Dynamics 365 CRM Apps
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Dynamics 365 CRM Apps
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Inogic Productivity Apps
Maplytics
Alerts4Dynamics
Attach2Dynamics
Auto Tax Calculator
Business Process Checklist
What's New!
Installation
Getting Started
Configuration
Features
Manage Plans
Plan Items
Auto-Attach the Plan to Record
View Record Details
View Plan Details
View Plan Items on Record
Data Migration
Handling Failures
Uninstallation
FAQs
Video Library
Click2Clone
Click2Export
Undo2Restore
Gamifics365
InoLink
Kanban Board
Lead Assignment and Distribution Automation
Map My Relationships
Marketing4Dynamics
SharePoint Security Sync
Subscription and Recurring Billing Management
User Adoption Monitor
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View Plan Items on Record

Once the conditions are satisfied, the plan will be automatically attached to the records and users can follow this plan while handling the records
  • Plan items will appear on the selected record as shown below. In addition, users can perform the various steps of the attached plan during the course of their day.
For any queries, reach out to us at [email protected]​
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Data Migration
Last modified 2mo ago
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