Our PLUS Add-Ons
for your Dynamics 365 CE
Are you already using Dynamics 365 CE (CRM) in your company and would like things to work more simply and with fewer clicks?
Then leave the standard behind. Go one step further and optimize your work with PLUS add-ons from awisto.
We transform
your business
Our PLUS Add-Ons are your
Added Value in everyday work
Office Integration
Create complex documents in CRM
FOR WHOM?
For anyone who works with the Dynamics 365 Sales / Field Service / Customer Service modules and wants to create complex Word or PDF documents directly in Dynamics 365 CE (CRM).
WHAT?
Automated document creation in Word or PDF format via flexible XML-based Word templates
AttachPLUS
Manage attachments in CRM
FOR WHOM?
Suitable for users who use images, contracts, invoices and other attachments directly in the CRM to permanently record the status of orders or the design of expenses.
WHAT?
Clear management of all media in the CRM
(PDF, Word, Excel, PNG, IMG, etc.)
CopyPLUS
Copy complete data records
FOR WHOM?
For any company for which the simple duplication of data records in CRM makes everyday life much easier and permanently increases effectiveness.
WHAT?
Duplicate data records at the touch of a button
VisitPLUS
Visit reports directly & mobile in CRM
FOR WHOM?
Employees who already use Dynamics 365 CRM and are looking for a strong solution for mobile field service.
WHAT?
Edit visit reports and route planning directly on site and store them in CRM
EventsPLUS
Online & offline events
FOR WHOM?
Companies that regularly organize events, training courses, seminars or training sessions and are looking for simple and effective planning software.
WHAT?
Complete event management in CRM: administration, participants, certificates and resources
AddressPLUS
Address inheritance in CRM
FOR WHOM?
Employees who work with Dynamics 365 CE on a daily basis and strive for reliable and consistent contact data quality in CRM.
WHAT?
Complete transfer and inheritance of addresses to linked data records
PhonePLUS
Standardized phone number format
FOR WHOM?
Innovative companies that want to make calls directly from the CRM (e.g. via Microsoft Teams) and are looking for a standardized data structure.
WHAT?
Phone number formats in Dynamics 365 CE with user-friendly input
ApprovalPLUS
Approvals & authorizations
FOR WHOM?
Established companies with a large workforce, complex security concepts and approvals, who work with Dynamics 365 CE on a daily basis and want to manage and monitor access simply and effectively.
WHAT?
Clearly manage and edit approvals
More functions in your CRM with our PLUS Add-Ons – test now!
Test each CRM add-on free of charge for 3 months – we take care of the installation and look forward to your feedback on our extended CRM functions!
Request now
Contact us
“We accompany you individually on your digitalization journey with our CRM PLUS add-ons.”
Tobias Heck
Sales Manager
+49 (711) 490534-30
tobias.heck@awisto.de