Are you tired of losing important data or spending countless hours manually restoring deleted records, cloning information, or exporting data from one application to another?
Look no further! In this webinar, we will introduce you to the power of 1-click apps that can revolutionize your workflow and boost workplace productivity.
Say goodbye to tedious tasks and hello to efficiency!
Join us as we delve into the exciting world of 1-click apps and learn how they can streamline your daily operations, on:
Wednesday, – 28th June 2023 – 4PM AEDT & 11AM EDT
These apps offer compatibility and interoperability, ensuring that you can leverage their benefits without disrupting your current workflow.
Click2Clone (Microsoft Preferred App):
- 1-click cloning functionality, allowing you to duplicate records rapidly.
- Configure cloning rules based on your specific requirements.
- Related record cloning to automatically clone all associated contacts.
- Simplifies bulk cloning by enabling you to duplicate multiple records simultaneously.
- Define customizable naming convention with prefix/suffix for the duplicated records.
Click2Export (Microsoft Preferred App):
- Export the SSRS Report/Excel Template/Word Templates in various formats.
- Auto-schedule exports at specific intervals or trigger them based on CRM conditions.
- Automate export process and reduce manual labour to increases overall productivity.
- Attach exported Report/Word templates as Note against the records.
- Easily Upload Exported Reports/Word Templates to SharePoint.
- Email CRM Views data as a tabular report in an online format.
- Set up auto-schedule emails with Reports/CRM Views/Word/Excel Templates.
Undo2Restore (Microsoft Preferred App):
- In 1-click undo the last changes made to Dynamics 365 CRM records.
- Bulk restore changes made to multiple records in one go!
- Retrieve accidentally deleted or modified files, ensuring minimal disruption in workflow.
- Access and restore previous versions of files with Undo2Restore’s audit logs.
- Get recovery status updates, alerts, and notifications.
Join our Webinar to get valuable tips and guidelines for a successful adoption process of these 1-click apps!
Our team of experts will guide you from selecting the right apps for your specific needs, guide your team on the products and will actually make an impact!
We will equip you with the knowledge and insights necessary to ensure a seamless integration and optimal utilization of these 1-click apps. So, get acquainted with these productivity apps today!
A great session is on the horizon, let’s catch up soon!