Microsoft Dynamics CRM Add-Ons

 

Record Clone

Click Dimensions

Microsoft Dynamics CRM Add-On

ClickDimensions bridges the gap between sales and marketing. Learn more about your prospects by seeing what interests them on your site and emails as well as easily capture information about them through web forms, surveys, and more – all while working in Microsoft Dynamics CRM.

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Email-To-Case Automation

XperiDo

Microsoft Dynamics CRM Add-On

This document creation solution for Microsoft Dynamics CRM is exactly what you need if you want to create professional documents from Microsoft Dynamics CRM. For all the document generation requirements that are not fully met out-of-the-box, XperiDo provides a powerful, yet easy-to-manage solution.

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Record Clone

Record Clone

Microsoft Dynamics CRM Add-On

Record Cloning or Record Copying for Microsoft Dynamics CRM 2011/2013/2015 is one of the methods which can reduce the time spent on data entry, particularly if the data being entered is similar. Record Cloning or Record Copying allows you to create a duplicate record with the same values as the parent record.

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Email-To-Case Automation

Email-To-Case Automation

Microsoft Dynamics CRM Add-On

Email To Case Automation for Microsoft Dynamics CRM 2011/2013/2015 helps your company efficiently manage the support process by automatically creating cases from emails and auto-populating case fields from the email body.

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Report Scheduler

Report Scheduler

Microsoft Dynamics CRM Add-On

IOTAP’s Report Scheduler add-on for Microsoft Dynamics CRM 2011/2013/2015 enables easy scheduling of CRM data which is delivered automatically via email. It works from within CRM and requires no separate server. (**Please note that this add-on does not schedule existing CRM reports instead allows scheduling of CRM Views(system as well as custom made) and sending them as reports in email**)

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Advanced Auto Number

Advanced Auto Number

Microsoft Dynamics CRM Add-On

IOTAP’s Advanced Auto Number add-on for Microsoft Dynamics CRM 2011/2013/2015 allows automatic generation of unique reference IDs for all entities across the CRM system. The format of the reference ID can be customized to suit your business requirements.

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Birthday Reminder

Birthday Reminder

Microsoft Dynamics CRM Add-On

Birthday Reminder add-on helps Sales and Marketing team keep track of birthdays of CRM Contact by displaying the Upcoming Birthdays on the Dashboard. It displays the Contact Name, Day - Month and Age.
This works with Microsoft Dynamics CRM 2011/2013/2015.

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1-Click PDF

1-Click PDF

Microsoft Dynamics CRM Add-On

IOTAP’s 1-Click PDF is a productivity solution for Microsoft Dynamics CRM that converts reports to PDF, Word or Excel documents in just 1-Click.
Sample usage scenarios: generating quotes (quote template can be created as CRM report), orders, invoices, mail-merge, account summary, contact profile, work orders, report & charts etc.
The add-on is available as a free version as well as paid one. Free version allows configuring up to 3 reports.

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Calendar Everything

Calendar Everything

Microsoft Dynamics CRM Add-On

Calendar Everything addon for Microsoft Dynamics CRM allows adding Calendar to any entity in CRM. Sample use cases include Team appointment scheduling, Marketing campaign calendar, Event management or project management using custom entity, etc.

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