Discontinued products
You can find an overview of all CRM-Addons, which will not be supported or developed any further.
Notes to Dynamic 365
Your data migration from Notes to Dynamics 365 / Dynamics CRM
Transfer all your data from IBM Notes to Microsoft Dynamics 365 / Dynamics CRM.
SharePoint-Interface
The SharePoint-Interface for Microsoft Dynamics CRM has been developed to support companies using Microsoft CRM and SharePoint.
Your benefits
- Integration in SharePoint in only a few minutes
- Maximum user acceptance
- All documents are displayed in the Microsoft Dynamics CRM layout
Optimal integration
As an integrated application, the SharePoint interface provides direct access to the SharePoint server in Microsoft CRM.
Drag & drop directly embeds your documents.
Simply cooperate
This is a matter of enabling your employees to cooperate in the most easy way. Whether you work at your PC in the office, at your cell phone on the move or online in the browser – together with CRM, SharePoint offers countless possibilities to meet your everyday requirements.
Marketing Mail Manager (MMM)
The Marketing Mail Manager is an expansion of the standard “Marketing” module and provides the user with unprecedented functions. It is multilingual and completely integrated into Microsoft CRM. With our solution, external data are not required: all functions process only information present in the CRM.
Optimal integration
The Marketing Mail Manager is an extension to the standard module “marketing” which makes available other, never been there functions to the user.
It is completely integrated in Microsoft CRM and is available in several languages.
External data are not necessary with our solution; all functions only handle the information available in CRM.
AD Synchronization
Do you maintain all your employee’s credentials centrally and up-to-date in your Active Directory?
All these information should automatically be transferred to CRM in the CRM user entity?
So, you should use our AD synchronization with Microsoft Dynamics CRM!
This service has only read access to the Active Directory and writes modifications to Microsoft Dynamics CRM. It installs quick and easy and allows an interface configuration.
NightExpress
The NightExpress supports you with the compliance of the basic conditions of your business processes which makes the monitoring of CRM-controlled tasks much easier.
The base for this is a complex set of rules which is checked to decide if someone needs to be informed about planned telephone calls, discontinuing quotations or other issues. It is even possible to notify the person in charge if nothing was done in a long time for an issue – and of course there are many more possibilities.
If such an event occurs an e-mail is send to the person in charge requesting an action. The existing connection between e-mail and activity in this case makes the handling very easy, because the request can be deleted after it is processed. Managers and executive staff can get a summarized report, which recaps the due tasks of their employees. Clearly arranged information about selected events are possible as well.
Implementation
Using a NightExpress-service predefined conditions are checked and according to the results controlling-mails will be sent to the users. You can choose the time for these e-mails yourself.
Advantages
- Monitoring business processes by proactive mail-notifications
- Summary reports for managers and executive staff
- Extensive framework for defining checks and notifications
- Easy handling of the results, because you can directly jump to the concerned CRM-object from the e-mail
- Definable schedules for the checks
- Usable in CRM Online as well as On-Premise
Filtered Lookup for CRM 4.0
The Filtered Lookup for Microsoft Dynamics CRM 4.0 is the successor of the Custom Lookup Dialog for Microsoft Dynamics CRM 3.0. Initially being a workaround to filter lookup results, it grew to a tool set with a lot more functions than initially thought. As of January 2008, the current version of the Custom Lookup Dialog for Microsoft Dynamics CRM 3.0 is 1.4.3.
Filtered Lookup for CRM 2011
Though the Filtered Lookup for Microsoft Dynamics CRM 2011 can be used in a fresh CRM 2011 environment, it’s main purpose is to provide a compatibility update for existing users of the Filtered Lookup for Microsoft Dynamics CRM 4.0.
The main goal behind this release is to give existing customers a choice to migrate their CRM 4.0 to CRM 2011 in a smooth fashion. The Filtered Lookup will continue working in CRM 2011, allowing to switch to the new version now and changing the lookups to use the Microsoft implementation later.
Filtered Views
Filtered Views show data in a view that is filtered on some other data. Let’s assume that you want to have an email view similar to what you know from your Outlook client. How do you it? The Filtered Views add-on is based on a different idea. Instead of using workarounds to mimic a behavior that already is an integral part of Microsoft Dynamics CRM, it uses the existing advanced find functionality to assemble a view filter and layout, and lets Microsoft Dynamics CRM render it.
Favorite Views
Microsoft Dynamics CRM 4.0 defines one default view per entity. This view serves as the default for all users, whether it makes sense or not.
The Favorite Views add-on gives your users the freedom to define which views they want and what view should serve as default. That way, the sales person may go for the “My Accounts” view, while the support person sets “Accounts with open cases” as the default; the sales person may exclude the support views and vice versa. It’s all up to the individual user and not administered, though you can control who is allowed to use the product using standard CRM security roles.
Document Server
The Document Server is a CRM add-on targeting Microsoft Dynamics CRM 4.0. Based on user-defined Word templates, it retrieves CRM data and populates a Word document that is then opened at the user’s desktop.
The Document Server is a Document Service, a .NET web service that can be consumed in all applications capable to deal with SOAP messages. Documents are created on the server, not on the client. So besides creating Word documents from within the CRM web application, which – of course – is the most common way of using it, you can also integrate the same functionality into your own .NET solutions, either server or client side.
