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5 ways productivity add-ons add value to your Dynamics 365 CRM

by Sam Kumar
VP | Dynamics 365 | Power Platform, Inogic

Microsoft Dynamics 365 CRM has become an integral part of organizations regardless of their size. From enhanced productivity to improved client satisfaction, Dynamics 365 CRM streamlines business processes and improves operational efficiency related to customer relationships. But growth-oriented organizations need more than just plain working CRM. They need to further improve their productivity and user engagement to stay ahead of the competition. And this is where productivity add-ons come into the picture.

Dynamics 365 CRM, when used with relevant third-party productivity apps, helps in optimizing businesses expenditures by increasing overall workforce efficiency. Productivity apps extend Dynamics 365 CRM capabilities, make the business processes more seamless, and provide the features to meet your business needs that would otherwise require custom development.

In this article, let's explore scenarios in which third-party apps can help increase the overall productivity of Dynamics 365 CRM users.

1. Improved operational efficiency

CRM users often need to multitask and switch modes between different responsibilities, so automating tasks improves workers' overall operational efficiency. Although Microsoft Dynamics 365 CRM streamlines business processes, it can be further standardized using automation apps. Pre-built solutions can be added to a CRM solution to automate some of the most common and important recurring tasks like subscription billing and invoicing, sending critical e-mails to customers and partners, an exporting and cloning of Dynamics 365 CRM records. Investing in these types of apps can relieve Dynamics 365 CRM users of mundane but critical work, reducing manual steps and boosting productivity.

2. Unified platform using integrations

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About Sam Kumar

Inogic is one the leading Microsoft Gold ISV Partners with an exclusive focus on providing innovative apps and development services on Dynamics 365 CRM/Power Platform. Its flagship Dynamics 365 CRM maps integration app Maplytics™, a 5-star rated Preferred App on Microsoft AppSource, is changing the way locational intelligence is leveraged with features like Radius Search, Territory Management, Route Optimization, Auto-scheduling, et al.

Inogic is renowned for its 15+ Microsoft Preferred Co-sell ready Productivity Apps on Microsoft AppSource. From the latest WhatsApp Business integration with Dynamics 365 CRM, Document Management in Dynamics 365 CRM/CE with Attach2Dynamics and SharePoint Security Sync, Sales enablement using Lead Assignment and Distribution Automation, Alerts4Dynamics, and Business Process Checklist, improving productivity with Click2Clone, Click2Export, and Undo2Restore, user adoption and motivation with User Adoption Monitor and Gamifics365, popular Visualization Apps Kanban Board, Map My Relationships and Integrations like MailChimp Integration, Subscription & Recurring Billing Management, to QuickBooks ...

More about Sam Kumar