Webinars & Events
Past Events & Webinars
Discover expert-led webinar highlights—revisit past recordings to gain deeper insights into Dynamics 365 add-ons and solutions.
Notify365 Add-On for Microsoft Dynamics 365 CRM
In this webinar, we introduced Notify365, a no-code notification management add-on designed to simplify how organizations handle alerts and email notifications in Microsoft Dynamics 365 CRM.This replaced the need to rely on Power Automate flows, workflows, or custom development with a simple, ready-to-install solution. Notify365 allows users to configure event-based notifications directly within CRM using a structured and controlled approach. Our Dynamics 365 add-on overcomes the shortcomings of out-of-the-box features, adding productivity, saving time, improving accuracy, and maintaining compliance with organizational requirements.
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Activity Timeline Accelerator Add-On for Microsoft Dynamics 365 CRM
In this webinar, we showcased the Activity Timeline Accelerator Add-On, built to simplify how teams view and manage customer interactions inside Dynamics 365. Instead of navigating through multiple activity types and scattered records, the add-on provides a unified, chronological timeline that brings complete visibility to every interaction. It helps teams stay aligned, respond faster, and never miss important context during customer engagement.Our Dynamics 365 add-on overcomes the shortcomings of out-of-the-box features, adding productivity, saving time, improving accuracy, and maintaining compliance with organizational requirements.
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Interactive Kanban Board Add-On for Microsoft Dynamics 365 CRM
In this webinar, we introduced the Interactive Kanban Board Add-On, designed to simplify how teams manage records inside Dynamics 365. Instead of working through static lists and multiple views, users can visualize their data as an interactive Kanban board—making it easier to track progress, update records, and take action in real time.With a simple configuration, teams can organize records into stages, move them using drag-and-drop, and edit details directly from the board. This Dynamics 365 add-on addresses the limitations of native Kanban views by supporting any entity, offering flexible configurations, and improving visibility across workflows.
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Report Scheduler Add-On Webinar
In this webinar, we introduced the Report Scheduler Add-On, designed to automate the entire report delivery process. With a simple configuration, you can schedule reports to run automatically—daily, weekly, fortnightly, or monthly—in your preferred format: PDF, Excel, or Word. Our Dynamics 365 add-on overcomes the shortcomings of out-of-the-box features, adding productivity, saving time, improving accuracy, and maintaining compliance with organizational requirements.
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HTML Email Template Add-on
In this webinar, we introduced our HTML Email Template Editor Add-On—a productivity booster designed to eliminate email limitations. These are managing and customizing email templates within Microsoft Dynamics 365 CRM. From scratch designs to ready-to-use professional layouts, the Add-On empowers teams to open up new possibilities for dynamic engagement.
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SharePoint Metadata Capture Add-On
Discover how our SharePoint Metadata Capture Add-On solves the limitations of out-of-the-box SharePoint integration by enabling real-time metadata editing, automation, and enhanced document management—all from within D365.
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