Kanban Board is a dynamic and customizable solution designed to provide a visual and structured way to manage data across different entities. It supports dynamic entity selection along with seamless drag-and-drop functionality for easy record movement. Major cards are created based on option sets, and columns are automatically structured according to business process flows (BPF), ensuring better organization, visibility, and efficiency.
Deduplify is our custom-built solution designed to prevent duplicate record creation in real-time. It intelligently detects existing records and displays an instant popup alert, ensuring data accuracy and consistency. Watch how Deduplify enhances data quality and streamlines record management:
Power Group is a designed to simplify recipient management by allowing users to create and organize groups effortlessly. It enables adding multiple record types like Accounts, Leads, Users, and Contacts in one place, reducing manual effort. With support for To, CC, and BCC within a single group, it streamlines communication and improves efficiency.
TagMatrix is a custom-built solution that simplifies related-record management in Microsoft Dynamics 365. It enables users to efficiently search, add, and remove related records directly from the grid, minimizing navigation and enhancing productivity. Explore how TagMatrix provides a seamless and intuitive experience for managing related records across the application.
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