Dynamics CRM Productivity Tools & Accelerators specializes in delivering Microsoft business applications, offering a range of add-ons for Dynamics 365 CRM. These include features like a drag-and-drop email template builder, activity timeline view, auto counter, kanban board, and various connectors for QuickBooks, MYOB, and Xero. The document emphasizes customer satisfaction and provides contact information for inquiries.

1. Dynamics CRM Productivity Tools & Accelerators
Soluzione is a Team of Experts and we specialize in delivering Microsoft Business
Applications through our technical expertise, understanding of varied domains
with extensive experience of our team and deep passion for customer
satisfaction.
Below I have listed the add-ons which we offer:
• Activity Timeline for Dynamics 365 CRM: This Add-on provides you a
smart and interactive activity timeline-based view for any Dynamics CRM
entity.
• Drag and Drop Email Template Builder for Dynamics 365 CRM: Add-on
that helps you overcome all the limitations of out of the box Dynamics
CRM Email Templates Now create professional emails quickly without any
HTML skills within Dynamics CRM. Use the Drag and Drop feature to easily
add visual elements, insert images, text areas, videos and more.
• Auto Counter for Dynamics 365: Auto Counter for Dynamics 365
automate the process of adding counters to the CRM entities. This is a
Add-on for Dynamics 365, allows the CRM user to configure counter for
default as well as custom entities. Put any prefix, suffix, counter zero
padding and specified date formats with Auto numbering. You can set the
initial value of the counter and its incremental value as well.
• Kanban Board for Dynamics CRM: Interactive Kanban Board Add-on for
Dynamics 365 CRM offers you an intuitive Kanban view of all your CRM
Records across entities and business processes. This add-on is not only
visually appealing but provides insights into your organizational
workflows. This increases Dynamics CRM adoption and boosts
productivity by adding Kanban view for your processes.
• SharePoint Metadata Capture: Add-on that allows you to capture
additional metadata for a document when the same is uploaded into
SharePoint Document library from Dynamics 365 CRM.

2. • Report Scheduler: Add-on that enables you to automatically run reports
in Dynamics 365 CE. It can be set to execute on a scheduled interval and
send the report as an email attachment.
• QuickBooks Connector: QuickBooks connector add-on for Dynamics 365
CRM is a secure, robust and reliable cloud-hosted service to synchronize
and link customer records, invoices, and payments between Dynamics
365 CRM and QuickBooks.
• MYOB Connector: Add-on for Dynamics 365 CRM is a secure, robust and
reliable cloud-hosted service to synchronize and link customer records,
invoices, and payments between Dynamics 365 CRM and MYOB.
• Xero Connector: Add-on for Dynamics 365 CRM is a secure, robust and
reliable cloud-hosted service to synchronize and link customer records,
invoices, and payments between Dynamics 365 CRM and XERO.
Do let us know if you have any queries we are just an email away:
info@solzit.com