Title: Five Must Have Plugins For Microsoft Dynamics 365 CRM
1Five Must Have Plugins For Microsoft Dynamics
365 CRM
- We cannot ignore the fact the world sculpts
itself in a new shape every day with the
injection of ecommerce. Entrepreneurship also
has its own kind of technology driven motivation.
Ecommerce, Entrepreneurship, and technical
innovations, all go hand in hand. Moreover, they
all play a major role in sculpting our world. - What does an eCom entrepreneur need? The primary
thing that creates a mature entrepreneur is an
idea. In addition to an idea, having a knack of
grabbing opportunities develops
entrepreneurship. Entrepreneurs must know that
the growth of their business is directly related
to the user's happiness! The more the users enjoy
their shopping experience, the more they tend to
like you. - Apart from the shopping experience, another
aspect you need to focus is on customer
relationship management. Microsoft Dynamics CRM
is one such tool that governs this. To boost
relationship management, various other tools from
AppJetty are the products that you need. - Inventory and Warehouse Management in our
hyperactive world is a serious task. In fact, to
manage the supply chain and the delivery system
itself a mammoth task! Managing the inventory
with a few, other tasks necessitate the tools for
your online portals. - AppJetty has the capacity and range of products
that act as catalysts for your online firm. It is
a one stop solution for all your eCom troubles.
Here we discuss the top five, AppJetty powered
dynamics CRM tools that aid you in managing your
customers. - Here are the five best MS CRM dynamics 365
Plugins to enhance your managerial skills - Calendar 365
- Mappyfield 365 for Dynamics CRM
- Inventory Manager
- Custom Auto Numbering for Dynamics CRM
- Smart Alerts for Dynamics CRM
- Here is an introduction to each one of these in
detail - 1. Calendar 365 for Dynamics CRM
2the calendar in multiple view formats like List
View, Timeline View, Gantt View, Top down View,
and Agenda View along with Day, Day Span, Week,
and Month View. Why Calendar 365 for Dynamics
CRM? An ideal CRM software should take care of
tasks of all your departments and help the
workers of your firm to connect with the clients
in a healthier way. It lets you bring all the
workers on a common platform. It takes ownership
of different aspects of your firm and improves
productivity. Calendar 365 for Dynamics CRM is a
calendar solution for Dynamics CRM, which helps
management of activities. It helps you keep track
of all the CRM users. It gives you a birds eye
view on yours and your team members tasks. You
will never miss important events and deadlines
as you always get notifications. A super admin
authorization allows you to personalize the look
of the tasks in the calendar according to the
priority. You can also view holidays apart from
managing day-to-day activities, specified by the
admin. With the assistance of Microsoft Dynamics
CRM activity calendar Plugin, you can also look
at the activities form one of the statuses
including Cancelled, Completed Open, and
Scheduled. Investing into Calendar 365 for
Dynamics CRM can be a wise investment
idea. Request Demo 2. Mappyfield 365 for
Dynamics CRM Having all your contacts
information in CRM and a separate map to reach
them becomes tedious. Instead, if you are able
to visualize all your CRM contacts with full
details right on the map you can get rid of
back and forth and save time. Our Mappyfield 365
for Dynamics CRM empowers you with that ability.
It is a next-gen CRM mapping plugin that helps
you visualize all your CRM data on the map.
Further, you also get the support for PowerApps
(CDS) with it. This ready-to-integrate and
interactive mapping plugin is an ideal fit for
all the sales managers and reps. Our team has
ensured to equip this tool with all the
cutting-edge features you seek in a mapping
tool. This tool provides territory alignment and
management, geo-analytical dashboard, live
tracking, heat maps, check-in/check-out for
users, route optimization and sharing, and any
other feature you name. If you want to
streamline your sales territory management, this
plugin is worth considering. Request Demo
33. Inventory Manager Before understanding
product features, you should understand the
importance of inventory management. Inventory
Manager is the most vital element of any business
and manufacturing economy. It manages the demand
and supply chain after the manufacture of goods
and before shipping them to the delivery
location. If there is inventory mismanagement,
your supply chain can have bottlenecks. The
products may suffer an unwanted halt in the
supply chain, pushing the delivery dates to the
shore. It may result in compromises with the
profits. In addition, it also leaves your
customers dissatisfied. Eventually, all of it
ends up giving you incremental negative
consequences. What is Microsoft Dynamics 365
Inventory Management? Microsoft Dynamics 365
Inventory Management is an enhancement of our
purchasing assistant tool. It is a full-fledged
technical inventory manager for your Microsoft
Dynamics 365 inventory management. It lets you
manage and keep a track of your entire inventory.
As it is an upgrade of the purchasing assistant
tool, you can generate purchase orders, add, and
modify suppliers. Inventory Manager aids in an
inward and outward flow of stocks. Wouldnt it be
worth an investment if you could maintain your
stocks and provide timely delivery to your
customers? And have a tool which guides you and
alerts you for the goods which are low in
stock? With this tool, you wont ever run out of
stock and never have too much of stock! If you
are looking to streamline your purchase and
stock keeping procedure then Microsoft CRM
Inventory Management is everything you need.
Inventory management creates an environment where
you can trust the changing supply chain
requirements. It creates an environment where the
accuracy of your inventory is absolute. Custom
Dynamics 365 Auto Numbering A numbering tool is
another such tool that gives you the best
platform for managing your customers. Microsoft
Dynamics CRM Auto Numbering Plugin is an
essential tool for managing your numbering
pattern in the CRM. It can never be universal as
not all businesses have the same nature of
requirements to label their records. However, it
is critical to computerize them all the
same. Do you want to assign a dynamic pattern to
the numbering system of your CRM Records? Do you
want to assign a prefix and suffix to your
numbering pattern? Well, AppJettys Custom
Dynamics 365 Auto Numbering Tool gives you this
opportunity.
4The tool allows you to assign prefix and suffix
based on the date of record, letters, or the
combination of both. It can also be the static
set of both. This solves the major challenge of
managing your numbering system. The displeasure
from writing complex codes repeatedly to manage
the unique identifiers of the customer records
ends with the auto-numbering tool! In fact, with
this tool you can add clear numbers by
generating auto-numbering to your CRM records.
CRM Dynamics tool allows you to define your
preferred prefix and suffix. Smart Alerts for
Dynamics CRM Smart Alerts is a Microsoft Dynamics
365 Alerts Notification Plugin that enables CRM
users to add and manage alerts for diverse
entities in their CRM. You can effortlessly add
all the critical data and information to
individuals as well as bulk records. The
Microsoft Dynamics CRM lacks the trait of
displaying notifications and alerts. This creates
prolonging response cycles. Moreover,
unaddressed customer issues and some missed
deadlines! To address this challenge, you require
a feature that provides you with alerts on vital
CRM entities. Smart Alerts is a carefully
developed Microsoft Dynamics CRM Alerts Plugin
that enables CRM users to add and manage alerts
for different entities in the CRM. Once you
incorporate Smart Alerts to your CRM, it becomes
easy for you to add critical data/information to
individual and bulk records. The users get a
pop-up alert in the form of a message whenever
they access that record. Using the Dynamics CRM
Smart Alerts plugin, you can create and view bulk
alerts. Moreover, you can add multiple alerts
for each record, set alert types, add start and
expiry date for each record and do much
more! Smart Alerts for Dynamics CRM helps you in
creating and managing pop-up alerts. These are in
relation to tasks, information, and workflows
which need implementation at the right time.
These alerts help you to be quick while
prospecting, list building, lead qualifying, and
many other processes. By accomplishing tasks on
time and curbing the response cycles, your team
will be able to enhance their yield up. Source
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