Microsoft Dynamics CRM Add Ons
The ISV market for Dynamics CRM Add Ons continues to grow day by day. Here you will find a selection of key components that most consultants which will find useful.
SMS integration
A new integration tool - see more in the folllowing YouTube link.
Quote2PDF
The MyCRM Extended add-on Quote to PDF from mycrmgroup.com is a time saver add-on for busy sales people that need to get quotes from Microsoft CRM to the end Customer quickly. Find out more here:
CRM Accelerator from SalesFUSION
eMarketing integration with both on premise and hosted CRM solutions. Read more at the following:
Bulk delete
Regular cleaning of data in Dynamics CRM can be a pain. From the interface it is only possible to delete 250 items at a time and deletion from SQL is very risky and un-supported. It is possible to utilise a bulk delete call in the SDK and implement an asynchronous operation via custom code. If you prefer to re-use something that is already written. Here is an example:
Resco.Net
Now you can help your customers manage their important information from Windows Mobile. Resco MobileCRM Studio is a developer platform that assists in the development of mobile applications that are used as extensions to Microsoft Dynamics CRM. Resco MobileCRM Studio is fully integrated in the Microsoft Visual Studio environment and allows development of mobile applications for Windows Mobile devices working in the disconnected mode and capable of synchronizing local data with Microsoft Dynamics CRM on-demand.
Competitive Advantages
- Developer platform
- Licensing policy includes Royalty-free distribution of mobile app
- Re-branding enabling offering the mobile app under the client's company name
Word Connect
Integration with CRM
WordConnect automates the correspondence or document process.
WordConnect does that by placing the central focus on templates and text blocks within the organisation of every employee.
These templates and text blocks mostly contain data from your information system.
WordConnect can easily link this data, so that it will automatically appear in your documents.
If data cannot be displayed in your document automatically, WordConnect allows you to select addresses and all other details from Word.
Integration with CRM goes one step further.
This means that WordConnect will work together with your CRM system. Word will be launched with WordConnect from your CRM system, with data from your CRM automatically loaded in your document through the mail merge functionality.
Aside from mail merging data, WordConnect can also automatically copy lists of data (such as products for a quote) from your CRM system to your document.
Created documents can subsequently be retrieved from your CRM system
Custom training content
Want to supply custom training content for Dynamics CRM - have a look at both of these sites:
Silverlight Dashboards for CRM
Some great looking demos of dashboards for CRM - possibly the ultimate Salesforce killer app?
Here are the products:
Here is the demo
First thoughts? Perhaps on the expensive side? But possibly the best looking dashboards we've seen for some time. Would like to hear what you think ....
Enrich Account data with Hoovers
A great tool for sales and marketing executives - now available for CRM integration. Global data for on-premise and online CRM.
List View Totals and Page Numbers
Ever paged through a Microsoft CRM list endlessly to find out how many records there are - here is the answer. A cost effective plug in.
RSS Feeds from Microsoft Dynamics CRM
More organisations are using RSS feeds as a method of alerting staff to new and changing CRM data. The link below will take you to a very nicely designed and easy to implement and use.
http://www.grapecity.com/services/BusinessSolution/CRMWidgets/widgetHome.aspx
Sales Processes
Looking to implement Miller Heinmann sales processes in Microsoft Dynamics CRM. But, you want to build a lot of complex workflows and customisations. Look no further than the link below: