When using Dynamics 365 CRM, businesses often require additional features beyond the native capabilities offered by Microsoft. Aloye Computer Enterprises specializes in Microsoft Dynamics CRM development, helping businesses implement and manage tailored CRM solutions. Whether hosted on-premises or in the cloud, we provide end-to-end services. Our expertise also enables small businesses and non-profits to build sustainable, cost-effective CRM applications that streamline operations.
As a trusted partner, Aloye Computer Enterprises collaborates with Inogic, a Microsoft Dynamics 365 Gold ISV partner with 20+ years of experience. Inogic offers innovative apps and services that enhance CRM functionality, covering geospatial intelligence, document management, AI-powered automation, and omnichannel communication tools. Here’s how Inogic’s solutions have helped our clients overcome business challenges with ease.
Streamlining Field Operations with Location Intelligence
One of our clients faced inefficiencies in managing their field sales team and delivery schedules. Their sales reps manually planned routes, leading to delayed customer visits, missed appointments, and inefficient territory coverage. Managers also struggled to track field reps and analyze sales performance effectively.
To solve these challenges, we implemented Maplytics – Microsoft’s certified, 5-star rated Geo-Analytical Mapping app for Dynamics 365 CRM by Inogic in the client’s existing environment. With optimized routing and auto-scheduling, sales reps received the best travel routes, reducing drive time and improving punctuality. The Bing Maps integration helped them identify nearby client location and schedule client visits efficiently. Managers leveraged real-time tracking and heat maps to monitor field activities and strategically allocate territories.
As a result, the sales reps reduced travel costs, increased customer visits, and improved overall sales efficiency, allowing them to serve more clients while maximizing productivity.
Enhancing Document Management and Security within Dynamics 365 CRM
A large IT firm, a client of Aloye Computer Enterprises, faced significant challenges in managing and securing their confidential files within Dynamics 365 CRM. Their CRM storage was rapidly filling up due to large document attachments, increasing costs and slowing system performance. Additionally, they needed a secure way to manage permissions for client-sensitive documents stored in SharePoint to prevent unauthorized access.
To address these challenges, we recommended and deployed Attach2Dynamics and SharePoint Security Sync. With Attach2Dynamics, the firm seamlessly moved large attachments from CRM to SharePoint, Dropbox, and Azure Blob, freeing up CRM storage and reducing costs. SharePoint Security Sync ensured that document access was automatically controlled based on CRM security roles, ensuring only authorized personnel could view or edit specific case files. Additionally, it also improves the searchability of documents with the help of SharePoint Metadata.
As a result, the firm optimized document storage, enhanced security, and streamlined file access, allowing their team to focus on worrk without worrying about compliance risks or storage limitations.
Eliminating Duplicate Records in Dynamics 365
A client of Aloye Computer Enterprises was struggling with duplicate CRM records in Dynamics 365 CRM. Their customer database had multiple entries for the same record due to manual data entry errors, imported records, and incomplete information, leading to miscommunication, incorrect billing, and compliance risks.
We implemented DeDupeD, an advanced duplicate detection and merging solution by Inogic. With real-time duplicate detection, the system identified and flagged duplicate records at the point of entry. Using configurable matching rules, DeDupeD merged existing duplicate records without losing critical data, ensuring a single, accurate view of each patient.
As a result, our client eliminated data redundancy, improved patient record accuracy, and enhanced operational efficiency, allowing them to provide better, error-free patient care.
Inogic doesn’t stop there—they offer a wide range of Dynamics 365 CRM must-have apps.
Inogic offers a range of productivity-enhancing apps for Dynamics 365 CRM across various categories. Visualization Apps like Kanban Board, Map My Relationships, and Business Process Checklist simplify data management and streamline decision-making. Enablement Apps optimize daily CRM tasks with one-click solutions for cloning records, exporting reports, restoring data, automating lead allocation, and tracking user activity to improve adoption. Integration Apps seamlessly connect CRM with tools like QuickBooks and Mailchimp, ensuring real-time data sync and smoother workflows. Omnichannel Apps enhance customer engagement by integrating WhatsApp, Text SMS, and LiveChat into CRM for instant communication and support. Lastly, SaaS Management Apps like Subscription and Recurring Billing automate billing and payment processes, ensuring accurate revenue management.
To Wrap Up
At Aloye Computer Enterprises, our goal is to help businesses get the most out of their Dynamics 365 CRM by implementing the right tools and strategies. Through our partnership with Inogic, we’ve empowered clients to overcome everyday challenges—whether it’s optimizing field operations, managing documents efficiently, or eliminating duplicate records. Inogic’s innovative apps have helped our clients improve productivity, reduce costs, and enhance CRM functionality with ease.
If you're looking for tailored CRM solutions that drive efficiency and business growth, reach out to Aloye Computer Enterprises today.
Let’s build a smarter, more streamlined CRM experience together!
