Products

Our addons for Microsoft Dynamics 365

Products

ABACUS Interface

ABACUS Interface

Syncronise your masterdata orders, invoices and payments

Ribbon Activity Closer

Activity Closer

Select Multiple Activities of Multiple Types and close them all together by a Single Click

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

Advanced Exporter

Advanced Exporter

With the AdvancedExporter you can Export user defined CRM Views of any desired Entities to CSV Files in a Scheduled Manner

Auto Numbering

Auto Numbering

Generates unique Numbers for any Entities

Bulk Email Attachements

Bulk Email Attachements

Attach Files to Personalized Bulk e-Mails

Copy Sales Object

Copy Sales Object

Copy opportunities, invoices, orders and quotes with a single click

Copy Service Object

Copy Cases and Contracts with a Single Click

Create Contact from Email Signature

Create and Enrich Accounts, Contacts and Leads based on E-mail Signatures

Ribbon Credit Check

Credit Check

Creditcheck with one click

Ribbon CSV/TXT Interface

CSV/TXT Interface

Creditcheck with one click

CTI Swyx

Increase your Coworkers Phone Productivity and Competence for Swyx Phones

CTI Tapi

Increase your Coworkers Phone Productivity and Competence - for telephone systems with TAPI interface

Data Quality Source Plattform

Data Quality Source Plattform

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

Document Importer

Document Importer

Import Documents in Any Entities

Email Completer

Email Completer

Validate, correct and complete E-Mail adresses automatically

Email Template Import

Email Template Import

Imports personal E-Mail Templates throw an URL. The linked HTML document is taken as Template. The document also could have merge fileds

Employer History

Employer History

Historize Employer Changes & Ensure Data Consistency

Entity to Word Export

Entity to Word Export

Generates documents from CRM data

Directories ETV Connect

Directories ETV Connect

Master Data Updated Daily from the Phone Book in the CRM

Geo Scheduler

Automated suggestion of appointments with a simple click

Give a Gift

Give a Gift

Gifts for you customers: Reduce your envolvement in logistics

Ribbon Google Search

Google Search

Search for Accounts, Contacts and Leads in Google

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

Meeting Management

Meeting Management

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

SMS

SMS

Send simple and bulk SMS with free text or completely personalized

Personal Settings Deployer

Personal Settings Deployer

Pass the Personal Options of a User to Other Users

Rating

Rating

Objective evaluation of sales opportunities

Route Planner

Route Planner

Visualization of locations and calculation of optimal routes

Sage 200 Interface (Simultan ERP)

Sage 200 Interface (Simultan ERP)

Syncronize your data (accounts, contacts, invoices, payments) with Sage200

Sage 50 Interface

Sage 50 Interface

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

Sales Level Management

Sales Level Management

Based on the sales levels the relation intensity/strength to customers (companies) and contact persons (contacts) can be controlled and measured specifically

Salutation

Salutation

Generates Several Letter Salutations as you Defined them in the Settings

Service Case Invoicing

Service Case Invoicing

Create automatically invoices for a selection of closed cases at your fingertips

SharePoint Integration

SharePoint Integration

Integrate SharePoint document libraries with Microsoft Dynamics CRM

Zip Complete

Zip Complete

The ZIP Module