CRM Add-ons for Microsoft Dynamics CRM
Extending CRM
Add functionality and features to Microsoft CRM with these solutions built with the Microsoft CRM SDK.
Dashboards
View summary and analytical data at the user, manager and executive levels. Make better decisions with dashboards as your CRM homepage. For Marketing, Sales, Service, Technical Support, Quality Assurance and Operations.
Leads Portal
Capture lead and prospect data directly from your website or an intranet site directly into Microsoft CRM. Improve response times on leads and eliminate double entry of data. Use CRM workflow to auto-assign leads and create notifications for follow-up.
Notes Summary
An easier more comprehensive view of Notes in CRM. Roll-up and cross object viewing available. Can be customized to also work with custom objects.
Driving Directions
One click to launch Driving Directions from contacts or accounts. Provides point to point directions based on contact or account address from the CRM user address. Can be customized to work with other standard or custom CRM objects.
Audit Log
Add audit tracking to both standard and custom CRM Objects. Each time a field is changed on a CRM record, the audit log is updated.
Integrated Maps
One click to launch or view maps on the contact or account record in CRM. Can be customized to work with other standard or custom CRM objects.
Product Ownership
Provides the ability to track and manage products owned by customers, including registration and additional information. Can also be linked into other CRM objects including cases.
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