CRM Add-ons for Dynamics 365 CE additional functionality
Copy and adapt complex contracts, manage approvals and permissions, organize files clearly, and keep addresses and phone numbers consistent. Our CRM Add-ons extend Dynamics 365 CE with field-tested functionality for typical everyday business requirements.
Our CRM Add-ons for Dynamics 365 CE
AddressPLUS
Consistent addresses
Addresses are automatically copied to linked CRM records. This keeps your address data consistent at all times.
ApprovalPLUS
Approvals & Permissions
Approval processes are mapped directly in the CRM. Responsibilities and decisions remain transparent.
AttachPLUS
Centralized Files & Attachments
Files are stored directly on the relevant CRM record and are available centrally.
CopyPLUS
Copy complex records
Easily copy CRM records and reuse them for new transactions. This makes it quick to create quotes and contracts.
EventsPLUS
Organize events with ease
Plan events and manage participants, resources, and certificates directly in Dynamics 365 CE, online or on-site.
PhonePLUS
Consistent phone numbers
Phone numbers are automatically converted into a consistent format. Calls can be started directly from Dynamics 365 CE.
VisitPLUS
Document customer visits
Appointments are planned, documented, and evaluated. Routes and visit schedules can be organized systematically.
Extend your CRM in a targeted way?
Individual requirements often arise from daily operations. Together, we’ll determine which CRM Add-ons extensions can support your processes.