Unlock the full potential of Microsoft Dynamics 365 - with mscrm-addons.com

Would you like to understand how to enhance your customer relationship management (CRM) in the fast-paced business world with help from mscrm-addons.com? In an increasingly competitive environment, every customer interaction is crucial. It is more important than ever to gain a competitive advantage and a leading edge.

This is precisely where mscrm-addons.com comes in as an innovative solution provider for all common problems (e.g. document creation, capacity management and handling of business processes). mscrm-addons.com extends and maximises the functionalities of Microsoft Dynamics 365 with highly developed add-ons. With an understanding of the challenges and requirements of business users, mscrm-addons.com develops tools that aim not only to simplify and automate day-to-day work with CRM systems, but also make it more efficient and effective.

DocumentsCorePack AttachmentExtractor

Key instruments for an optimised CRM routine

We use the two essential solutions DocumentsCorePack (DCP) and AttachmentExtractor from mscrm-addons.com as cornerstones in many of our customer projects.These tools play a crucial role in improving and automating CRM processes in Microsoft Dynamics 365 & Power Platform.

Let's take a look at these and other innovative solutions that can revolutionise your CRM strategy.

DocumentsCorePack: Creating professional documents in Microsoft Dynamics 365

DocumentsCorePack is a versatile tool that simplifies the creation and management of documents in Microsoft Dynamics 365 and Power Platform. It is suited to every industry and department and ensures professional and efficient document processes.

User-friendly template creation

fig.: example templates (Source: mscrm-addons.com)

With the intuitive Template Designer, you can create professional templates in Microsoft Word without the need for programming knowledge. You can integrate data from Microsoft Dataverse, which enables unlimited relationships, loops, sorting and filtering.

Document creation and processing

fig: document creation (Source: mscrm-addons.com)

Using the dialogue integrated in Dynamics 365, documents can be created with just one click and processed in a variety of ways (sent via email, saved to SharePoint, e-signing and much more).

Automated document processes

fig.: Automation (Source: mscrm-addons.com)

The tool supports the automation of documents in Power Automate (Flow) with over 25 actions and enables integration into Power Apps.

E-Signatures and template management

Fig.: e-Signature process (Source: mscrm-addons.com)

Integrate e-signature solutions such as DocuSign or AdobeSign for simplified contract creation and dispatch and manage different template versions easily and efficiently.

Further information and a live demo can be found here.

AttachmentExtractor for Microsoft Dynamics 365 & Power Apps

AttachmentExtractor provides a cost-effective solution for managing email attachments and notes in Dynamics 365 by automatically moving them to more cost-effective storage platforms such as SharePoint or Azure Blob.

User experience unchanged

The extraction process is transparent to users and access to the extracted content is unaffected.
More information and a live demo is found here.

Capacity management

Fig.: Saving storage capacity (Source: mscrm-addons.com)

Reduces file capacity costs by up to 80% and improves overall system performance.

Seamless Integration

Fig.: Dataverse (Source: mscrm-addons.com)

Fully integrated into SharePoint, the tool extracts attachments and notes from emails and saves them in the right place.

Other solutions that improve the CRM journey with Microsoft Dynamics 365 & Power Platform

ActivityTools

Provides an overview and improved handling of activities and emails in Dynamics 365. This tool makes it so much easier to keep track of communication and tasks and thus boosts efficiency in everyday working life.

TelephoneIntegration

This add-on seamlessly integrates your phone system with Dynamics 365, improving customer interaction through efficient call management and logging directly in the CRM system.

PowerSearch

A powerful search tool that simplifies searching in Dynamics 365. It enables fast and precise searches across multiple entities and fields, which speeds up information retrieval.

SmartBar

Improves navigation and user guidance in Dynamics 365. With this extension, users can navigate quickly and intuitively between related data records, making day-to-day work with the CRM system easier.

"The automated generation of documents (contracts, visit reports, thank-you notes, etc.) directly from the CRM, in the company's own format and design, represents incredible added value for users. The processing of documents, including digital signatures, speeds up processes enormously."

Christian Schipp, Chief Business Development Officer Ambit Group

About mscrm-addons.com

mscrm-addons.com is a leading global company specialising in the development of add-ons for Microsoft Dynamics 365 & Power Platform. The product portfolio includes a comprehensive range of solutions that facilitate the use of Microsoft Dynamics 365 & Power Platform. It enables professional processing and automation of documents, helping to save valuable time, money and database space.
Visit mscrm-addons.com to find out more.

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