Solutions Hub

Enable users to quickly clone any record, as well as any related records

Enrich forms by showing related records in grids with an accompanying image

Allow users to instantly check key details about a parent record and open this in a quick view form

Simplify selecting today's date by applying a toggle switch to date fields rather than using a calendar view

A rapid, easy way to accurately address detail in Dynamics 365

Quickly send documents for electronic signature from Dynamics

Check bank details are entered correctly and valid for direct debits

Synchronise Microsoft Dynamics 365 data with Xero accounting software

Configurable field lookup enabling multiple records to be selected

See how many characters are remaining in a multi-line text field

Easily tag any record to build profiles, categorise and apply filters

A simpler solution to design email and document templates with tables and rich text

See at-a-glance if a field value is subject to a minimum character limit

Update field values on related entities without leaving the main record

Easily reorder sets of records in a sub-grid

Simplify selecting today's date by applying a toggle switch to date fields rather than using a calendar view

Set a unique number with a custom prefix based on a related field value

Flexible and simple processes to split orders into multiple invoices for phased payment

Automatically flags accounts, cases and other records as lapsed based on configurable criteria

Quickly apply price changes by copying products to a new list

Handles all subscription-based services with prebuilt automated processes

Enable users to quickly clone any record, as well as any related records

Check the most recent interactions by activity type on any record

Form visualisation showing the next scheduled activities by type, on each record

Enrich forms by showing related records in grids with an accompanying image

Allow users to instantly check key details about a parent record and open this in a quick view form