Dynamics 365 Productivity Accelerator Add-Ons
Overview of Soluzione’s D365 Add-Ons
Soluzione IT Services has developed a series of D365 Add-Ons to boost the systems’ productivity, offering advanced capabilities, features to enhance the overall user experience while ensuring no compromise has been made on the performance or the compliance guidelines.CRM solutions can do more than just organize your contacts in a digital space. Be a CRM champion with feature-rich add-ons designed by Soluzione It Services.Apart from/along with these D365 Add-Ons, Soluzione IT Services can also assist in setting up, customizing, maintaining, and techno-functional consulting on Microsoft Dynamics 365 platform for your business.
Each of D365’s Business Applications is created to provide mini-applications that can be mounted\deployed as an extension of the default (often referred to as ‘Vanilla State’) applications, giving them additional capabilities\features that are not present in the out-of-the-box default ones.
Dynamics 365 (D365) is a set of Microsoft Business Applications used to manage a wide range of business processes, such as CRM, Finances, Projects, etc. Microsoft supported apps that can be used either individually or together depending on the business model and requirements of an organization.
These Add-Ons do not hinder the stability and performance of the D365 platform, and do not compromise the security and support compliances defined by Microsoft. The flexibility of D365 allows these Add-Ons to be developed in many ways using a wide variety of technologies.
Empowers enterprises to deploy different functionalities to create Model-Driven Applications by leveraging the benefits of Microsoft’s Power Platform. Using a specific set of core objects/entities and providing a framework for customizing the application for a particular business application.
Report Scheduling Automation
Now optimize efforts and time to create and run multiple reports on your Dynamics 365 CRM software with a report scheduler add-on. Report Scheduling Automation is an excellent mechanism for generating analytical and detailed reports. Utilizing data for improved business insights for making well-informed business decisions.
• Automate Periodic Reports: It comes with an intuitive UI to set up recurring reports to be auto generated from D365 periodically.
• Multi-Format Support: Supports auto-generated reports in different portable formats like PDF, MS Office (Excel, Word), etc.
• Automate Emailing of Reports: Automates the dispatch of auto-generated reports in an email attachment from D365 to the intended audience based on both simple and rich HTML email templates
• Weekly, Monthly, Quarterly or Annual Reports generated for various items like a Quarterly Sales Report, Monthly Support Requests, etc.
• Add-On supports automatic generation of both Graphical and Detailed Reports, taking full advantage of Dynamics’ BI capabilities for processing data present in its default and custom entities.
• Daily reports run each morning and include data from the previous day.
• Weekly reports run each Saturday and include data from the previous week.
• Monthly reports run the first day of each month and include data from the previous month.
• Quarterly reports run the first day of each quarter and include data from the previous quarter.
• Yearly reports run on Jan. 1 and include data from the previous year.
Report Scheduling Automation Add-On's Annual Subscription is available after a 1-month free trial. All pricing is in US Dollars, and taxes are excluded from all pricing.
Interactive Kanban Board
Soluzione’s Interactive Kanban Board Add-On for Dynamics 365 takes it up by a few notches by transforming Kanban into an executable dashboard with its super-simple Drag-&-Drop Controls to not only give an insight into records but also allow updating them from the board itself.
• Interactive View: Enable creation of swim lane view based on your business processes or record statuses
• Search, Sort and Filter Lane: Support filtering and searching of data using various criteria, along with D365’s native quick search option
• Flexible and Customizable: Allow defining what data gets displayed on Kanban Card & works flawlessly on both web & unified interface
• Workflow Status Awareness: Works in the context of the native D365 environment and responds to all native ribbon actions, as well as the quick search available for the traditional view
• Unlike default Kanban, it allows creating Kanban board for both default & custom entities
• Advanced automation capabilities for business processes in Dynamics 365 CRM
• Empowers users to create a Kanban board that is an exact reflection of their organization’s actual business process
• Highly configurable layout for defining the lanes, what all processes get executed at the CRM back-end
Interactive Kanban Board Add-On's Annual Subscription is available after a 1-month free trial. All pricing is in US Dollars and Taxes are excluded from all pricing.
Activity Timeline Accelerator
Soluzione’s Activity Timeline Accelerator Add-On for D365 addresses most cardinal issues so that every feature optimizes its potential by offering a smart and interactive timeline view for both standard and custom entities. That may seem simple but can make all the difference for a quicker and clearer insight into activities.
• Single Contextual View: Activity timeline provides a single integrated timeline view to view activities and notes in a single pane
• Truly Interactive Control: It provides that new feature search within activities and even filters them based on Activity Type, etc.
• Highly Configurable: Unlike the un-customizable default activity timeline, it allows customizing boot look and data of the view
• Provides great visibility into activities like notes, appointments, emails, tasks, etc.
• Over a period, systematically track all interactions with customers, vendors, partners, and colleagues.
• Addresses vital shortcomings, like displaying the Actual Date of an Activity on top of the default “Friendly” dates (today, yesterday, last week, etc.)
• Adaptability for a particular business flow and its overall user experience
• Quicker and clearer insight into all activities in the Dynamics 365 environment
Activity Timeline Accelerator Add-On's Annual Subscription is available after a 1-month free trial. All pricing is in US Dollars and Taxes are excluded from all pricing.
Auto-Counter
Soluzione’s Auto-Counter Add-On for Microsoft Dynamics eliminates the limitations of the default D365 module by allowing pre-established naming conventions to be used for the auto-numbering of records of any standard or custom entity. Allowing configuring the required prefix, suffix, counter zero padding, and specified date formats with auto-numbering.
• It is compatible with both Online and On-Premises versions of Microsoft Dynamics.
• It can be used with both default and custom entities
• It provides a Quick Create form to set the auto counter for any entity
• Allows configuring the required prefix, suffix, counter zero padding, and specified date formats with auto-numbering.
• Even the initial and incremental value of the auto-counter can be customized and doesn’t necessarily need to start at 1 with a +1 incremental.
• The counter can be activated or deactivated at any desired point in time. For administrative scenarios
• Mapped to specific security roles as per the user access in Dynamics for counted to be a Read-Only or that requiring Administrative Access.
HTML Email Template Editor
An email has been the most important means of both internal, and external business. Soluzione’s HTML Email Template Editor for Dynamics 365 allows you to create beautiful and highly professional emails and email templates by using its feature-rich yet user-friendly HTML Editor.
• Use Any Entity: It facilitates usage of any and virtually all D365 entities to dynamically populate the content of email templates
• Related Entity Attributes: On top of allowing users of all entities directly, it accommodates using attributes from related entities in email.
• Free Pre-designed Email Templates: It comes with a rich repository of pre-designed, ready-to-use email templates and other goodies
• Drag & Drop User Controls: User-friendly Drag-&-Drop Controls, Visual Elements, Images, Text Areas, Videos, etc. can be included in the email template’s design with total ease
• Improved multi-fold with its rich-text editor controls, essentials for designing a beautiful HTML based email template
• Even more indisputably, it supports the usage of only some (not all) of the default entities and none of the custom entities
• Creating well-designed, responsive, and interactive email templates through these important capabilities
• The content data can be dynamically retrieved both from standard entities and from custom entities, and even from cross-entity relationships
• Ability to compose and send emails directly through it in both manual and automatic modes
HTML Email Template Editor Add-On's Annual Subscription is available after a 1-month free trial. All pricing is in US Dollars and Taxes, are excluded from all pricing.
SharePoint Metadata Capture
The SharePoint Metadata Capture Add-On for Dynamics 365 by Soluzione captures all a document’s metadata automatically when it is uploaded to SharePoint from D365. The integration between D365 and SharePoint is enhanced by the ability to include condition-driven logical automation specially designed for SharePoint.
• Sync Metadata: It supports capturing both standard and custom metadata of files getting uploaded from D365 to SharePoint.
• Actionable Metadata: It allows usage of metadata values and document links to initiate workflows or actions from within D365.
• Configurable Solution: It supports up to 3 metadata attributes of different data types, where configuration settings even allow specifying which of the metadata columns is mandator
• Seamlessly interact\integrate with other services of Microsoft’s Ecosystem
• Extended capabilities for intelligent and logical document processing
• Navigation control for simple activities, like adding a metadata tag in the SharePoint environment
• No unwanted human involvement to minimize bugs/errors
• Save time on most of the time-consuming and recurring activities in D365 CRM.
SharePoint Metadata Capture Add-On's Annual Subscription is available after a 1-month free trial. All pricing is in US Dollars and Taxes, are excluded from all pricing.
Accounting Connectors for Xero, MYOB, and QuickBooks
Soluzione’s Accounting Connectors for Bi-Directional Integration of Dynamics 365 help in overcoming these challenges for organizations using D365 with Xero, MYOB, or QuickBooks as their accounting software. For a secure, robust, and reliable cloud-hosted service experience.
• Master Data items like Account Maps, Tax Rates, Products, Services, etc. of the Accounting System (Xero \ MYOB \ QuickBooks) can be easily configured and synchronized with D365.
• Other entities\areas such as D365 Contacts can be mapped with the accounting system’s Accounts.
• Transaction details such as D365 Invoices can be easily tracked and seamlessly pushed into the accounting system.
• Similarly, Payment records can be fetched automatically from Accounting System to D365 and updated into the correct\related invoice or other relevant entities.
• For accommodating the customizations implemented in the accounting system for a particular organization, these Add-On solutions come with the versatility to be customized for fluid synchronization.
• These Add-Ons also provide a simplified dashboard view to track the synchronization between D365 and Accounting System
• Secure cloud-hosted service for synchronizing client records, invoices, and payments between D365 and accounting platforms
• Ensure that the data is up to date which saves time, money and helps in improving the overall business process and relationships with customers
• Allow easy two-way-sync of the organization’s processes and accounting systems
• Meeting various security, compliance, isolation, and financial needs
• Avoid the unnecessary overhead of latency in synchronization between the two systems along with other issues like data mismatch, human errors, etc.
