint and Dropbox!

27 Feb 2019

In this webinar we introduced our new Dynamics 365 CRM app - Attach2Dynamics. It is a powerful solution that boosts the performance of Dynamics 365 CRM exceptionally by enabling features such as Drag & Drop, Rename, Create Folder, Upload/Download, etc. that are not natively supported.

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PowerPlatform & SharePoint Better Together - Now with Security Sync

Aug 8, 2020 12:15 PM EST

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Location Intelligence Simplified for Power Platform: Geo-Analytics, Routing, GeoSearch & Territory

Aug 20, 2020 10:45 AM EST

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Greytrix Webinar