Dynamics 365 Add Ons
Enhance Your CRM with Dynamics 365 Add-Ons
As a business using Microsoft Dynamics 365, you know the importance of efficient customer relationship management. Yet, you may still face limitations in customization, workflow optimization, and secure data handling. Magnetism Solutions’ Dynamics 365 add-ons are designed to overcome these challenges, helping you unlock the full potential of your CRM system by enhancing functionality and streamlining processes.
Our suite of CRM add-ons not only integrates seamlessly with Dynamics 365 but also empowers your CRM to work smarter, enabling you to stay focused on what matters most—building lasting customer relationships and achieving measurable online growth.
Developer Tools Central Add-Ons for Enhanced Functionality
Magnetism Solutions offers a range of developer tools designed to enhance and customize the functionality of Dynamics 365. These tools enable developers to tackle specific CRM challenges, streamline workflows, and improve security, all while maximizing the full potential of Dynamics 365.
Here’s a brief insight into our list of developer tools:
Dialog Builder
Streamline interactions within Dynamics 365 apps with customizable dialogs and popups. This tool allows you to create user-driven processes that capture essential inputs, leading to a more tailored experience and higher efficiency.
Infinity Lookup
Enable seamless multi-lookup capabilities, allowing for easy navigation and comprehensive search results within N relationships in Dynamics 365.
Secret Vault
Securely manage sensitive information online with Secret Vault, a password management tool designed to keep critical data safe within your existing Office 365 and Azure environment.
Boost Productivity with Infinity Buttons Add-Ins
Our Infinity Buttons add-ons simplify CRM functions, providing solution to common tasks and increasing the ease of use within Dynamics 365 add ons. Each of these add-ons are created to reduce repetitive actions, improve data accessibility, and enhance user productivity. Here’s what they include:
The latest collection of products designed to enhance the productivity of Dynamics 365 users, providing quick and easy solutions to common tasks.
Extract and package data efficiently with this tool, which allows you to capture customer information and related records, streamlining data management.
Improve document handling by integrating SharePoint with Dynamics 365. This feature facilitates file uploads and quick attachment to emails, enhancing communication.
Create professional PDF documents directly from records in Dynamics 365, enabling easy previews and print-ready formats without needing administrative permissions.
Simplify data duplication within Dynamics 365 with our Clone Record tool, eliminating the need for manual copy-pasting and enhancing workflow efficiency.
Seamless Integration Apps for Enhanced Workflow
Streamlining processes often requires integrating external data sources into Dynamics 365 apps. Our integration CRM add-ons provide seamless capabilities to ensure your data remains accurate and up-to-date across all systems. Our range of integration tools include:
NZ Post Integration
Automate address data entry by integrating with New Zealand Post, enhancing accuracy and efficiency for every customer interaction.
Xero Integration
Sync your CRM with Xero for real-time updates on customer data, payments, and invoices, eliminating redundant data entry and promoting accuracy.
NZBN Integration
Access real-time company data from New Zealand’s Business Number registry to reduce manual entry and improve customer insights.
SMS Integration
Engage with leads and customers instantly through SMS, a valuable tool for reminders, notifications, and personalized messages.
Zoom Integration for Dynamics 365 Marketing
Manage meetings and webinars efficiently, with tools to schedule, track, and analyze attendance from within Dynamics 365 Marketing.
Power Automate Xero Connector
Connect Xero to any business system through Power Automate. Whether it's your CRM, ERP, or custom business applications, this connector ensures seamless data synchronization across all your platforms with minimal setup time.
Unlock the Power of Microsoft Dynamics 365 Add-Ins for CRM Success
Magnetism Solutions’ Dynamics 365 add-ons service is designed to optimize your CRM functionality, providing features that enhance operational efficiency and improve every interaction.
Whether you need to simplify workflows, secure sensitive data, or integrate essential tools, our add-ons offer the flexibility to support your business’s growth with confidence.
Ready to Unlock the Full Potential of Dynamics 365? Contact us to explore how our add-ons can transform your CRM and drive your business success.