Dynamics CRM Add-Ons
- Sep 12, 2012
- 3 min read
KEEPING FOR HISTORICAL REFERENCE
There are many add-ons available for Microsoft Dynamics CRM. Here is a list of some:
Vendor | Products |
Microsoft | Customer Portal (en-GB) |
| |
| Instance Adapter - to synchronize data between two CRM organizations. Requires the Connector for Microsoft Dynamics. |
| |
Productivity Pack - A collection of tools provided for free by Adxstudio | |
Many add-on products such as email to case | |
Parse & Extract From Incoming Messages To Update Your Databases | |
Editable Grid and others | |
Javascript generator | |
Multiple products for sales, billing and time management | |
Web Form capture and others | |
| |
Silverlight CRM Attachment Image | |
CRM Option Set Utility | |
Telephony CTI | |
Telephony CTI | |
Marketing and Web Form capture | |
Event Management in CRM using EventBrite | |
Project planning and many others | |
Many add-on products including relationship charts, mapping, photo management. | |
Business Process Management | |
Formula Manager | |
Use gamification techniques to encourage the adoption of CRM by end users by rewarding them for their actions and achieved goals according to your business rules. | |
Develop 1 | Ribbon Workbench - installs as a solution. |
Scribe | Importing and synchronizing data between CRM and other systems |
Importing and synchronizing data between CRM and other systems | |
Migrate on-premise CRM data to CRM Online | |
Import Manager | |
Mobile Client for CRM | |
Customer interactions, knowledgebase, web-based self-service etc. | |
Data Manipulation Framework - calculated fields | |
Formula Manager - calculated felds | |
Marketing List sync with Outlook | |
This add-in fro Gap Consulting "provides you with the ability to store information on a parent record summarised from multiple child records. With Auto Summary for Dynamics CRM 2011 you can sum any source field on all related child records and store the result on the parent record. It’s also possible to count the number of related child records and even apply a filter query before storing the result in the chosen field of the parent record. " | |
Telephony/Skype for CRM | To add... |
FLS Visitour scheduling and route-planning | |
Codeplex solution for importing and exporting many to many relationships | |
Bulk Workflow Execution - run a workflow on all records in a view | |
Free solution from CRM Innovation Tool Tip manager, edit tool tips displayed in Microsoft Dynamics CRM 2013 via forms instead of editing the entity description in a solution | |
Sonoma Partners - CRM Dev Tools | Dev Tools for Chrome - Help with customizing and troubleshooting |
Send/receive SMS messages and link to CRM records | |
Uses quick find definitions - free | |
Utility to edit OrgDBOrgSettings on Codeplex | |
Duplicate detection and editing from DQ Global | |
Shows LinkedIn information within CRM, requires a paid subscription to Sales Navigator | |
Visual interface for managing sales pipelines, developed by http://fusionsoftware.com | |
Project on Codeplex by Jason Lattimer that provides workflow actions for managing emails | |
Document Management (was originally by AbleBridge) | |
Dynamics 365 portal solution | |
Duplicate detection and merging, GDPR compliance | |
By Cobalt - Migration from on-premises to online |
Report to PDF
Vendor | Product |
MTC | |
MyCRM |
Web Form Capture Comparison
Web2CRM - CRMInnovation | PowerWebForm (PowerObjects) |
$495/year - regardless of number of users | $12/year per enabled user |
No installation - form is designed online (in a SilverLight application) | Solution is installed on CRM Server - form is defined in CRM |
Comments