allows a fast and easy document creation based on CRM data.
connects your phone system (TAPI, Skype, OCS, Lync) with Microsoft Dynamics CRM.
provides the possibility to display activities from multiple users, teams and resources.
has been developed to simplify the CRM-internal handling of activities and emails.
provides a powerful search routine as it allows a quick and easy search across several entities and multiple fields.
allows to move attachments from within CRM to either a SharePoint location or a fileshare.
Simple navigation between related CRM records. The Bar can be rearranged by every user to fit his personal CRM requirements.
Workflow and Dialog based document generation.
Count and display number of related records and notes.