Microsoft Dynamics 365 CRM + Inogic Add-ons = Success! – CRM Software Blog


Microsoft Dynamics 365 CRM is a powerful tool for businesses to manage their customer relationship management (CRM) needs. Basically, it has been designed to help businesses manage their sales, marketing, and customer service activities. The CRM module of Microsoft Dynamics 365 offers a wide range of functionalities that enable businesses to effectively manage their interactions with customers, improve customer engagement, and drive sales growth. However, businesses often require additional functionality beyond what Dynamics 365 offers out of the box. And the best part about Dynamics 365 CRM is you can develop your solutions and integrate or import them into the Dynamics 365 environment to bridge this gap.

This is where Inogic 15+ Microsoft AppSource Preferred Add-ons come into play. By integrating Inogic Add-ons with Dynamics 365, businesses can achieve even greater success in managing their operations.

With 15+ apps for Microsoft Dynamics 365 CRM and Power Platform, a wide range of additional features that can enhance Dynamics 365’s capabilities are provided. This makes Dynamics 365 even more powerful and performs actions that empower the users in multifold. Inogic apps are divided into seven different categories – geospatial apps, visualization apps, user adoption apps, file and storage management apps, productivity apps, integrations apps, and SAAS Management apps. These apps help organizations streamline business processes and achieve high Returns on Investment.

With these apps, users can –

Map/Plot Dynamics CRM Data on Map – Maplytics is a comprehensive geo-mapping app that empowers business decision-makers to harness the power of geo-analytics by visualizing CRM data on the Map. Organizations using Maplytics with Dynamics 365 CRM report nearly 10-30% mileage cost reduction, 1-2 hours of time-saving on planning and scheduling field activities, and a 30-40% increase in touchpoints.
Achieve optimum visualization with Kanban and Mind map view – Kanban Board is a visualization tool for visualizing your Dynamics 365 CRM and Dataverse data in a Kanban view. The ability to categorize CRM record data into typical Kanban-styled lanes and rows allows for a quick review of the records in a card-based view and easily identifies the record’s work status. Map My Relationships principally helps users overcome the core challenges of getting a mind map view of Dynamics 365 CRM data.
Simplify attachment management and optimize storage space – Attach2Dynamics by Inogic is an efficient storage and document management app that integrates Dynamics 365 CRM with Dropbox, Azure Blob Storage, and SharePoint. On the other hand, SharePoint Security Sync allows users to manage CRM attachments/documents in SharePoint and also replicates security privileges from Dynamics 365 CRM to SharePoint.
Improve subscription management, billing, and taxation process – Subscription and Recurring Billing Management by Inogic, assists businesses in managing subscriptions and recurring billing. It helps businesses automate and streamline their billing process. The tool is designed to automate and reduce the manual effort involved in managing subscriptions and recurring payments. Auto Tax Calculator provides users across all industries with an automated approach to tax calculation directly inside Microsoft Dynamics 365 for Sales.
Get 360-degree customer accounting data within CRM – Organizations can get a bi-directional view of customer accounting data with InoLink. InoLink integrates QuickBooks online with Dynamics 365 Online enabling users to view customer accounting history like aging details right within Dynamics 365 CRM online.
Seamlessly manage alerts, monitor actions, motivate employees, and assign leads- Alerts4Dynamics provides Dynamics 365 CRM users with a robust alert and notification management system for streamlining internal business communication. It lets you notify your target audience right within your CRM. With User Adoption Monitor, tracking user actions in CRM on a daily, weekly, or monthly basis is made quite easy. Whereas Sales teams using Gamifics365 with Dynamics 365 CRM report a nearly 10% increase in sales productivity, and a 21% increase in sales personnel engagement. Lead Assignment and Distribution Automation assist organizations in automating the process of assigning and distributing leads, thereby eliminating cherry-picking and mismanagement of Leads.
Clone, Export, enforce best practices and Undo changes in CRM data with ease – Inogic suite of 1 Click productivity apps – Click2Clone, Click2Export, Business Process Checklist, and Undo2Restore – ensures users can clone/copy records, export Reports/CRM views/Document templates, enforce best practices, undo changes and restore deleted records with a single click. This enhances the overall productivity of Dynamics 365 CRM users.
Bridge the information gap between Sales & Marketing – By integrating Mailchimp and Dynamics 365, Marketing4Dynamics can help sales and marketing teams work together more effectively, gain valuable insights into their marketing efforts, and create more personalized experiences for their customers, resulting in increased efficiency and improved business outcomes.

Overall, by integrating Inogic Add-ons with Dynamics 365 CRM, businesses can achieve even greater success in managing their operations. With a wide range of additional features and capabilities, Inogic Add-ons can help businesses automate workflows, improve data accuracy, and gain deeper insights into their operations. Whether you are looking to optimize your field operations, streamline your document management, or automate your email marketing, Inogic has apps that can help.

Intrigued and wish to experience it? Download a free trial from our website or the Microsoft AppSource or mail us at [email protected] to schedule a personalized demo or for any of other Dynamics 365 CRM development needs.

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