Products

Our addons for Microsoft Dynamics 365

Products

ABACUS Interface

ABACUS Interface

Syncronise your masterdata orders, invoices and payments

AutoNumbering

AutoNumbering

Generates unique Numbers for any Entities

BatchTaskService

BatchTaskService

Define and execute tasks in flexible and timely manner

CopyObjects

CopyObjects

Copy Objects of any Entity including linked Objects at the Click of a Button

CSV/TXT Interface

CSV/TXT Interface

Import, Update and Delete data in all standard and customized entities

Document Generator

Document Generator

Generate Documents based on CRM Data

Data Quality Source Plattform

Data Quality Source Plattform

Optimized Customer Data Quality thanks to Direct Access to a Number of External Data Sources

D&B CRM Connect

D&B CRM Connect

Current Swiss D&B Business Information directly into the CRM

Directories ETV Connect

Directories ETV Connect

Master Data Updated Daily from the Phone Book in the CRM

Employer History

Employer History

Historize Employer Changes & Ensure Data Consistency

External Data Merger

External Data Merger

Manual checking and merging of any two entities

Field Sync

Field Sync

Data-synchronization of all CRM standard and custom entities

Ribbon Gender Complete

Gender Complete

"GenderComplete“ Matches and Stores Automatically the Gender, Corresponding to the first Name

Invoicing

Invoicing

Invoicing Up Front, directly in the CRM System

MarketingExtensions

Transparency about ROMI (Return on Marketing Investment)

Marketing List Hierarchy

Marketing List Hierarchy

Add hierarchical keywords to accounts, contacts and leads with a simple click

Meeting Management

Meeting Management

Enhance the Productivity of Scheduling and Reporting Appointments incl. Availability Check

PhoneNumberFormatting

PhoneNumberFormatting

Phonenumber Formatting

Sage 50 Interface

Sage 50 Interface

Syncronise your masterdata (customer / addresses / accounts / contacts), orders, invoices and payments

Salutation

Salutation

Generates Several Letter Salutations as you Defined them in the Settings

Ribbon Set Primary Contact

Set Primary Contact

Set primary-contact with a single mouseclick

Zip Complete

Zip Complete

The ZIP Module