Five Must Have Plugins For Microsoft Dynamics 365 CRM

Maulik Shah
Dec 25,2017

    We cannot ignore the fact the world sculpts itself in a new shape every day with the injection of ecommerce. Entrepreneurship also has its own kind of technology driven motivation. Ecommerce, Entrepreneurship, and technical innovations, all go hand in hand. Moreover, they all play a major role in sculpting our world.

    What does an eCom entrepreneur need? The primary thing that creates a mature entrepreneur is an idea. In addition to an idea, having a knack of grabbing opportunities develops entrepreneurship. Entrepreneurs must know that the growth of their business is directly relative to the user happiness! The more the users enjoy their shopping experience, the more they tend to like you.

    Apart from the shopping experience, another aspect you need to focus is on customer relationship management. Microsoft Dynamics CRM is one such tool, that governs this. To boost the relationship management, various other tools from AppJetty are the products that you need.

    Inventory and a Warehouse Management in our hyperactive world is a serious task. In fact, to manage the supply chain and the delivery system itself a mammoth task! Managing the inventory with a few, other tasks necessitate the tools for your online portals.

    AppJetty has the capacity and range of products that act as catalysts for your online firm. It is a one stop solution for all your eCom troubles. Here we discuss the top five, AppJetty powered dynamics CRM tools that aid you in managing your customers.

    Here are the five best MS CRM dynamics 365 Plugins to enhance your managerial skills:

    • Purchasing Assistant
    • Inventory Manager
    • Custom Auto Numbering
    • All in one Calendar
    • Smart Alerts

    Here is an introduction to each one of these in detail:

    1. Purchasing Assistant

    One of the problems faced by eCom entrepreneurs is a relentless purchase assistant. Microsoft Dynamics 365 Purchase Order Management by AppJetty is one such tool. It lets your eCom ship sail through the stormy oceans. Would you like to get concrete information about your expenses? Would you like to manage budget for specific products that you need to purchase?

    Well, the Purchasing Assistant from AppJetty lets you create a purchase order while it lets you manage the suppliers. In addition, it also lets you manage the quantity and price. In case you intend to save the purchase order, it also allows that with an additional feature of creating a purchase invoice.

    Microsoft Dynamics CRM Purchasing Assistant

    When you work with other vendors, it empowers you to keep the records of placed orders. This brings accuracy in your orders. It is smooth and we can customize as per your needs and requirements. As it lets you create purchase orders systematically; the scope of human generated errors is sparse.

    2. Inventory Manager

    Before understanding about this product in detail, let us understand why do you need inventory management.

    Inventory Manager is the most vital element of any business and manufacturing economy. It manages the demand and supply chain after the manufacture of goods and before shipping off to the delivery location. If inventory is under mismanagement, there may be dents in the supply chain. The products may suffer an unwanted halt in the supply chain, pushing the delivery dates to the shore. This compromises with the profits. In addition, it leaves the customer in discontent. This in the end results into incremental negative consequences.

    Microsoft Dynamics CRM Inventory Manager

    What is Microsoft Dynamics 365 Inventory Management?

    Microsoft Dynamics 365 Inventory Management is an enhancement of the purchasing assistant tool. It is fully-fledged technical inventory manager for your Microsoft Dynamics 365 inventory management. It lets you manage and keep a track of your entire inventory. As it is an up gradation of the purchasing assistant tool, you can generate purchase orders, add, and modify suppliers.

    Inventory Manager aids in an inward and outward flow of stocks. Wouldn’t it be worth an investment if you could maintain your stocks and provide timely delivery to your customers? And have a tool which guides you and alerts you for the goods which are low in stock?

    With this tool, you can never run out of stock and never have too much of stock! If you are looking for streamlining your purchase and stock keeping procedure then Microsoft CRM Inventory Management is everything you need. Inventory management creates an environment where you can trust the changing supply chain requirements. It creates an environment where, the accuracy of your inventory is absolute.

    3. Custom Auto Numbering

    A numbering tool is another such tool, which gives you the best platform for managing your customers. Microsoft Dynamics CRM Auto Numbering Plugin is an essential tool for managing your numbering pattern in the CRM. It can never be universal as not all businesses have same nature of requirements to label their records. However, it is critical to computerize them all the same.

    Do you want to assign dynamic pattern to the numbering system of your CRM Records? Do you want to assign prefix and suffix to your numbering pattern? Well, AppJetty’s Custom Dynamics 365 Auto Numbering Tool gives you this opportunity. The tool allows you to assign prefix and suffix based on the date of record, letters, or the combination of both. It can also be the static set of both. This solves the major challenge of managing your numbering system.

    Custom Auto Numbering for Dynamics CRM

    The displeasure from writing complex codes repeatedly for managing the unique identifiers of the customer records ends with the auto-numbering tool! In fact, using the tool you can add clear numbers by generating auto-numbering to your CRM records. CRM Dynamics tool allows you to define your preferred prefix and suffix.

    4. All In One Calendar

    What is Dynamics CRM All in One Calendar Plugin?

    The MS CRM Calendar Plugin, in a calendar format, all effortlessly manages your vital activities like tasks, appointments, phone calls, letters, fax, emails, and custom activities. You can view the calendar in multiple view formats like List View, Timeline View, Gantt View, Top down View, and Agenda View along with Day, Day Span, Week, and Month View.

    Microsoft Dynamics CRM All in one Calendar

    Why do you need All in One Calendar Plugin?

    Ideal CRM software is one that takes care of tasks of all your departments and helps the workers of your firm to connect with the clients in a healthier way. It lets you bring all the workers on a common platform. It takes ownership of different aspects of your firm and improves productivity.

    Dynamics CRM All In One Calendar Plugin is a calendar solution for Dynamics CRM, which manages activity. It keeps the activity of CRM users in check. It gives you a bird’s eye view on yours and your team members’ tasks. You will never miss important events and deadlines as you always get notifications. A super admin authorization allows you to personalize the look of the tasks in the calendar in accord of the priority.

    You can also view holidays apart from managing day-to-day activities, specified by the admin. With the assistance of Microsoft Dynamics CRM activity calendar Plugin, you can also look at the activities form one of the statuses including “Cancelled,” “Completed” “Open,” and “Scheduled.”

    Investing into All in One Calendar Plugin is a wise choice.

    5. Smart Alerts

    Smart Alerts is a Microsoft Dynamics 365 Alerts Notification Plugin that enables CRM users to add and manage alerts for diverse entities in their CRM. You can effortlessly add all the critical data and information to individual as well as bulk records.

    The Microsoft Dynamics CRM lacks the trait of displaying notifications and alerts. This creates prolonging response cycles. Moreover, unaddressed customer issues and some missed deadlines! For addressing this challenge, you require a feature that provides you with alerts on vital CRM entities.

    Smart Alerts is a carefully developed Microsoft Dynamics CRM Alerts Plugin that enables CRM users to add and manage alerts for different entities in the CRM. Once you incorporate Smart Alerts to your CRM, it becomes easy for you to add critical data/information to individual and bulk records.

    The users get a pop-up alert in the form of message whenever they access that record.

    Smart Alerts for Dynamics CRM

    Using the Dynamics CRM Smart Alerts plugin, you can create and view bulk alerts. Moreover, you can add multiple alerts for each record, set alert types, add start and expiry date for each record and do much more!

    Smart Alerts for Dynamics CRM helps you in creating and managing pop-up alerts. These are in relation to tasks, information, and workflows, which need implementation at the right time. These alerts help you to be quick while prospecting, list building, lead qualifying, and many other processes. By accomplishing tasks on time and curbing the response cycles, your team will be able to enhance their yield up.

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