# Dynamics 365

# Dynamics 365
CONTENT

...
...

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales is an intelligent platform that offers sales automation capable of managing your entire business development process. The application provides your sales team with the tools required to support them in winning more deals, enhancing productivity, and fostering existing relationships. It is designed to help organizations gain a 360-degree view of critical business development processes, maximize revenue opportunities, and more effectively collaborate across pursuit teams.

...
...

Click2Clone - Copy/Clone Dynamics 365 CRM Records

Click2Clone is a productivity app to clone/copy Dynamics 365 CRM/Power Apps records from any OOB as well as custom entities to another record.

...
...

Click2Export – Schedule & Export Dynamics 365 CRM Reports/CRM Views/Document Templates

Click2Export is a productivity app which provides easy user experience of exporting any of the Reports/CRM Views/Document templates in just one click.

...
...

Click2Undo - Undo & Restore Dynamics 365 CRM & PowerApps data to its last known state

Click2Undo is a 1-Click productivity app enables users to undo changes and restore records to its previous known state with just a single click.

...
...

Attach2Dynamics - Attachment Management for Dynamics 365 CRM/Power Apps

Attach2Dynamics is a productivity app which provides native integration between CRM and cloud storages like SharePoint, Dropbox and Azure Blob Storage.

...
...

Create your interactive experience dashboards in Dynamics 365

This video from July 2020 will introduce Interactive dashboards in Dynamics 365. This will include how to create a new Interactive Dashboard, configure global filters, sortable fields and assign security.

...
...

SharePoint Security Sync - Synchronize Dynamics 365 CRM security privileges with SharePoint

SharePoint Security Sync is a comprehensive solution for integrating Dynamics 365 CRM and Power Apps with SharePoint for document management.

...
...

Maplytics™ Overview - Mapping Solution for Dynamics 365 CRM

Maplytics™ is a geo-analytical mapping app that enable users to visualize and analyze Dynamics 365 CRM/Dataverse data on a map, in real-time and on the move.

...
...

Email Along the Customer Journey

Email campaigns are an exercise in relationship building. When done right, a well-mapped email program can bring in more sales and help you transform your existing client base into a community. But building a successful email strategy isn’t just about sales—by applying analytics to your customer journey, you can gather valuable intelligence about your prospect and customer base that can help you transform how clients experience your brand. In this presentation, we’ll talk about how to build targeted email campaigns for every step of the customer journey, with hands-on tips for deciding who to nurture, when to nurture them, what to say in your messaging, and how to measure email success.

...
...

Click2Undo Overview - Undo changes & Restore Dynamics 365 CRM records in 1 Click

Click2Undo is a productivity app that enables users to undo changes accidentally saved and restore records to its previous known state with a single click.

...
...

What Makes the Perfect CRM Record?

As marketers and sales teams increasingly use Dynamics 365CE & CRM data to make decisions about strategy, marketing spend, and the customer journey, the fields and processes we add to our forms can have a tremendous impact on our success. In this session, marketing and sales users of Dynamics 365CE will learn how to think through required fields, custom fields, option sets, workflows, and more to capture the data they need to inform a successful sales and marketing strategy.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

...
...

Xpertdoc for Microsoft Dynamics 365

Xpertdoc for Microsoft Dynamics 365 lets you build and run any document process that leverages data from Dynamics 365/Common Data Service (CDS), Xpertdoc’s web-based Smart Forms and external data sources. Your business-process owners can easily model and deploy simple or complex document flows by arranging flow steps through the solution’s intuitive user interface, and by defining wizard-driven logic between these steps, to create personalized and engaging documents – without code.