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Advanced Email il/Notes for Microsoft Dynamics 365 ActivityTools - PowerPoint PPT Presentation

Sep 21, 2023 •16 likes •56 views

Feature Outline Advanced Email il/Notes for Microsoft Dynamics 365 ActivityTools Goal: Simplify activity handling of notes inside Dynamics 365 Why would I use it? Reduce clicks when handling attachments and notes & rich emails!

  1. Feature Outline Advanced Email il/Notes for Microsoft Dynamics 365

  2. ActivityTools Goal: Simplify activity handling of notes inside Dynamics 365 Why would I use it? Reduce clicks when handling attachments and notes & rich emails! • Notes/Attachment features • Quick access via direct link • Drag & Drop – upload of attachments/notes • Bulk delete/upload • Avoid *.url – problem (AttachmentExtractor) • Email Features • WYSIWYG html editor

  3. Advanced Notes/Emails General information Webresource„ ptm_ActivityTools/Extensions/Mainpage.html“ webresource Deployment: • Embedded on Email form: Act on attachments • Embedded on Entity form: Act on notes Download Solution: http://www.mscrm- Availability: addons.com/Blog/PostId/9978/activitytoolspluginexte • Dynamics 2016 Online and On-Premise nsion • Dynamics 365 Online and On-Premise • Sales Drag & Drop – Guide: • http://www.mscrm- Customer Service addons.com/Blog/PostId/9977/how-do-i-add-notes- • Field Service and-attachments-via-drag-and-drop • Project Service automation Advanced Email: Pricing: http://www.mscrm- • Free additon for all ActivityTools and Fr addons.com/Blog/PostId/9976/how-do-i-edit-emails- AttachmentExtractor customers quick-and-easy-in-msdyn365 • On request for non AT and AE users. Avoid Security Check: http://www.mscrm- addons.com/Blog/PostId/9979/how-to-avoid- browser-security-check-for-url-files

  4. Contact US Support & Contact • You can find us on the web at http://www.mscrm-addons.com • Help-Center (Live-Chat, Support): http://www.mscrm-addons.com/Support.aspx • Do not forget we have an awesome blog at http://blogs.mscrm-addons.com! US: +1 404 720 6066 support@mscrm-addons.com Europe: +43 (316) 680 880 office@mscrm-addons.com

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