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WhatsApp Dynamics 365 CRM Integration | Inogic

WhatsApp4Dynamics is a productivity app designed for Microsoft Dynamics 365 CRM and provides a seamless integration between WhatsApp and Microsoft Dynamics 365 CRM., enhancing communication capabilities within the CRM ecosystem. This app enables users, including sales, services, and marketing teams, to interact seamlessly with customers, prospects, and business partners globally using WhatsApp. By staying within the CRM platform, users can efficiently communicate, serve customers, market products and services, and reach clients swiftly and effectively. WhatsApp4Dynamics facilitates concise and informative messaging, allowing businesses to elevate their customer reach and streamline communication processes, replacing lengthy emails with short and impactful messages.

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Detect, Prevent, and Merge Any and All Duplicate Dynamics 365 CRM Records

DeDupeD is a powerful tool for Microsoft Dynamics 365 CRM that automatically detects and merges duplicate records. It streamlines the process by using predefined rules, preventing potential duplicates, bulk merging historical records, and resolving missing data. This tool enhances productivity, saves time, and ensures a clean and organized CRM system.

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Attachment Management in Dynamics 365 CRM

Attach2Dynamics is a robust Microsoft Dynamics 365 CRM/Dataverse storage app designed to seamlessly integrate with external cloud storage solutions such as SharePoint, Dropbox, and Azure Blob Storage. This application streamlines the management of attachments, notes, documents, and other files within Dynamics 365 CRM by efficiently moving them to a user's preferred cloud storage in real-time.

Key Features:

Real-time Integration:

Attach2Dynamics ensures a real-time, seamless integration between Microsoft Dynamics 365 CRM/Dataverse and external cloud storage platforms like SharePoint, Dropbox, and Azure Blob Storage.

Cloud Storage Support:

The app supports popular cloud storage solutions, providing users with flexibility in choosing their preferred storage platform.

Dynamic File Management:

Users can easily manage all attachments, notes, documents, and other files associated with a Dynamics 365 CRM record directly from within the CRM environment.

Unified View:

Attach2Dynamics offers a simplified view of all files and folders stored in the selected cloud storage, allowing users to access and manage their data seamlessly.

Common Operations:

Perform common file and folder operations directly within Dynamics 365 CRM, including drag and drop, upload, delete, rename, and more, enhancing user convenience and productivity.

Enhanced Collaboration:

By integrating with external cloud storage, Attach2Dynamics facilitates improved collaboration among Dynamics 365 CRM users, ensuring that files are stored and accessed efficiently.

Efficient Record-Related Management:

Users can efficiently manage files and folders associated with specific CRM records, providing a more organized and structured approach to data storage.

Benefits:

Streamlined Document Management:

Attach2Dynamics streamlines the process of managing documents within Dynamics 365 CRM by seamlessly integrating with external cloud storage.

Enhanced User Experience:

Users benefit from a simplified and intuitive interface, allowing them to perform common file operations without leaving the Dynamics 365 CRM environment.

Improved Collaboration:

The integration with cloud storage solutions promotes efficient collaboration and ensures that files are accessible to relevant team members.

Time and Cost Savings:

Real-time integration and simplified file management contribute to time and cost savings, making business processes more efficient.

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Dynamics 365 CRM Clone Records

Click2Clone is a solution designed to enhance the cloning capabilities within Microsoft Dynamics 365 (formerly known as Dynamics CRM). Click2Clone is developed by Inogic, a company that specializes in creating productivity solutions for Dynamics 365.

Key features of Click2Clone may include:

Entity Cloning: Click2Clone allows users to clone records within Dynamics 365, creating copies of entities such as leads, accounts, contacts, opportunities, and more.

Related Records Cloning: Users can clone not only the main record but also related records associated with it. This can include related activities, notes, and other connected data.

Mapping Fields: Click2Clone may provide options to map fields between the original and cloned records, ensuring that relevant data is carried over accurately.

Clone Workflows and Business Process Flows: The solution might support cloning workflows and business process flows associated with records, maintaining the automation and processes linked to the original data.

Template Cloning: Users may have the ability to create and use cloning templates, allowing for predefined configurations when cloning records.

Bulk Cloning: Click2Clone might offer bulk cloning features, enabling users to clone multiple records simultaneously.

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Maps for Dynamics 365 CRM

Maplytics is a geospatial mapping and analytics solution built for Microsoft Dynamics 365. It is designed to enhance the capabilities of Dynamics 365 by integrating mapping and location intelligence features. Maplytics allows users to visualize and analyze their CRM (Customer Relationship Management) data on a map, providing a geographical perspective to their business data.

Key features of Maplytics may include:

Map Visualization: Users can view their Dynamics 365 data on an interactive map, making it easier to understand the geographical distribution of customers, leads, or other relevant information.

Route Optimization: Maplytics may offer route planning and optimization features, helping sales and service teams plan efficient routes for their field activities.

Spatial Analysis: Users can perform spatial analysis on their CRM data, uncovering insights based on location-based patterns and trends.

Geo-Analytics: The solution may provide tools for geo-analytics, allowing users to perform various analytical tasks on their mapped data.

Territory Management: Maplytics may assist in defining and managing sales territories based on geographical parameters.

Proximity Search: Users can conduct searches based on proximity to a location, helping them identify nearby opportunities or customers.

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Clone Dynamics 365 CRM Child Records

Click2Clone is a productivity app for Microsoft Dynamics 365 CRM which enables users to clone/copy Dynamics 365 CRM records from any OOB as well as custom entities of Dynamics CRM to another including its related child records12

Significant features of Click2Clone include:

Clone/Copy System and Custom entities of Dynamics 365 CRM.

Easy on installation and configuration for the end-user.

Copy/Clone existing Dynamics 365 CRM records along with the child records.

Carry over related records through 1:N & N:N Custom relationship1

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Business Process Checklist

Business Process Checklist is a Microsoft AppSource preferred app that provides users an effective way to enforce playbooks consisting of best practices to follow at every stage of the business process through checklists that serve as prerequisites for each stage, so users can easily implement business-specific rules and ensure compliance. Create plans in the form of checklists/processes against any OOB or Custom record in Microsoft Dynamics 365 CRM, resulting in standardized best practices. Playbooks facilitate the advancement of the process by alternate stakeholders, even when specific process owners are unavailable.

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Gamification within Dynamics 365 CRM

Gamifics365 is a productivity app that aims to enhance Dynamics 365 CRM productivity and adoption by creating an enriching and motivating environment for CRM users through gamification and engaging games and activities. It provides a medium to create appealing games to encourage a healthy competition between both individuals and teams combined. These games help to ignite the competitive spirit of CRM users and motivates them to achieve over and beyond their individual capability. The daily stressful routine work can be converted to something livelier and fun with this gamification app resulting in higher productivity and better business growth rate.

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Microsoft Dynamics 365 for Field Service is the next generation of cloud-based enterprise-ready intelligent business applications for field service management to help the user to streamline the field service process and deliver an exceptional onsite experience.

Microsoft Dynamics 365 Field Service Module looks after the schedules of the technicians, the tickets raised by the clients for services required, schedule boards, and overall resource management.

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Games Dynamics 365 CRM

Gamifics365 is a productivity app that aims to enhance Dynamics 365 CRM productivity and adoption by creating an enriching and motivating environment for CRM users through gamification and engaging games and activities. It provides a medium to create appealing games to encourage a healthy competition between both individuals and teams combined. These games help to ignite the competitive spirit of CRM users and motivates them to achieve over and beyond their individual capability. The daily stressful routine work can be converted to something livelier and fun with this gamification app resulting in higher productivity and better business growth rate.

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Task management in Dynamics 365

Business Process Checklist is a Dynamics 365 CRM productivity app that helps users to simplify their internal processes by enforcing the best plan of action for day-to-day activities. Once the sales manager or administrator creates a checklist/plan/to-do list, it will automatically get connected against records or Business Process Flows when set conditions are met. Be it custom, OOB entities or custom flows, users will have a predefined set of actions reflecting the organization’s best practices to perform. With Business Process Checklist, set a plan of action for your salespeople/customer executives to follow and in the order, they want them to follow. Increase user productivity by better aligning your business processes with Business Process Checklist within your Dynamics 365 CRM.

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Dynamics 365 CRM SharePoint Integration

Attach2Dynamics is a Microsoft Dynamics 365 CRM/Dataverse storage app that seamlessly integrates with external cloud stores like SharePoint, Dropbox, and Azure Blob Storage. It moves all your Dynamics 365 CRM attachments, notes, documents, and other files to your preferred cloud storage in real time. With Attach2Dynamics, manage all your cloud-stored files and folders associated with a CRM record right from within Dynamics 365 CRM environment. Get a simplified view of all your files and folders stored in cloud storage, perform common files and folder operations like drag and drop, upload, delete, rename, and more right from within Dynamics 365 CRM.

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Dynamics CRM Development Services

Power Platform offers a robust suite of tools that enables businesses to create custom applications, automate workflows, and gain actionable insights from data. With Inogic as your trusted development/ back office partner, you can unlock the full potential of Power Platform and take your business to new heights! Visit our Services page or connect with Inogic experts to leverage and unleash the power of Microsoft Power Platform and achieve all your organization and digital transformation goals. Do have a look at our video to get a better understanding of our services or to watch more such videos follow our YouTube Channel.

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Mailchimp Dynamics CRM Integration

Marketing4Dynamics is a productivity app providing integration between Dynamics 365 CRM and Mailchimp. It syncs Mailchimp and Dynamics 365 CRM customers along with their marketing statistics data ensuring easy and quick access to information without navigating from one application to another. Complete details of marketing campaigns and other member activities executed through Mailchimp is made available within Dynamics 365 CRM. This gives an advantage while planning and executing marketing activities and increases the productivity of Dynamics 365 CRM users.

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Click2Clone is a productivity app which enables users to clone/copy Dynamics 365 CRM records from any OOB as well as custom entities of Dynamics 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.

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Gamifics365, a preferred gamification app on Microsoft AppSource, aims to boost user adoption and productivity on Microsoft Dynamics 365 CRM by energizing and inspiring CRM users' environments through enjoyable games and activities. It provides a platform for creating various types of fun games that encourage healthy competition between individuals and teams. With the aid of this Microsoft Dynamics 365 CRM solution, mundane daily work can be transformed into something more interesting and exciting, increasing performance and hastening corporate growth. Gamifics365's best feature is enabling CRM users to engage in the game and evaluate progress via mobile app.

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Attach2Dynamics – a Preferred Solution on Microsoft AppSource – is a quite popular document management app that provides seamless attachment management in multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage from within Dynamics 365 CRM.