5 Must Have Plugins For Dynamics 365 To Boost Crm Productivity

By Author: Maulik Shah
Total Articles: 73
Comment this article

MS Dynamics 365 is a suite of tools built with the purpose to handle almost every work process. With a wide range of users, it gets difficult to have features useful for all. To overcome these situations, we use plugins. There are various kinds of Dynamics plugins available in the market. You can buy ones that are useful for your business. This way you will have to only pay for things you require. 

Here, we have listed a few important plugins that can boost your CRM productivity. Let’s dive in.

Calendar

Scheduling meetings and assigning tasks gets difficult when you don't know your team members' ongoing schedule. But with Dynamics 365 calendar plugin, you can view your team member's schedules and organize meetings accordingly. You will also be able to view their ongoing tasks and assign tasks accordingly. This plugin seamlessly integrates with your Dynamics CRM.  

You can edit tasks from the calendar and it will reflect the same in CRM. This plugin allows you to create multiple calendars for customers or employees for better management of activities. Calendars can be shared amongst team members ...
... to boost team productivity. It also sends reminder notifications on screen or in emails so that you never miss any important meetings. Thus, with a Dynamics 365 service calendar, your to-dos and scheduling meetings are sorted.

Smart Alert

While working on various projects with different team members, it gets difficult to notify about changes in the project or any important information your team members shouldn't miss. With the smart alert plugin, you don't need to worry anymore. You can send criteria, bulk, SMS, announcement, and change alerts. 

You can also create alerts for individual members of the team. You will be able to view all alerts on one page, which makes it easy to go through them at once. It allows you to track the activity of the member after he has received the alert. Whether they have read, ignored, or have acted on the given alert.

Thus, this plugin helps in making informed decisions and enhancing team performance smartly.

Custom Auto Numbering

The IDs generated in CRM can be customized as per your needs with a custom auto numbering plugin. It allows you to change the defined prefix and suffix lengths. You can also customize numbering according to your organization's number format. With this plugin, you can control records starting positions. Furthermore, it allows you to activate and deactivate auto numbering for the various entities in your CRM.

Map Integration

This plugin is the best choice if you want to boost the productivity of your sales and marketing department. By integrating the map plugin with your CRM, you can track your sales rep’s activities. It allows you to enter the desired location and shows the shortest route. Its reminder functionality reminds your sales rep of a scheduled meeting at a given location. 

It shows the CRM data of the clients in chart and graphs form for you to analyze from which area more sales are generated. Based on that data you can highlight that particular region of high sales on the map. This will save the time of your sales rep and increase productivity.

Stock Management

Not every customer likes reading out of stock on the product they want to purchase. As a businessman you would not want this to happen, especially on best selling products and in festive seasons when sales are high. To overcome this problem, you can add a stock management plugin to your CRM. 

This plugin will send you alerts for low stock, monitor inward and outward flow, purchase orders, refilling, and more. You don't need to keep counting inventory again and again. With this plugin, it becomes easier to deal with stock and warehouse management. You can have an overview of sales revenue and generate inventory reports.

Wrapping Up

Irrespective of your business type, calendar, alert, and auto-numbering plugins can be used by almost every business. We hope this article helps you in understanding how plugins can enhance the overall performance of your CRM.

Maulik Shah is the Founder and CEO of AppJetty, a fast growing software add-on store selling extensions and plugins for various technologies, including Odoo themes and odoo apps Magento 1 extensions and Magento 2 extensions. Maulik is a tech enthusiast and writes about the various aspects of ecommerce technology.