AccessShield is our custom-built solution designed to give organizations precise, activity-level control over Dynamics 365 permissions. Instead of broad, one-size-fits-all access, it lets you configure separate Create, Read, Write, and Delete permissions for each activity type — Email, Task, Appointment, and more — ensuring users only work with what's relevant to their role. Watch how AccessShield brings clarity and control to activity security:
Timeline Navigator is our custom-built solution designed to bring all customer activities — Emails, Tasks, Appointments, Phone Calls, Letters, and more — into one centralised, chronological timeline within Dynamics 365. With powerful filtering, sorting, and both horizontal and vertical views, it lets users instantly locate the interactions that matter, replacing scattered records with a clear, complete customer history. Watch how Timeline Navigator brings clarity and speed to activity tracking:
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.
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.
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:
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.
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