Plugin Dynamics CRM 365

Integrate your CRM with TDox and make the communication easier between systems

USE CRM DATA ON TDOX
FOR MOBILE ACTIVITIES

CRM IN OFFICE

You can use the CRMN to manage relations with your customers from your office, creating registries of customers, products or scheduling activities and events.

TDOX FOR MOBILE

You can use TDox for mobile data collection: design easily and quickly all your processes and manage the activities on field, even offline.

CRM + TDOX

The integration of both systems requires an automatic synchronization of customers, products and events, in order to decrease manual activities.

TDOX PLUGINS

TDOX plugins for CRM make communication easier between the two systems and allow your mobile work with data always aligned and updated.

Turn your business processes
into an App

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CUSTOMERS, PRODUCTS,
EVENTS ALWAYS UPDATED

1. CHOOSE THE PLUGIN

Choose the plugin to be installed, to import customers, products and events into TDox.

2. INCLUDE IT IN TDOX

Include the TDox plugin inside your CRM, downloading it from Microsoft AppSource.

3. CONFIGURE IT

Configure the plugin specifying access credentials from your TDox account.

4. SYNCHRONIZE DATA

Insert data in your CRM and synchronize it in TDox transparently for users.

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