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AvePoint Solutions for Microsoft® Dynamics CRM

AvePoint Solutions for Microsoft® Dynamics CRM:

Do more with less. This is the mantra of today’s hyper-competitive business landscape. However, quality of solutions, services, or customer support cannot be sacrificed. Technology such as Microsoft Dynamics CRM or Dynamics CRM Online provides organizations with cost-effective opportunities to satisfy these aims as well as better manage customer data, improve productivity, and support enterprise collaboration with confidence.

AvePoint is expanding its support for our customers as they look to utilize Microsoft’s complete productivity solutions, including Dynamics CRM. AvePoint’s product line for Dynamics CRM is designed to help perform easier migrations of existing data from, automate and enhance the existing capabilities of CRM assets, and optimize infrastructure management.

This comprehensive set of products is designed to increase productivity and reduce business impact on the migration and adoption processes to Dynamics CRM while still delivering the functionality users expect in enterprise-class CRM solutions.

Scroll or click the logos below to learn more about AvePoint’s product line for Dynamics CRM:

AvePoint CRM Migration Manager for Microsoft Dynamics CRM

  • Automated data migration from Salesforce CRM into Dynamics CRM, minimizing business disruption and accelerating customers to Dynamics CRM
  • Maintain platform co-existence throughout the migration project and utilize customizable mappings to ensure customer data is properly presented in Dynamics CRM

To learn more, visit the AvePoint CRM Migration Manager product page.

AvePoint Pipeline for Microsoft Dynamics CRM

  • View and manage CRM opportunities on-the-go through Pipeline’s graphical and interactive display
  • Enhance management insight and reporting with dynamic forecasting as well as opportunity summary charts
  • Available in two versions: A free app for iPad, Windows 8 and Windows 8.1 devices, and Pipeline Pro for iPad, Windows 8 and Windows 8.1

To learn more, visit the AvePoint Pipeline product page.

AvePoint Productivity Suite for Microsoft Dynamics CRM

  • Call Assist: Optimize user productivity by automatically logging Skype®, Microsoft Lync Call, or corporate phone system activity, supporting click-to-dial and incoming caller identification
  • Record Rollback: Easily undo unintended or malicious data deletions or modifications of records, ensuring quality CRM data
  • SearchAll: Provide users with a single interface to search across all Dynamics CRM datasets in order to quickly identify all relevant assets and activities related to records and accounts such as contacts, leads, campaigns, opportunities, support tickets, accounts, and custom created entities
  • Tags: Enable users to add tags to all Dynamics CRM entity records for easy classification and search, and report on tagged data across entity sets

To learn more, visit the AvePoint Productivity Suite product page.

AvePoint Timeline for Microsoft Dynamics CRM

  • Enable users to view, manage, and log Dynamics CRM activity on the go
  • Display CRM data in a consolidated, interactive interface to quickly gain insight into record history and important activities or tasks
  • Available in two versions: A free app for Android, iPhone, iPad, iPod touch, Windows 8 and Windows 8.1 devices, and Timeline Pro for iPhone, iPad, iPod touch, Windows 7, Windows 8 and Windows 8.1

To learn more, visit the AvePoint Timeline product page.

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Product Brochures

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Solution Brief

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User Guides

AvePoint Timeline Tutorial Video will provide you with visual guidance on how to appropriately use Timeline on your mobile device.

The following user guides offer you detailed instructions on how to implement and deploy AvePoint’s product line for Microsoft Dynamics CRM.

Next Steps

Featured Video

AvePoint Sales Management Solution for Microsoft Dynamics CRM