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innovative logic SharePoint Security Sync Lead.Assign.Distribute 4 Alerts4Dynamics Map My Relationships DYNAMICS 365 PRODUCTIVITY APPS

Inogic is one of the most REDEFINE PRODUCTIVITY WITHIN DYNAMICS 365 CRM WITH experienced Microsoft OUR MICROSOFT PREFERRED SOLUTIONS ON APPSOURCE Dynamics 365 CRM ISV, Click2Clone globally acclaimed for Automate or Click to Clone records including related Child records providing specialized Click2Export development services, Automate and Schedule or Click to Export Report / View / Word / Excel Template consulting, customizations, Attach2Dynamics and apps for Dynamics 365 Manage and Store Dynamics 365 CRM Attachments on SharePoint, Dropbox and Azure Blob Storage CRM. Inogic delivers SharePoint Security Sync innovative services and Robust and Secure SharePoint Integration for Dynamics 365 CRM products to enhance Kanban Board Dynamics 365 CRM Kanban View of Records in Home Grid performance and usability Lead Assignment Distribution & enabling users to transform Automation their businesses and achieve Automatic Assignment and Distribution of Leads using Round Robin & Capacity Algorithm high ROI. Alerts4Dynamics Manage Alerts and Notifications in Dynamics 365 CRM Map My Relationships Mind Map Visualization of Dynamics 365 CRM Records User Adoption Monitor Track User Actions & Improve Adoption of Dynamics 365 CRM InoLink Bi-Directional integration between QuickBooks and Dynamics 365 CRM

Click2Clone Automate or Click to Clone Records including related Child Records Click2Clone - a Microsoft Preferred Solution on AppSource - is a productivity app for Dynamics 365 CRM that helps its users to clone records along with related child records in just one click. By automating and simplifying the process of creating new records, Click2Clone significantly reduces the time spent on redundant data entry and becomes a strategic enabler of business control and agility. Works with both OOB and custom entities. Available for Microsoft Dynamics 2016 and above, supporting all deployment models. Key Features Clone Records: Ability to select records to clone based on criteria. Deep Copy: Ability to carry over related records from 1: N & N: N relationships. Multiple Copies: Ability to clone multiple copies of a record in a single click. Workflow: Automate the process of cloning records with the help of workflow. Clone across Entities: Copy one entity record to another entity along with relationships. Get Records: Copy relationships from Source record to Target record of the same entity for existing records. Set References: : Identify the reference of the source record on the cloned record and vice versa. www.inogic.com www.maplytics.com [email protected] 1

Click2Export Automate and Schedule or Click to Export Report / View / Word / Excel Template Click2Export – a Microsoft Preferred Solution on Key Features AppSource - is a productivity app for Dynamics 365 CRM that helps its users to set schedule to Export and Email Dynamics 365 Report / View / Word / Excel Templates in just a single click. The Report Templates can be exported to widely used file formats like PDF, Excel, Word, CSV and TIFF. Word Templates can be exported to MS Word or PDF format while Excel Templates can be exported to Excel format in a single click. Works for OOB and Custom Entities. Available for CRM versions beginning CRM 2016 and above, supporting all deployment models. Attach As Note: Exported Report / Word files can be attached as Note against the record for which it is exported. Auto-Send Email: The exported Report / View/ Word / Excel File can be auto-attached and sent to the configured user using pre-defined mail templates. Upload to SharePoint: Upload exported Reports / Word Templates to SharePoint. Schedule & Automation: Set schedule and automate the process to export & send emails with Report / View / Word / Excel Templates as attachments at regular intervals. Configurable Templates: Create multiple templates for a single report with different parameter values supplied. Bulk Export: Reports / Word Files can be exported for multiple records. www.inogic.com www.maplytics.com [email protected] 4 2

Attach2Dynamics Manage and Store DynamiLcosr3e6m5 iCpRsMumAtdtoaclohrments on SharePoint, Dropbox and Azure Blob Storage Attach2Dynamics - a Microsoft Preferred Solution on AppSource - is a productivity app that integrates Dynamics 365 CRM with multiple cloud storages such as SharePoint, Dropbox and Azure Blob Storage. It helps the users to manage Dynamics 365 CRM attachments on these cloud storages. Available for CRM versions beginning CRM 2016 and above supporting deployment models On-Premises with IFD and Online. Key Features Drag and Drop: Drag and Drop files and folders to cloud storages. Upload / Download: Upload/Download files and folders to / from cloud storages. Automatic Copy / Move Attachments: Copy or Move Notes / Email/ Sales Literature attachment(s) to cloud storages. History attachments: Bulk migrate history Notes / Email / Sales Literature attachments to cloud storages. Access Control of Actions: Manage user actions on use of various features of Attach2Dynamics such as Upload, Download, Email, View Files, Delete, Create Folder, Copy a Link and Rename with Security Templates. www.inogic.com www.maplytics.com [email protected] 4 3

SharePoint Security Sync SharePoint Security Robust and Secure SharePLooirnetmInitpesgurmatidoonloforr Sync Dynamics 365 CRM SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM and PowerApps with SharePoint for document management. Microsoft Dynamics 365 CRM comes with native integration to SharePoint. With SharePoint Security Sync the idea is to enhance the user experience and further build upon the integration to make the integration experience seamless between the two systems by not just allowing for associating document folders against CRM records but also sync the security privileges from Dynamics 365 CRM to SharePoint to ensure secured and reliable access to confidential documents stored in SharePoint. Available for Dynamics 365 v9.x and above with support for all deployment models Key Features Manage Security: Access to SharePoint folders controlled by the security roles defined in Dynamics 365 CRM. Real-Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team. Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records. Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders. Drag & Drop: Ability to drag & drop multiple files and folders to upload them all at once. Email SharePoint Files: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files. www.inogic.com www.maplytics.com [email protected] 4

Kanban Board Kanban View of Records iLnoHreommiepGsurmid dolor Kanban Board is a productivity control to visualize your Key Features Dynamics 365 CRM and PowerApps data in a Kanban View. With the ability to categorize the data into lanes it Kanban Visualization for Views: Visualize helps with a quick review of the records in a card-based any Dynamics 365 CRM View as lanes in a view and easily identify the status of the records. A visual Kanban View on web, mobile or tablet client. tool to move the records across lanes to quickly update the underlying field values. Apart from this it also allows for quick actions shortcuts to record activities against these without too many clicks. Kanban Board is available as a control that you can configure for any View in Dynamics 365 CRM and CDS environment. Available for Dynamics 365 v9.x onwards and supports Dynamics 365 Online. Easy Configuration: Ability to configure the fields for defining the categories for the lanes. Compact Card Visualization: View records as compact cards with the ability to configure the data displayed in the cards. Drag & Drop: Ability to drag & drop the cards across lanes to quickly update the values of the underlying category fields. Quick Actions: Cards can be configured to support up to 3 quick activity actions, using which activity records like Email, Phone Call, Task, etc. can be created. Context aware: It works in context of the native Dynamics 365 CRM environment & responds to all native ribbon actions as well as the quick search available for traditional views. Sort & Filter Lists: Ability to sort the records and filter them by date created available. www.inogic.com www.maplytics.com [email protected] 5

Lead Assignment Distribution & Automation Automatic Assignment and DistributLioonroefmLeaidpssuusming dRooulnodr Robin & Capacity Algorithm Lead.Assign.Distribute Round-Robin assignment and allocation of records Key Features amongst the team members is a common need to avoid cherry picking which is a huge concern among the sales Entity Support: Supports OOB as well as and service teams. Lead Assignment Distribution & Custom Entities. Automation app systematically allocates or distributes Leads (or any other entity records) recorded in Dynamics 365 CRM. The app ensures fair distribution of workload within each team by honoring their individual capacity. Automated distribution and assignment improves efficiency resulting in higher sales and profit. Note: This app supports auto assigning & distribution of any entity records. Available for Dynamics 365 v9.x and above with support for all deployment models. Queues: Based off native queues in Dynamics 365 CRM. Even Distribution: Distribute workloads evenly among the team in a sequential pattern using Round Robin algorithm. Fair Distribution: Assign records depending upon the capacity defined for each individual user to avoid over allocation. Capacity Monitoring: It automatically manages the available user capacity based on the work items marked closed and assigned during the course of business. Selection Criterion: Ability to define selection criterion and assignment rules for processing records. Dashboards: Monitor and analyze the workload processed and assigned using the app to each team member with the help of Dashboards. www.inogic.com www.maplytics.com [email protected] 6

Alerts4DynLaoremm iipcsusm dolor 4 Manage Alerts and Notifications in Dynamics 365 CRM Alerts4Dynamics Alerts4Dynamics is a productivity app to create, schedule Key Features and manage alerts for di erent entities in Dynamics 365 CRM. With Alerts4Dynamics, managers can create Alerts for individual records or set of records satisfying a defined condition. Managers can also notify their Dynamics 365 CRM users globally with Announcements. These Alerts can be displayed to the users as Notifications. Alerts can be created for OOB and Custom Entities. Available for CRM versions 9.x and above with support for all deployment models. Display alerts: Alerts can be shown as Pop-ups, Form notifications or sent through Emails. Globally Accessible: View alerts from anywhere in Dynamics 365 CRM. Reminders: Users can create Alerts for individual records for their reference. Event Based: Send/Show alerts on predefined actions. Category: Alert levels can be categorized as Information, Warning or Critical. Scheduling: Add start/expiration dates for all alerts. Multiple Languages: Create multiple messages for a single alert in different languages. Define Audience: Alerts can be configured to be shown to the target audience. www.inogic.com www.maplytics.com [email protected] 4 7

Map My Relationships Map My Relationships Mind Map Visualization ofLDoryenmamipicssum36d5oCloRrM Records Map My Relationships is a productivity control that offers Key Features an easy way to visualize key information related to the record much like a mind map view for Dynamics 365 360 degrees views: Get summary of all records. With a quick glance the user is able to gain important data of the record in a single view. information of all the important information that matters about the record without having to navigate around to get the various pieces of information. Available for Dynamics 365 v9.x onwards and supports Dynamics 365 Online. Quick Action Entity Support: Provides support for both OOB and Custom Entities. Relationships: Provides support for 1:N, N:1 as well as N:N information. Aggregation Drill down: Get quick summary of related records at a glance and subsequently drill www.inogic.com down to the details in depth. Easy Navigation: Navigate easily and quickly to any of the records displayed in the relationship map. Quick Actions: Perform quick actions and create activity records like Email or Appointment for the related Entity records. Grouping: Support for viewing aggregate values without the need for creating rollup fields. Configuration: Ability to configure the data to be displayed as part of the mind map view. www.maplytics.com [email protected] 8

User Adoption Monitor User Adoption Monitor Track User Actions & Improve Adoption of Dynamics 365 CRM User Adoption Monitor – a Microsoft Preferred Solution on AppSource - is a productivity app designed to improve the user adoption by tracking and reviewing the actions performed by users in Dynamics 365 CRM. Managers and administrators can make strategic decisions around training and improving business processes based on the insightful utilization reports provided by the tool. This is available for CRM versions beginning CRM 2016 and above, supports all deployment models. Key Features Track Actions: Most common actions including but not restricted to Login, Create, Read, Delete, Update, Set State and Form Opens is available for tracking. Configurable: Monitoring can be configured to the choice of entities and actions, which are preferred or are essential to their business processes. Consolidation: Ability to choose the period by which the tracking should be consolidated. It can be summarized by Daily, Weekly or Monthly basis. This helps to review goals set for the users. Check-In: Ability to track the amount of time a user spends working on a particular record. Reporting: Activity stats stored within Dynamics 365 CRM in a format that is easy to report on using either the OOB Charts or SSRS Reports. Leaderboard: Easily view the activity breakup and individual user performance across the CRM application through Dashboard visualizations to list out key metrics. www.inogic.com www.maplytics.com [email protected] 9

InoLink Bi-directional Integration between QuickBooks and Dynamics 365 CRM InoLink – a Microsoft Preferred Solution on AppSource - is a bi-directional Azure based solution that seamlessly integrates Microsoft Dynamics 365 CRM and Intuit QuickBooks Online. It further empowers Dynamics 365 CRM users with a 360 degree view of the customer by synchronizing transaction history and Aging details of the customers from QuickBooks. InoLink supports Multiple QuickBooks companies and enables real-time synchronization from Dynamics 365 to QuickBooks. Available for deployment models of QuickBooks Desktop 2016 and above/QuickBooks Online 2016 and above. Compatible with Australia, US, Canada and UK version Key Features Bi-Directional: Two-way sync of Accounts, Contacts, Products, and Prices. Transaction Sync: Ability to promote Quote /Order/Invoice from Dynamics 365 CRM to QuickBooks. Accounting History: Access complete transaction history and their updates right within Dynamics 365 CRM. Account Balances: View customer open balances and aging details to help schedule follow-ups. Tax Calculation: Perform Sales tax calculation in Dynamics 365 CRM for Quotes, Orders and Invoices. Reporting: With Accounting Dashboards view Recent Transactions, Top Customers and Open Invoices. Security: Ability to control access to synced accounting data through security roles and field level security. www.inogic.com www.maplytics.com [email protected] 10

Coming Soon..... Click2Undo Click2Undo is a productivity app that helps users to restore the data on a single click. Be it the last change that they want to restore, the changes that were done in the past which they would like to get back or maybe a record that was deleted by mistake, Click2Undo can do it without any hassle. Available for CRM versions beginning CRM 2016 and above, supporting all deployment models. Features: • Undo Last Changes: Restore the last changes done to a Dynamics 365 CRM record by clicking the Undo button. • Restore Multiple Records: Undo the changes on multiple Dynamics 365 CRM records in one go. • Undo Past Changes: Restore the changes that were done in the past. • Restore Deleted Records: Restore a deleted Dynamics 365 CRM record. Subscription Management Apps Recurring Billing: Recurring Billing application accurately and efficiently streamlines the process of billing. With flexible billing schedules, payment reminders and penalty calculations, it has transformed tedious manual tasks into an automated, time-saving machine. Software Management: Designed specifically for Software Publishers and Value Added Resellers (VARs), the Software Management solution is the ultimate time-saving tool. It tracks product information such as product platform, series, version, and most importantly the current maintenance status of customer. Tax Processing: Tax Processing application provides users across all industries with an automated approach to tax calculation directly inside Microsoft Dynamics 365 CRM for Sales. This app eliminates manual calculations, increases accuracy and saves time for your entire team. www.inogic.com www.maplytics.com [email protected] 11

Maplytics™ MAPLYTICSTM Lorem ipsum dolor Locational Intelligence Simplified Locational Intelligence Simplified! Maplytics™ is a CfMD (Certified for Microsoft Dynamics) Key Features geo-analytical mapping app for geospatial visualization, optimized routing and location analytics. It provides seamless integration between Bing Maps and Dynamics 365 CRM and enables organizations to plot, plan, visualize and analyze Dynamics 365 CRM data on map using the API services of Bing maps. It is rated as a Preferred Solution on Microsoft AppSource. Maplytics is available for Microsoft Dynamics versions CRM 2016 and above and supports all deployment models of CRM On-Premise (IFD as well), CRM Online and Partner-hosted. Radius Search: Stay productive by finding nearby customers on a map with Proximity search based on time or distance. Route Optimization: Improve Sales and deliver quality Services to customers in less time with optimized routing. Auto Scheduling: Plan your days and stay productive within Microsoft Dynamics 365 CRM by auto-scheduling appointments for multiple days. Territory Management: Create, align and distribute sales territories. Shape File Integration: Plot shape file as an overlay with Dynamics 365 CRM data and geographical regions/ territories on map to visualize multiple data at once. Heat Map Visualization: Create intuitive Pie charts and Column charts in Heat maps within Dynamics 365 CRM. Analytical Dashboard: Gain historical, current, predictive data to analyze & make strategies for optimized Sales profits. www.inogic.com www.maplytics.com [email protected] 12

Dynamics 3L6or5emCipsRumMdoloSr ervices Inogic is a leading Microsoft ISV Partner with Silver CRM Competency. With an exclusive focus on Dynamics 365 CRM for more than a decade now, Inogic delivers best-in-class cost-effective services & innovative solutions for Dynamics 365 CRM. We have established ourselves as an experienced Outsourcing and Off-shore development Partner with unrivaled practical knowledge and experience in development, integration and implementation of Dynamics 365 CRM. Services PowerApps and Power BI Reporting Microsoft Portals Power Automate Services Development Customization and Offshore Data Exchange Development Development and Migration Expertise Dynamics 365 Customer Microsoft Power BI, Azure Engagement Power Apps, and Integration Power Automate Dynamics 365 AI Microsoft Portals Integrations www.inogic.com www.maplytics.com [email protected] 4 13

10+ Years of Exclusive Dynamics CRM Operations | 6 CRM Preferred Apps on AppSource | Partners & Customers representation in 20+ Countries SharePoint Security Sync Lead.Assign.Distribute 4 Map My Relationships Alerts4Dynamics MAPLYTICSTM Locational Intelligence Simplified! User Adoption Monitor CONTACT US @inogicindia @inogic @inogicindia inogic.com/blog @inogic [email protected] www.inogic.com SCAN QR CODE TO DOWNLOAD THE BROCHURE