2013

Microsoft Dynamics CRM 2013 related articles, documentation and software

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2013

Multi Search for Microsoft Dynamics CRM 2013

Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own collection of record types (entities). Users can define their own personal searches while administrators can crate global search definitions. Decide what fields to search against, how results should be displayed or simply use Quick Find setting already defined in your organization.

Organization Structure for Microsoft Dynamics CRM 2013

Organization Structure for Microsoft Dynamics CRM 2013 is an add-on application specially designed for Microsoft Dynamics CRM.

This add-on allows you to fully visualize the accounts, sub-accounts, contacts and sub-contacts hierarchy (presented as a tree view). This can be especially useful when working with customers who have multi-level account / contact structure. And you can decide whether you want to see just accounts or contacts, or both. Inactive entities can also be included.

Activities Summary for Microsoft Dynamics CRM 2013

Activities Summary for Microsoft Dynamics CRM 2013 is an add-on application specially designed for Microsoft Dynamics CRM. It provides a complete view of customer history. It allows you to view completed, cancelled and open activities in one screen. Viewing all relevant information in one place helps to perform daily tasks even more quickly and efficiently. Setup preferences are kept per user to allow each person to display information according to their needs.

Copy Tool for Microsoft Dynamics CRM 2013

Copy Tool for Microsoft Dynamics CRM 2013 simplifies creation of sales documents in the Dynamics CRM. You can create a new document by copying information from the selected document. When using a copy function you can specify what information should be copied to the new record. All custom fields are copied by default.

You can use Copy Tool to duplicate following records:

  • Products
  • Opportunities
  • Quotes
  • Orders
  • Invoices

Price List Utilities for Microsoft Dynamics CRM 2013

Price List Utilities for Microsoft Dynamics CRM 2013 is an add-on application specially designed for Microsoft Dynamics CRM.

With its intuitive wizard driven interface you will be able to:

  • add new price lists to multiple products
  • update pricing information globally (by percentage or fixed amount)
  • copy price lists from one product to multiple products
  • remove price lists
  • import or update price lists from a flat file

And all of it requires just few simple steps, available directly from Microsoft Dynamics CRM interface.