Simplify your Dynamics 365 processes and get free Access to our valuable experience and our sound Know-How! Simply register for the webinar you want to attend below. A reminder and the meeting invitation will be sent prior to the webinar!
See the values and benefits of having your Microsoft Dynamics CRM connected to your phone system using our TelephoneIntegration tool.
Managing calls & CRM at the same time can be a challenge - that is why we invented TelephoneIntegration. Features like "Caller Recognition" and "Click2Dial" or “USD” will boost your daily phone tasks and ensure everything is properly tracked in CRM.
In the webinar on July 11, 2019 we focused on the TelephoneIntegration features that will boost your daily phone tasks:
Simplicity - thats what our recent updates to DocumentsCorePack for Microsoft Dynamics CRM have been focused on. Take a look how easy it is to create a PDF and send it to potential customer or our new possibility to trigger workflows from the document generation wizard.
See a live example of how easy it is to deploy and enable document generation in less than 30 minutes. Next to setup and configuration we will cover the basics on how to design reports using MS Word.
Experience CRM-internal activity handling at it's best with our ActivityTools for Microsoft Dynamics CRM 2015. See how easy it is to view, create and manage all kind of activities and emails.
Whether its sending an NDA, an SOW or a Contract, DocumentsCorePack allows to combine creation of contracts and the colleciton of eSingatures in one simple process.