Top 10 Microsoft Dynamics CRM addons to boost CRM Productivity

Microsoft Dynamics suite of business management solutions has been popular for offering CRM and ERP solutions catering to the needs of all types of businesses. Having few gaps in the functionality of solution leads to the need of third-party applications known as addons. Addons fill these gaps making businesses to grow and run smoothly.

Here we have put together a comprehensive list of Microsoft preferred add-ons from the Microsoft AppSource to help you boost your productivity and expanding your business.


DocuSign

DocuSign is a fast reliable form of electronic signing and payment collection. It helps you prepare agreements using your existing documents in any file type. Workflow is automated saves time and controls errors during the signing, data entry, validating data and pushing data to the systems. Used by more than 350000 businesses eliminating administration hassles like faxing and scanning.

Features
  • With DocuSign, in virtually any file type, you can easily prepare agreements using your existing documents and forms. With versatile workflow capabilities that allow you to automate and standardize critical processes, you can save time with the ability to set the sequence of steps and roles of any transaction recipient.
  • From practically any device in 43 languages, your customers and vendors can quickly access and sign legally binding documents. It ensures that signers with integrated authentication options are who they say they are.

Drag and Drop Email Template Builder for Dynamics 365 CRM

Drag and Drop Email Builder for Dynamics CRM helps CRM users to upload images and store them. Users can build image in asset library and reuse those images into email templates. It saves time of the users for uploading images every time while creating an email template.

The default email editor in Dynamics had several limitations such as fetching data from related custom entities and not from standard entities. It did not have any feature to create a responsive and interactive email template by native Drag and Drop email template builder.

Features
  • Using Drag and Drop WYSIWYG Editor allows users to create professional mails without any HTML skills. Users can add visual elements, text areas videos etc.
  • Drag and Drop Email Template Builder for Dynamics 365 CRM offers fully responsive design on email clients and outlook helping users to craft beautiful responsive emails.
  • There are many Pre-designed Free Email Templates available in the library to choose from, customize, or build new from scratch.

Kanban Board for Microsoft Dynamics 365 CE

Kanban Board for Microsoft Dynamics 365 helps you convert CRM records into Kanban cards. It offers an innate Kanban view of all your CRM records across business processes and entities. It boosts productivity by providing insights into your organizational workflows. Moving of records can be done by simply drag and drop feature.

This add-on offers feature like lane metrics which gets automatically recalculated as records move from one lane to next. It allows you to enable Kanban view on all entities which can be accounts, leads, activities, etc.

Features
  • Kanban Board for Microsoft Dynamics 365 CE provides a swimlane view of your business process. Each stage is uniquely coloured helping users to quickly identify each process, stage and record statuses.
  • Drag and drop feature allows you to easily drag and drop records and change statuses.  It has a feature of auto calculating the record count in each stage and giving aggregate values.

Report Scheduler Add-on for Microsoft Dynamics CRM

The Reports Scheduler Add-on allows you to automatically run reports in Dynamics 365 CE. You will customize the scheduler to submit the report as an email attachment and activate it at a scheduled interval. It supports both out-of-box programs and personalized reports.

It also has a role for single or multiple users in a team to generate automatic reporting. With this add-on configuration, you can produce and submit limitless timely reports automatically.

Features
  • With the Report Scheduler, you get an intellectual UI to regularly set up recurring and automatic CRM information files.
  • Auto-generate reports as per your requirements in various formats. PDF, Excel, Sentences, and other types of export reports.
  • Use email templates directly to provide the reports produced from our add-on and provide the attached reports with the emails.

SharePoint Metadata Capture for Microsoft Dynamics 365 CRM

In most cases, out-of-box integration with SharePoint and Dynamics works fine, but not if you want to incorporate metadata. The SharePoint Metadata Capture add-on helps you to capture extra database metadata when it is uploaded from the Dynamics 365 CRM library to the SharePoint Document server.

In Dynamics 365 CRM, metadata is also available so that any intervention can be initiated at a later point in time.

Features
  • This add-on helps you to collect extra metadata for records as they are uploaded from Dynamics 365 CE to the SharePoint document library. It supports both regular and personalized metadata from SharePoint.
  • The add-on uses the metadata values and document ties stored in Dynamics CRM to allow automation. This helps to trigger Dynamics 365 CE workflows or actions.

MYOB Connector for Microsoft Dynamics CRM

The Dynamics 365 CRM MYOB connector add-on is a secure, robust, and reliable cloud-hosted service for synchronizing and linking client records, invoices and payments between Dynamics 365 CRM and MYOB CRM.

This ensures that the data is up to date, saving you time, money and improving relationships with your customers. You can easily get your organization and its related items like: Contacts, Product/Services, Invoices, payments updated on both ends.

Features
  • The master data items such as account map, tax rates, products/services from MYOB to Dynamics CRM can be easily configured and synchronized. The same can be allowed for other areas, such as contacts, Dynamics CRM to MYOB accounts.
  • Track transaction details such as invoices from Dynamics CRM to MYOB seamlessly and push it. Payments are taken into Dynamics CRM automatically from MYOB. The invoice information is connected to relevant entities.
  • For customization to suit your customized needs, the solution is totally versatile. Based on your business needs, this add-on helps you to cause synchronisation. Get a simple view of the synchronisation of your data using the dashboard.

Connect Microsoft Dynamics 365 CE to QuickBooks Online

The Dynamics 365 CRM QuickBooks connector add-on is a stable, robust, and reliable cloud-hosted service for Dynamics 365 CRM and QuickBooks to synchronize and link customer records, invoices, and payments. This means that the data is up to date, saving you time, money and strengthening customer relationships. You can conveniently update both ends of the company and its associated contacts, products/services, invoices, payments. In Dynamics CRM and QuickBooks, this eliminates hours of laborious work re-entering data again and again.

Features
  • Configure different businesses from QuickBooks. Master data items such as the account map, tax rates, products/services from QuickBooks to Dynamics CRM can be easily configured and synchronized. For other fields, such as contacts, Dynamics CRM to QuickBooks accounts, the same can be allowed.
  • The QuickBooks connector helps you to monitor and push transaction details such as Dynamics CRM invoices to QuickBooks online seamlessly. Payments are brought into Dynamics CRM automatically from QuickBooks.

XERO Connector for Microsoft Dynamics

The Dynamics 365 CRM XERO connector add-on is a stable, robust and reliable cloud-hosted service for customer records, invoices, and payments between Dynamics 365 CRM and XERO to be synchronized and linked. This means that the data is up-to-date, saving you time, money and strengthening relationships with your customers. You can conveniently update both ends of the company and its associated contacts, products/services, invoices, payments. In Dynamics CRM and XERO, this decreases hours of laborious work re-entering data again and again.

Features
  • The master data items such as account map, tax rates, products/services from XERO to Dynamics CRM can be easily configured and synchronized. The same can be allowed for other areas, such as contacts, Dynamics CRM to XERO accounts.
  • Monitor transaction details such as invoices from Dynamics CRM to XERO seamlessly and push it. Payments are pulled from XERO into Dynamics CRM automatically. The invoice information is connected to the related entities.

Sysfore PROMOT 365

To speed up your campaign activities, the Sysfore PROMOT 365 app helps your organization harness the power of world-class marketing automation using Mailchimp and sales automation using Dynamics 365 CRM.

The application is intended to share the potential contact information verified by the sales representatives seamlessly, from Dynamics 365 CRM to Mailchimp, saving the time and effort of the marketing team by focusing only on qualified/verified leads for campaign activities.

Features
  • Each contact and lead is synchronized and identified. See, at a glance, pending names and email updates. In Mailchimp, automatic lists can be created depending on the master definition of D365.
  • In Mailchimp, D365 creates synced leads and contacts for your list. D365 Updated email and name information can be pushed to Mailchimp again for any synced leads/contacts.

Interactive Activity Timeline for Dynamics 365 CE

Soluzione Activity timeline add-on feature offers a smart and interactive timeline-based view for Dynamics 365 CRM entities. It gives entire integration helping you view all communications in a single and interactive view. The new version helps you to add additional information of Dynamic CRM users letting you nurture leads. It gives search filter, add date specific task, mails, calls and booking appointment within the lead.

Features
  • Activity timeline offers a single contextual view. This view helps to view activities and notes in a single pane. This add in is insightful and provides visually appealing icons and colours encouraging users to engage and contribute more.
  • Activity timeline view offers smart actions so that users can quickly interact with the activity. it provides the capability to the users to search within activities and filter only one type of activity.
  • Interactive Activity Timeline offers custom solution overcoming the limitation of adding an additional field.

Custom Defined Fields

Custom defined field helps you add custom fields to MS Dynamics. Now you can create values for custom fields and grow them on sales and purchases. This adds on will help you customize name of the field and also translate them into multiple languages. You can add up to 32 custom fields in different cards without any coding. It helps you to monitor any kind of information vital to your company and not included Dynamics 365.

Features
  • Without involving any programmer, you can add more than 30 customizable fields in different cards. It lets you save information specific to your company and not fitting to Dynamic 365’s standard field.
  • It allows you to validate custom code fields with the use of lookup tables. Editing feature allowing you to edit and translate field names into multiple languages posted in documents. Separate API pages for customers, vendors, items, employees, etc.

Auto Counter for Dynamics 365

The Auto Counter for Dynamics 365 automates the process by which CRM entities add counters. This is a free Dynamics 365 add-on, allowing the CRM user to configure both default and custom entity counters. Use Auto numbering to set any prefix, suffix, counter zero padding and specified date formats. You can set the counter’s initial value and its incremental value as well.


Agile CRM Analytics for Dynamics 365

A collection of Microsoft Power BI-based analytical reports and dashboards that link to your Dynamics 365 to offer you deeper insights into your CRM results. It offers a single, centralized reporting portal from which specific information on individual customers can be accessed by all approved team members to provide them with personalized service.

Features
  • Comprehensively assess and examine all consumer touch points. Yield interesting perspectives from social media, web, web, email and telephone inquiries and Identification of sale prospects.
  • It is a Microsoft Power BI and Azure data platform-based cloud-based solution, making it simple to manage and fully safe and reliable. Our packages, like a do-it-yourself alternative or a totally personalized managed solution, are versatile and affordable.

Conclusion

In the list above we tried covering some of the best and useful addons which are Microsoft preferred solutions for Dynamics 365 CRM. I hope this article will help you find addons which are productive for your business. We provide professional business services meeting needs of different businesses.

Below I have mention a few more blogs and pages that can help you overcome complex issues encountered within Dynamics 365 CRM.