• MYCRM Download Centre 2018

    1,835 views 1 year ago
    10 years on... We have a brand new video for MyCRM's Download Centre for Microsoft Dynamics 365. If you're looking for a complete managed service using Microsoft Dynamics 365 then welcome to MyCRM! Check out our Download Centre here:

    https://downloads.mycrmgrou...


    SUBSCRIBE to MyCRM's Channel: https://www.youtube.com/use...... Show less
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  • MyCRM MyActivityCalender Play all

    MyActivityCalendar has been designed for busy teams to get the most from Microsoft Dynamics 365. A very easy to use, drag and drop productivity enhancement that delivers the ability to create multiple team calendars. Each showing one or more activity types and team members. All organisations have a need for different calendar views either it be Day to Day activity and to Do Lists or Holiday planning, and Sick Leave for team members.




    Increased productivity through better activity management...

    MyActivityCalendar enables management of Dynamics 365 activities in a standard format, and goes above and beyond the standard calendar view in 365, as now you will be able to see activities that other team members are working on, and create activities on behalf of others seeing availability.

    MyActivityCalendar is purpose built for Microsoft Dynamics 365 and embeds directly within Dynamics which means your data never leaves the Dynamics 365 environment. MyActivityCalendar fully supports the 365 security roles and gives up to a 90 day view of what is happening and when.
    • MyActivityCalendar for Microsoft Dynamics 365 - Duration: 61 seconds.

      • 1 year ago
      • 4,210 views
      MyActivityCalendar has been designed for busy teams to get the most from Microsoft Dynamics 365. A very easy to use, drag and drop productivity enhancement that delivers the ability to create multi...
    • MyACTIVTYCalendar - Full Overview - Duration: 10 minutes.

      • 1 year ago
      • 1,122 views
      MyACTIVITYCalendar has been designed for busy teams to get the most from Microsoft Dynamics 365. A very easy to use, drag and drop productivity enhancement that delivers the ability to create multi...
    • MyACTIVITYCalendar - Configuration and Setup - Duration: 6 minutes, 25 seconds.

      • 1 year ago
      • 17 views
      MyACTIVITYCalendar has been designed for busy teams to get the most from Microsoft Dynamics 365. A very easy to use, drag and drop productivity enhancement that delivers the ability to create multi...
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  • MyCRM MyGeoMap Play all

    MyGeoMap from MyCRM enhances productivity and delivers extended business value through data visualisation. A subscription based service that fully integrates Bing Maps with Microsoft Dynamics 365.

    Enhance your selling power with Bing Maps

    MyGeoMap, is fully integrated with Bing Maps inside Dynamics 365, allowing you to create multiple maps and multiple layers on a map based on saved views in Dynamics 365 CRM. Using a unique geocoding service, all your current and future Accounts, Leads, Contacts and any custom entities will have a location calculated by the content of their address fields.

    You will be able to create maps to show the location of all your active Accounts, Cases, Leads and customise your 365 forms with a map to show record information by location.

    Included is the feature to build marketing lists by drawing multiple boxes, run quick campaigns or even pass the query to advanced find. You can plan routes for customers or points on the map, build up driving directions and find customers along a route.

    All this and so much more, bought to you by the power of MyGeoMap and Bing Maps.

    All MyCRM productivity enhancements are subscription based

    Geocode any entity in CRM
    Get an at-a-glance view of location trends of your CRM records
    Filter entities by location (i.e. "Find me all Accounts within 50 miles of London")
    Create marketing lists and quick-campaigns based on location-filtered entities
    Plan a driving route and find entities within x miles of the route
    Create maps that can be placed on Dashboards and Forms
    No messing about with Bing Maps keys that expire after 30 days.
    • MyGeoMap for Microsoft Dynamics 365 - Duration: 61 seconds.

      • 1 year ago
      • 3,275 views
      MyGeoMap from MyCRM enhances productivity and delivers extended business value through data visualisation. A subscription based service that fully integrates Bing Maps with Microsoft Dynamics 365....
    • MyGEOMap - Full Overview of Increasing Productivity with Bing Maps - Duration: 9 minutes, 51 seconds.

      • 1 year ago
      • 75 views
      MyGeoMap from MyCRM enhances productivity and delivers extended business value through data visualisation. A subscription based service that fully integrates Bing Maps with Microsoft Dynamics 365....
    • MyGeoMap - Increasing Productivity and Managing Cases - Duration: 6 minutes, 35 seconds.

      • 1 year ago
      • 25 views
      MyGeoMap from MyCRM enhances productivity and delivers extended business value through data visualisation. A subscription based service that fully integrates Bing Maps with Microsoft Dynamics 365....
    • MyGeoMap - Increasing productivity and Managing Appointments - Duration: 7 minutes, 24 seconds.

      • 1 year ago
      • 23 views
      MyGeoMap from MyCRM enhances productivity and delivers extended business value through data visualisation. A subscription based service that fully integrates Bing Maps with Microsoft Dynamics 365....
    • MyGeoMap - Increasing productivity with Route Planning in CRM - Duration: 4 minutes, 9 seconds.

      • 1 year ago
      • 30 views
      MyGeoMap from MyCRM enhances productivity and delivers extended business value through data visualisation. A subscription based service that fully integrates Bing Maps with Microsoft Dynamics 365....
    • MyGEOMap - Improving Productivity and Managing Opportunities - Duration: 6 minutes, 20 seconds.

      • 1 year ago
      • 1,268 views
      MyGeoMap from MyCRM enhances productivity and delivers extended business value through data visualisation. A subscription based service that fully integrates Bing Maps with Microsoft Dynamics 365....
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  • MyCRM MyAutoRule Play all

    • MyAutoRule for Microsoft Dynamics 365 - Duration: 56 seconds.

      • 1 year ago
      • 2,375 views
      MyAutoRule (eNumber) includes Number, Field and Date generation for Dynamics 365 for Sales. The productivity enhancement provides a significant level of functionality by providing the ability to b...
    • MyAutoRule - Overview Demonstration - Duration: 6 minutes, 12 seconds.

      • 11 months ago
      • 3 views
      MyAUTORule (eNumber) includes Number, Field and Date generation for Dynamics 365 for Sales. The productivity enhancement provides a significant level of functionality by providing the ability to b...
    • MyAutoRule - Part 2 - Using Global Rules - Duration: 3 minutes, 49 seconds.

      • 11 months ago
      • 4 views
      MyAUTORule (eNumber) includes Number, Field and Date generation for Dynamics 365 for Sales. The productivity enhancement provides a significant level of functionality by providing the ability to b...
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  • MyCRM MyPDFCreator Play all

    MyPDFCreator is a productivity enhancement tool from MyCRM, that adds extended business value functionality when needing to create PDF attached documents from your Microsoft Dynamics 365 investment.

    Helping you drive real productivity in CRM...

    This latest version not only works with individual records but as bulk and from the standard record list view. What is more you can even export to a Zip File for external letter processing.

    With MyPDFCreator you can easily create a PDF version of your report for:

    Quote
    Order
    Invoice
    Account
    Contact
    Service Activity
    Contract
    Lead

    by clicking on “Create PDF Report” from within the record. ePDF can also be installed on any custom entity that you have a report for, by simply following the "ePDF Custom Entity" guide.
    • MyPDFCreator for Microsoft Dynamics 365 - Duration: 61 seconds.

      • 1 year ago
      • 1,234 views
      MyPDFCreator is a productivity enhancement tool from MyCRM, that adds extended business value functionality when needing to create PDF attached documents from your Microsoft Dynamics 365 investment...
    • MyPDFCreator - Overview - Duration: 4 minutes, 5 seconds.

      • 11 months ago
      • 18 views
      MyPDFCreator (ePDF) - Easy PDF reports for Microsoft Dynamics 365

      MyPDFCreator is a productivity enhancement tool from MyCRM, that adds extended business value functionality when needing to create...
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  • MyCRM MyWorkflow

    eWorkflow

    eWorkflow is a workflow plugin library for Dynamics CRM 2015,2013 and 2011. This release contains 42 new functions to extend the functionality of workflow processes.

    42 new business functions... and that's just a start!

    Functions include:
    •Marketing: Manipulation of marketing lists from workflow, including adding and removing members
    •Sales: Get total values of orders, quotes, opportunities and counts of open/closed cases
    •Dates: Add/subtract to and from dates and find the number of business days between two dates
    •Math: Basic and advanced math calculation
    •Strings: Perform programming-style string operations, including RegEx matching and replacement.
    •and so much more...

    eWorkflow is an evolving product. We plan to add more functionality in the future based on user suggestions and our own real-world cases. For more information watch the video below.
    • MyWORKflow for Microsoft Dynamics 365 - Duration: 67 seconds.

      • 11 months ago
      • 37 views
      MyWORKflow adds business value by extending the workflow capability within Microsoft Dynamics 365, a range of productivity enhancements that improve business process and workflow automation. Quick...
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  • MyCRM MyTaxCalculations Play all

    Calculating Tax need not be taxing in your Microsoft Dynamics 365 environment. Supporting multiple tax rates, MyTAXCalculations offers extended functionality and configuration to enable accurate tax amounts to be calculated on products with or without freight and discounts.

    It really does help when you get the numbers right...

    MyTAXCalculations is a productivity enhancement to the way Opportunity, Quote, Order and Invoice records calculate sales tax or VAT. This allows an end user to select a VAT or Tax Rate for the particular Opportunity, Quote, Order or Invoice record as it is being created.

    The only change to the Opportunity, Quote, Order or Invoice screen is the addition of a look up field for the appropriate VAT or Tax Rate. Each product line record also has the feature to override a parent tax rate or become NILL of tax.

    Note all MyCRM Productivity Enhancement are now available on subscription.
    • MyTaxCalculations for Microsoft Dynamics 365 - Duration: 72 seconds.

      • 11 months ago
      • 30 views
      Calculating Tax need not be taxing in your Microsoft Dynamics 365 environment. Supporting multiple tax rates, MyTAXCalculations offers extended functionality and configuration to enable accurate t...
    • MyCRM MyTAXCalculations - Full Overview - Duration: 3 minutes, 59 seconds.

      • 11 months ago
      • 20 views
      Calculating Tax need not be taxing in your Microsoft Dynamics 365 environment. Supporting multiple tax rates, MyTAXCalculations offers extended functionality and configuration to enable accurate t...
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