CRM Add-ons for Dynamics 365 CE More Features for Your CRM
Our CRM Add-ons extend Dynamics 365 CE with additional functionality for everyday business processes. Manage approvals, organize documents, copy complex records, and maintain consistent contact data directly in your CRM system.
Our CRM Add-ons for Dynamics 365 CE
VisitPLUS
Customer visits´ Documentation
Customer visits can be planned, documented, and evaluated in the CRM system, including routes and visit schedules.
AttachPLUS
Centralized File Management
Files and attachments are stored directly in the relevant CRM records, making them easily accessible.
CopyPLUS
Copy complex CRM records
Existing CRM records can be copied and reused to create new quotes, contracts, and other business documents more efficiently.
PhonePLUS
Consistent phone numbers
Phone numbers are automatically standardized, and calls can be initiated directly from Dynamics 365 CE.
AddressPLUS
Consistent Address Data
Addresses are automatically transferred to related CRM records, ensuring consistent address data across your CRM system.
ApprovalPLUS
Approvals & Permissions
Approval processes are managed directly in the CRM system, with clearly defined responsibilities and documented decisions.
Extend your CRM?
Every business has its own requirements. Together, we’ll identify which CRM Add-on works best with your processes and business needs.