Opportunity Extensions

Quick Linking of Sales Opportunities with Contacts

Opportunity Extensions Opportunity Extensions

Quick Linking of Sales Opportunities with Contacts

Initial Situation

The Opportunity Connector offers users an easy option for assigning CRM roles to a sales opportunity.

Target

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.

Benefits

  • Improved ease-of-use
  • Saves time, since the data is populated by a mere mouse-click
  • Better overview in terms of the roles and contacts that can be assigned
  • Higher data quality, because changes can be done easily and users are not refusing to do the manual data input

Function

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.

Options

  • Contacts

    All contacts belonging to the account are now available under "Opportunity Connector" and can be assigned to a sales opportunity.

  • Rolls

    All roles stored in the CRM can be used.

Screenshots

Screenshots: Mapping of GUI rolls
 Click image to enlarge

Additional Information

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.

Download & test Sales contact
Prices

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.

Releases
Version 7.1.1
Date of publication 02.08.2016
Language * DE / EN

* Additional languages can be provided on request