Add-ons

Our products significantly improve the usability and functionality of the standard Microsoft Dynamics 365 platform. We also develop bespoke plug-ins for your projects.

  • Products Database
  • Quote Generation
  • Configurations
  • Quote Presentation & Distribution
  • Stakeholder analysis
  • Competitor Analysis
  • Qualification Matrix
  • Managed Sales Activity
  • Call logging
  • Metrics and analysis
  • Objectives & Outcomes
  • Fully Configurable
  • High-level timeline of bookings for resources such as rooms or equipment
  • Allows for a simple visual representation of your organisation’s commitments.
  • Power App for Expenses
  • Power App for Timesheets
  • Visualise any entity records on a map
  • Automatically geo codes records
  • Add Leads / Contacts to marketing lists
  • Zoom in & out

Workflow Utility

A collection of workflow tools that allow functions such as:

  • Aggregation of data from child records
  • Triggering a workflow to run on a selected child record
  • Extracting record GUIDs (Global Unique Identifiers)
  • Regular expression extraction and match

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