Custom Automation Add-Ons Built for Dynamics CRM

Managing customer relationships can be a time-consuming process that requires a lot of attention to detail – and this is where Dynamics CRM automations come in. By automating certain tasks and processes within the CRM system, organizations can streamline their workflow and save valuable time and resources.

Join our Dynamics CRM specialist for a special session featuring our custom automation add-ons, and how they can be tailored to fit the specific needs and goals of your organization. Featured add-ons to be covered, include:

  • Sales Contract Renewer – For the salesperson who doesn’t want to miss future opportunities and has customers with renewable business.
  • Opportunity – Repeat Sale – If you have anticipated repeat sales based on timeframes, the system can automatically create an identical opportunity for your sales team with the future date on the current opportunity.
  • Credit Hold Manager – Stops the completion of existing sales based on the account’s status. When Credit Hold is flagged, a notification email goes out to the account manager to let them know that their accounts are on hold.
  • Productivity Watcher – Net Watcher – Track user activity/productivity level in CRM by calculating the total number of Creates and the total number of Modifies. Account, Contact, Activity creation/modification will increase counts via goal metrics. Displays productivity metrics on Dashboard by user and Business Unit.