Microsoft Dynamics CRM Add-On Programmes

There are a number of our partners who develop Microsoft Accredited tools and add-ons which are designed to be implemented as part of your Microsoft Dynamics CRM solution.

These tools can improve basic functionality such as searching, as well as providing enhanced functionality and capability such as through Support Desk portals and financial integration.

c360 is recognised and highly recommended by Microsoft for their innovative and cost effective solutions. There are three main products on offer:

The Core Productivity Pack includes:

  • Console - allows users to configure their own workspace to give quicker access to frequently used data.
  • Data Quality Centre - offers a complete solution to validate, manage and keep data clean and up-to-date (includes dedupe facility when creating new records).
  • Multi-Field Search- provides a quick search screen that is fully configurable for each user.
  • Summary - provides users with an integrated screen displaying all open and closed activities, notes and CRM records.
  • Alerts - allows users to add critical data to records so other users will be made immediately aware of it on accessing the record.
  • Relationship Explorer - extends the relationship display and linking capabilities.
  • Email Link - allows users to click a button and send a link to a CRM record via email to another user.

The Sales Productivity Pack includes:

  • Forecast Manager - improves forecast accuracy by simplifying the process of reviewing and updating sales opportunity forecast information.
  • Web Connect - allows CRM to be easily integrated with a website to capture lead and web visitor activity.

The Service Productivity Pack includes:

  • Email to case - monitors an unlimited number of Microsoft CRM Email Enabled queues creating Case records and linking the e-mail activities to those Case records.
  • My Workplace - allows users to modify their workplace options to set the way data is presented to them as well as allowing easy access to other user's queues.

Additional Products:

  • Audit
  • Field Level Security
  • Multi-Currency Management
  • Customer Portal

Scribe produce data integration tools for Microsoft CRM 3.0 to aid quicker implementation through handling data migration between a number of products:

  • migrate data into Microsoft CRM
  • integrate data between Microsoft CRM and a legacy system, an ERP system, web form or more
  • integrate data between Microsoft CRM and Great Plains
  • integrate product data from a back office system
  • integrate leads into Microsoft CRM