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- Category: Business
- Published by: AvePoint, Inc. ?
- Size: 17.5 MB
- Supported processors: x64, x86, ARM
- Language: English (United States) and 1 other language ?
- Learn more: Website & Support
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Notes:
*This update includes bug fixes and improvements. To view the release notes for this update, please visit: http://www.avepoint.com/support/product-updates/
AvePoint Timeline for Microsoft® Dynamics CRM
AvePoint Timeline for Microsoft Dynamics CRM empowers business users – including sales, marketing, and support – to be more productive when preparing for customer interaction on the go. AvePoint Timeline displays all relevant record or account information in a consolidated and interactive interface for mobile devices. Users can quickly gain insight into activity trends, change activity status, as well as add new activities and annotations. With rich features available in Timeline Pro, presented data can be tailored for business users in a variety of organizational roles in order to meet your unique CRM system implementation requirements. Organizations have more power than ever to customize and configure Timeline Pro to ensure optimal business user productivity.
Ensure that sales, marketing, and support representatives have relevant Dynamics CRM account data at their fingertips while they’re on the go with AvePoint Timeline today!
Dynamics CRM – Whenever and Wherever You Need It
Key Benefits
View and Manage CRM Activity On-the-Go – Swiftly load, navigate, and browse all activities associated with accounts, contacts, leads, and opportunities on your mobile device.
Enhance Customer Communications – Quickly access customer contact information and utilize Microsoft Lync or Skype integration to place calls directly from Timeline.
Optimize Account Management – Mark important actions, events, or milestones within an account and change activity status to better track and log activity cycles, effectiveness, and response times.
Full Team Visibility – Have full visibility of each team member’s activities and tasks to monitor activity and improve team member accountability.
*Requires an existing Dynamics CRM 2011 or 2013 account (hosted, online, or on-premise)
Features:
- Timeline View – Interactive display of relevant record information on a timeline.
- Management View – Allows managers to view the timelines for their individual team members.
- Detail View – Displays all record details by drilling down into the timeline, such as last recorded interaction and contact information.
- Task Management – Provides a centralized view for users to view all their activities across different records.
- Update – Change activity status directly in Timeline to log the latest progress.
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Comments View all
7 comments
10 December 2013
Very good!
16 August 2013
Really useful for preparing other members of the team going in to support an account manager and their client.
17 May 2013
Very Cool.
26 April 2013
Very easy way for me to get a view of all my customer's activity in one aggregated view. I can see case history, account notes, license changes, etc... from one view. Quick way for me to access data as opposed to several clicks in Dynamics. Recommended...
19 March 2013
operate interface is cool...
12 March 2013
Meh. Was expecting more.
12 March 2013
just for test