The Opportunity Connector offers users an easy option for assigning CRM roles to a sales opportunity.
The purpose of the AddOns is to simplify the procedure for the user by storing important data without too much effort. This supports complete information storage without the need for multiple mouse-clicks.
A frame is now available in the GUI for the entity "Sales Opportunity", which makes it possible to directly assign the "role" of a contact within the sales opportunity of the respective contact.
All contacts belonging to the account are now available under "Opportunity Connector" and can be assigned to a sales opportunity.
All roles stored in the CRM can be used.
No documents available
Always the adapted AddOn version!
The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.
No recommended AddOns
|AddOn Opportunity Extensions|
|Server license < 51 User||900 CHF|
|Server license < 101 User||1350 CHF|
|Server license < 201 User||1800 CHF|
Annual Software Assurance is 18% of the license price
In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.
|Date of publication||02.08.2016|
|Language *||DE / EN|
* Additional languages can be provided on request