The holiday season is a time for joy, family gatherings, and celebrations, it also brings the hustle of wrapping up year-end tasks and preparing for 2025. But don’t let business deadlines steal the spotlight this holiday season. With the right apps from Inogic, you can effortlessly breeze through your CRM tasks, leaving more room to embrace the festivities. These essential apps for Dynamics 365 CRM are designed to streamline your processes and automate everyday chores—giving you the gift of more time for what truly matters.
Let’s recap each app that can help you kickstart the new year 2025 with ease:
Click2Clone – Replicate Your Holiday Spirit with D365
Managing repetitive tasks like festive campaigns, special promotions, and year-end planning in Dynamics 365 CRM can make the season feel more stressful than merry. That’s where Click2Clone comes in to save your holiday spirit!
Whether you’re duplicating templates, creating seasonal opportunities, or replicating lead records for targeted campaigns, Click2Clone makes it effortless. With features like One-Click Cloning, Bulk Record Cloning, and Clone Configuration Templates, Click2Clone helps you streamline your CRM processes. This means you can focus on driving sales, engaging with customers, and planning your holiday strategy instead of managing data.
Click2Export – Click Less, Export More
As businesses wrap up their year-end activities, efficiency, and organization are key. Click2Export for Dynamics 365 CRM can help you finish the year strong with ease, allowing you to export CRM data to your required document format in just a few clicks! Whether it’s sending out festive reports, or client information, Click2Export makes it quick and simple. No need to worry about complicated processes or time-consuming steps—just select the data you need, select the format (Excel, Word, PDF, CSV or TIFF, SSRS) you require to send in, click export, and let the tool do the rest.
Alert4Dynamics: Stay on Top of Your CRM Notifications
Staying on top of important notifications and reminders in Dynamics 365 CRM is more critical than ever. Alert4Dynamics helps you do just that—without the hassle. No more missing important updates, approvals, or deadlines. With Alert4Dynamics, you can set up custom alerts for any event in Dynamics 365 CRM, ensuring that your team stays informed and on track, even amidst the holiday hustle and bustle. From overdue tasks to important system events, this app delivers real-time notifications via email, pop-up, or SMS, so you’re always in the loop.
Lead Assignment and Distribution Automation: Efficient Lead Management for a Busy Season
As your team wraps up the year and prepares for a new one, ensure your leads are distributed efficiently with this powerful tool for Dynamics 365 CRM. Lead Assignment and Distribution Automation automates the process of assigning and distributing leads to the right team members based on predefined rules, ensuring no opportunity is missed during the holiday rush. Whether you’re handling high volumes of holiday inquiries or preparing for the year ahead, this solution helps you stay organized and responsive. This app effortlessly assigns leads based on criteria like territory, skill set, or availability which ensures your team handles more leads without extra effort directly within Dynamics 365 CRM.
Subscription and Recurring Billing – Automate Subscription Management
With Inogic’s subscription and recurring billing app, you can effortlessly streamline your business processes while sipping hot cocoa by the fire. Subscription and Recurring Billing Management is always ready to make your life easier by streamlining all your subscription and billing processes right within Dynamics 365 CRM. It simplifies those complicated billing tasks, automates manual accounting, and gives you a clear view of your business’s health with detailed reports and easy-to-read dashboards. Our app ensures your subscription-based processes run seamlessly from automated invoicing to real-time payment tracking.
Knowledge Transfer Webinars:
On the path to CRM success, these Apps have enabled the gateway to achievement, sharing invaluable insights through a series of impactful webinars, including:
Real-Time Alerts & Notifications Optimize D365 for Peak Performance: Explore the importance of CRM notifications to stay updated with all your CRM updates and activities.
Restore, Clone, and Export Microsoft Dynamics 365 CRM Data In 1 Click! : Explore how one-click apps simplify your CRM productivity
Auto-assign leads to sellers using assignment rules in Dynamics 365 CRM: Gain valuable insights into lead assignment and distribution to enhance the efficiency of Dynamics 365 CRM users.
Manage Subscriptions and Recurring Billing in Dynamics 365 CRM with Microsoft Preferred App!: Discover how to efficiently manage and streamline subscription and recurring billing processes within Dynamics 365 CRM.
Partner Feedback and Recognition:
Are you ready to unlock CRM success? Let’s get started today with just one click!
Want to know more about Click2Clone, Click2Export, Alert4Dynamics, Lead.Assign.Distribute, Subscription and Recurring Billing? Reach out to us at crm@inogic.com
You can also download apps for a 15-day free trial from the Inogic Website or Microsoft Appsource.
Till then enjoy your holidays!
Merry Christmas and Happy New Year 2025!
