Pushin ing productiv ivit ity boundarie ies of f Micr icrosoft - - PowerPoint PPT Presentation

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Pushin ing productiv ivit ity boundarie ies of f Micr icrosoft - - PowerPoint PPT Presentation

Dec 23, 2022 212 likes •272 views

Pushin ing productiv ivit ity boundarie ies of f Micr icrosoft ft Dynamic ics 365! SmartBar Navigation and Customize to fit personal Dynamics 365 requirements Cus Customize Quick Vie Qu View & Cou Count Navig igate Adopt

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SLIDE 1

Pushin ing productiv ivit ity boundarie ies of f Micr icrosoft ft Dynamic ics 365!

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SLIDE 2

SmartBar

Navigation and Customize to fit personal Dynamics 365 requirements

Navig igate

  • Add navigational buttons to your

Forms and Dashboards

  • Persistent (simple back and forth

navigation)

  • Direct link to related records
  • NEW

EW: Add Add bu buttons s for

  • r ce

certai ain vie iews s (e. (e.g.

  • g. un

unpaid in invoices, s, op

  • pen

cases,…)

Qu Quick Vie View & Cou Count

  • Count and display number of

related records

  • NEW

EW: Col Color – code but buttons base based on

  • n count (e.

(e.g. red ed whe hen mor

  • re tha

han 5 5 op

  • pen cas

ases)

  • NEW

EW: Hid ide bu buttons if if no no rec ecords exi xist (count = = 0) 0)

Cus Customize

  • Adopt SmartBar to your needs
  • Embed into any Dynamics Form

and Dashboards

  • Delete, Add and Rearrange the

"Buttons"-Order

  • Switch between Standard or

Metro Style Getting St Star arted: : Online: Install SmartBar from AppSource On-Prem: Download install package from mscrm-addons.com

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SLIDE 3

ActivtyTools

Advanced Activity Handling with the Outlook Look & Feel in Dynamics 365

Acti ctivity Ha Handlin ing

  • 360° view on all

all related activities

  • Outlook Look & Feel with List &

Preview Pane

  • Load on Demand to ensure

performance

  • Advanced Search and Filter

capabilities

Vi Visualization & & Productiv ivity

  • Outlook like preview
  • Quickly read activities
  • Avoid loading each record
  • Easily find and access

attachments

  • Minimize # of open windows

Cus Customize

  • Works with any Dynamics Form

(Standard and Custom entities)

  • Fully customizable Layout for

Previews

  • Support for Standard & Custom

activities Getting St Star arted: : Online: Install ActivityTools from AppSource On-Prem: Download install package from mscrm-addons.com

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SLIDE 4

Demo

Part 1: Field

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SLIDE 5

Thank you!

  • 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
  • Don’t forget we have an awesome blog at http://www.mscrm-addons.com/Blog, you’ll find it to be a

helpful resource!

Con Contact:

US: +1 404 720 6066 support@mscrm-addons.com Europe: +43 (316) 680 880

  • ffice@mscrm-addons.com

Support & Contact