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The AvePoint Productivity Suite for Microsoft Dynamics CRM improves user productivity, eases customer interactions, and helps organizations collaborate with confidence while growing revenue and impact.
The Productivity Suite includes telephone integration for automated activity logging, search across all Dynamics CRM assets, quick recovery or roll-back of records that were accidentally deleted or modified, and the ability to add tags to all entity records.
• Integrates Dynamics CRM with corporate telephone systems, including Skype and Lync, to automatically log incoming and outgoing phone-based activity. • Supports click-to-dial functionality as well as CRM entity or record location based on incoming caller identification. •Eliminates accidental or malicious deletions or modifications to CRM records utilizing native auditing capabilties. • Enables keyword-based search across all Dynamics CRM datasets - including contacts, leads, opportunities, accounts, and custom-created entitites - through a single interface. • Supports metadata tagging - with out-of-the-bos or custom terms - of all Dynamics CRM entity records for easy classification and search. • Report on tagged data across entity sets to improve CRM data analysis and enable greater insight into CRM assets
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