Our free tools make your hosted Microsoft Dynamics CRM subscription even more powerful.
Business Productivity Workflows
Workflow assemblies deliver additional configuration options such as mathematical calculations and string concatenations.
Contact Sync Tool
Without having to configure the synchronization rules between Microsoft CRM and Outlook, this tool allows any user to access any contact in Microsoft CRM that they have permissions to, and quickly/easily define which Microsoft CRM users should have that particular contact in their Outlook address book. This provides an easy way to publish and ensure that specific CRM contacts are synchronized down to specific users Outlook address book and then to their handheld device.
Workflow Scheduler allows users can create a workflow rule using the OOB CRM functionality and utilize the scheduling tool to run it at specific intervals. For example, a workflow can be set up to send a “Happy Birthday” e-mail to different contacts. In such a scenario, the scheduler will simply automatically trigger the workflow.
Auto Number Generator
Our Auto Number Generator tool allows customers to create a unique number for any entity in CRM. Characters such as ID numbers or current dates can also be appended/pre-pended.