Our addons for Microsoft Dynamics 365
Syncronise your masterdata orders, invoices and payments
Scheduling and historizing of address changes
Synchronises the Business Address of a Contact with the Address of the Company to which it belongs
Generates unique Numbers for any Entities
Copy Objects of any Entity including linked Objects at the Click of a Button
Import, Update and Delete data in all standard and customized entities
Generate Documents based on CRM Data
Optimized Customer Data Quality thanks to Direct Access to a Number of External Data Sources
Current Swiss D&B Business Information directly into the CRM
Master Data Updated Daily from the Phone Book in the CRM
Historize Employer Changes & Ensure Data Consistency
Granting specific Excel Export Rights
Manual checking and merging of any two entities
Automated suggestion of appointments with a simple click
Displays Images like Photos, Logos, Business Cards in CRM Masks
Invoicing Up Front, directly in the CRM System
Add hierarchical keywords to accounts, contacts and leads with a simple click
Enhance the Productivity of Scheduling and Reporting Appointments incl. Availability Check
Pass the Personal Options of a User to Other Users
Syncronise your masterdata (customer / addresses / accounts / contacts), orders, invoices and payments
Generates Several Letter Salutations as you Defined them in the Settings
Create automatically invoices for a selection of closed cases at your fingertips
The ZIP Module
