Products

Our addons for Microsoft Dynamics 365

Products

ABACUS Interface

ABACUS Interface

Syncronise your masterdata orders, invoices and payments

Address Management

Address Management

Scheduling and historizing of address changes

Address Synchronization

Address Synchronization

Synchronises the Business Address of a Contact with the Address of the Company to which it belongs

AD Password Changer

AD Password Changer

Independent user-assignment of CRM password

Auto Numbering

Auto Numbering

Generates unique Numbers for any Entities

Batch Task Service

Batch Task Service

Define and execute tasks in flexible and timely manner

Copy Objects

Copy Objects

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

Excel Export Restriction

Excel Export Restriction

Granting specific Excel Export Rights

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

Image In Entity

Image In Entity

Displays Images like Photos, Logos, Business Cards in CRM Masks

Invoicing

Invoicing

Invoicing Up Front, directly in the CRM System

Marketing List Hierarchy

Marketing List Hierarchy

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

Marketing List Management

Marketing List Management

Simplified management of Marketing Lists

Meeting Management

Meeting Management

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

Opportunity Extensions

Opportunity Extensions

Quick Linking of Sales Opportunities with Contacts

Personal Settings Deployer

Personal Settings Deployer

Pass the Personal Options of a User to Other Users

Process Extension

Process Extension

Identiy CRM process phases

Prohibit Action

Prohibit Action

Prohibit actions overall user or rights

Sage 50 Interface (Sesam KMU)

Sage 50 Interface (Sesam KMU)

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

Ribbon Set Primary Contact

Set Primary Contact

Set primary-contact with a single mouseclick

Salutation

Salutation

Generates Several Letter Salutations as you Defined them in the Settings

TeamBasedViews

TeamBasedViews

Reduce "Views" precisely to focus on the user relevant information

Zip Complete

Zip Complete

The ZIP Module