 All Dynamic Methods Add-on Products and Solutions are sold directly to end customers. For more information on pricing and purchasing these solutions, please contact us. |
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| CRM Extension Solutions Series |
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Dashboards
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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.
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Leads
Portal
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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.
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Notes
Summary
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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.
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Driving
Directions
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Launch directly to 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.
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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.
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Integrated
Maps |
Launch or view maps on the contact or account record in CRM Can be customized to work with other standard or custom CRM objects.
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Product
Ownership
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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. |
| CRM Mobile Solutions Series |
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| Mobile Portal |
View Microsoft CRM data real-time on any browser enabled mobile device. Read-only access. Winner of the 2003 Best Mobile Enterprise Solution by Microsoft.
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| CRM Project Solutions Series |
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Project
Management |
Track and manage projects in Microsoft CRM. Create estimates, proposals, and reports. Incorporate Time & Billing and Expense Management for complete project management.
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Time &
Billing |
Track time entries related to Cases, Projects and/or Customers and export or integrate for billing and invoicing.
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Expense
Management |
Track, submit, and approve expenses in Microsoft CRM. Can be linked Projects, Opportunities, Contacts or Accounts.
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| Mobile Portal Pro |
For Project Management: view, insert enter account, contact, project details, time entries, expenses, etc. on your mobile device. |
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| CRM Integration Solutions Series |
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| Dynamics GP Superviews |
Allow users in Microsoft CRM can access key financial information held in Dynamics GP for Accounts including Product History, Order/Invoice History, and Comparative Sales History.
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Dynamics NAV Superviews
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View Dynamics NAV (Navision) information live inside of Microsoft CRM.
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Dynamics SL Superviews
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View Dynamics SL (Solomon) information live inside of Microsoft CRM.
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| DM Superview Framework |
Framework allows for rapid development of Superviews into virtually any external database to be able to view data inside of Microsoft CRM. |
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| CRM Real Estate & Mortgage Solutions Series |
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Real Estate
Solutions |
Track and manage properties, selling opportunities and/or projects in CRM. Use the DM Do Not Call Compliance tool to ensure proper marketing activities.
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| Property Management |
Track and manage property data in CRM. Link properties to Opportunities, Contacts, Accounts, etc.
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Survey
Management |
Track survey data inside of CRM and link it to contact, accounts, etc. Run analytical reports and workflow based on survey results.
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| Referral Management |
Not only link referrals in CRM, but also be able to provide powerful reporting on who leads and opportunities are originating from. Provides the ability to track referral compensation and other program information.
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| Mobile Portal Pro |
For Mortgage and Real Estate Solutions: view, insert, and enter contacts, accounts, leads, property and opportunity details, surveys, expenses, etc. on your mobile device. |
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| CRM Legal Solutions Series |
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Case & Matter
Management |
Track and manage all aspects of case and matters within CRM.
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Conflict
Checking |
Run a quick or comprehensive check of possible conflicts in CRM. Built for cases, but can be customized for other objects.
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| Referral Management |
Not only link referrals in CRM, but also be able to provide powerful reporting on who leads and opportunities are originating from. Provides the ability to track referral compensation and other program information.
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Time &
Billing
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Track time entries related to Cases, Projects and/or Customers and export or integrate for billing.
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| Mobile Portal Pro |
For Legal Solutions: view, insert enter case and matter details, time entries, expenses, etc. on your mobile device. |
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