AvePoint Launches Microsoft Dynamics CRM Product Line to Ease Migration, Improve Data Quality

2 minute read
Barry Levine avatar

Governance and infrastructure management provider AvePoint wants to make Microsoft Dynamics CRM work better. This week the Jersey City-based company released a line of products to help increase productivity, user adoption and data quality in Dynamics CRM. 

AvePoint notes that the key reason for incomplete or ineffective Dynamics implementation is the lack of user adoption, for reasons ranging from lack of integration to difficulty of use. The new products -- Productivity Suite, Migration Manager and Timeline -- are intended to increase adoption and, subsequently, productivity.

Productivity Suite

The AvePoint Productivity Suite for Dynamics CRM, which supports the online version as well as on-premises deployments, is designed to improve productivity and data quality. Its feature set includes optimizing searches for CRM assets, enhancing log activity tracking and undoing modifications to data that may have been inadvertent or malicious, via Record Rollback that restores altered or deleted information to a previous point in time.

With Productivity Suite, users can automatically log Skype, Microsoft Lync Call or corporate phone system activity, with support for click-to-dial and incoming caller ID, thus increasing management’s ability to track customer relationship management. The program also allows users to search all Dynamics CRM datasets through one interface, for such assets or activities as contacts, leads, campaigns, opportunities, support tickets or accounts. This function is designed to enhance support for in-bound customer service and contact centers.

Learning Opportunities

Migration Manager, Timeline

The Migration Manager automates data migration from Salesforce CRM to Dynamics, and is intended to make sure that customizable mappings are utilized and migrated data is presented as it should be in Dynamics CRM. And AvePoint Timeline helps users to load, navigate and browse information for accounts, leads, opportunities and contacts in an interactive app for Android and iOS mobile devices.

AvePoint Timeline.png

Dr. Tianyi Jiang, Co-CEO and Co-Founder of AvePoint, said in a statement that the company has expanded its decade-long work of helping organizations optimize their SharePoint deployments to support those “that wish to utilize Dynamics CRM to better manage customer data, improve customer satisfaction, and optimize business productivity.”

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