Products

CRM Migration Assistant

Assists with the conversion of JavaScript from CRM 4.0 to CRM 2011.

Email Manager for Dynamics CRM

Helps you manage your email addresses within Dynamics CRM 4.0.

  • Duplicate email checking (across Lead, Contact, and Account entities)
  • Locate invalid email addresses
  • Locate CRM user emails that are located in Lead, Contact, and Account entities

Data Validation for Dynamics CRM

Analyze your entities to ensure your data entry forms are properly configured and that the custom attributes you created are actually being used.

Round Robin Lead Assignment

This solution allows you to automatically assign new sales leads to a team of sales people using native CRM workflows. Once installed and configured, the only maintenance required is in the management of the membership a team with CRM.

Marketing List Manager

If you have ever wished Dynamics CRM had the ability to automatically assign Leads, Contacts, and Accounts to a specific marketing list, then this solution is for you.

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