Optimize your CRM with these Dynamics 365 add-ons
With a community of thousands of providers and developers, Microsoft Dynamics 365 enjoys a large ecosystem of third-party products and add-ons. A wide variety of applications are available to meet your specific business needs and tailor your CRM to your industry. Dynamics 365 add-ons let you quickly optimize your system without costly personalized developments. With the right tools, you can manage all aspects of your business from a single integrated system and tailor the solution to your processes, not the other way around.
The Microsoft AppSource webpage lets you search by category, industry or product. As an expert in developing and implementing Microsoft Dynamics solutions, JOVACO can also help you find the products that best meet your needs, organizational structure, and budget. Here are a few of our proven partner solutions.
Create communications with targeted messages and calls to action, and trigger different events depending on the response and other various criteria. Build email lists, landing pages, surveys and forms to follow the buying cycle of your prospects and clients. Automatically launch campaigns based on actions from an email or webform, or even directly from your contact screen. The integration to Microsoft Dynamics 365 Customer Engagement eliminates double entries and provides other departments, such as sales, with a view on the communications that have already been sent to clients to improve efficiency across your organization.
Document automation and migration, management of customer communications and regulatory forms, self-service applications, and electronic signatures—Xpertdoc handles a wide range of processes to overcome complex document challenges. By ensuring that the documents used across your organization can be generated and shared quickly, you empower your resources and improve communications both internally and with customers.
Membership Dynamics also lets you manage events and meetings of all sizes, and offers an integrated e-commerce functionality to facilitate subscription payments and refunds. The built-in accounting module is also integrated to most financial management software for tailored reporting and easy management. Membership Dynamics is a complete solution that covers the entirety of your membership management needs.
Seven components make up this native solution. These help you implement Excel-like formulas to manipulate data efficiently, build complex business rules and associated actions, and create custom workflows. Schedule workflows and updates, connect your system to web services, and automate your business processes with flows that collect, calculate, update and create Dynamics 365 or CDS information. Take advantage of an intuitive interface to accelerate your processes to deliver projects on time and reduce your maintenance costs.
Get in touch with JOVACO
Our team of experts is available to analyze your specific business needs and help you find the Dynamics 365 add-ons and third-party products that will help you make the most of your CRM solution.