CRM Add-ons for More Features in Your CRM
Our add-ons close specific gaps in Dynamics 365 CE. Beyond standard functionality, they help with document creation, copying complex records, media management, and approvals and permissions.
Your Benefits with CRM Add-ons
Get Started Faster
CRM add-ons solve specific requirements without unnecessary detours. Features can be deployed faster and used directly in everyday work.
Less Effort
Recurring tasks such as copying, assigning, approving, or documenting become easier. This saves time and reduces errors within the team.
Better Overview
Files, appointments, events, addresses, and visits stay exactly where they are needed. Directly on the relevant record in the CRM.
Clear Workflows
Approvals, documents, and tasks become traceable. Teams can see what is still open and which step comes next.
Directly in the CRM
The add-ons enhance your CRM exactly where your employees work every day. This avoids creating an additional standalone solution.
From Real-World Practice
The extensions are based on requirements from real CRM projects. They are features with everyday value and added benefit.
CRM Add-ons at a Glance
AddressPLUS
Manage addresses centrally
Transfer addresses into linked CRM records. This is the only way to keep your data consistent, with entry required just once.
ApprovalPLUS
Structure approvals
Map your approval processes directly in the CRM. Decisions remain traceable and responsibilities are documented.
AttachPLUS
Manage attachments clearly
Save PDF, Word, Excel, or image files directly on the associated CRM record. Media is always easy to find and stored in context.
CopyPLUS
Copy complex records
Duplicate CRM records with a single click. Recurring quotes, contracts, orders, and complex processes can be created faster and more consistently.
EventsPLUS
Organize events easily
Plan events, participants, resources, and certificates directly in Dynamics 365 CE for online events, training sessions, and on-site appointments.
OfficeIntegration
Create Documents Automatically
Quotes, contracts, and other documents are generated directly from CRM data. Standardized templates are filled in automatically, and processes run in a structured way.
PhonePLUS
Maintain phone numbers consistently
Automatically keep phone numbers in a consistent format. This improves data quality and makes daily use easier.
VisitPLUS
Plan visits better
Plan and document customer visits directly in the CRM. This keeps appointments, results, and next steps easier to track.
CRM with PLUS features?
Each add-on addresses a specific real-world need. We’re happy to advise you on which extensions can specifically support your CRM processes.