AvePoint Timeline for Microsoft® Dynamics CRM

AvePoint Timeline for Microsoft Dynamics CRM empowers business users – including sales, marketing, and support – to be more productive when preparing for customer interaction on the go. AvePoint Timeline displays all relevant record or account information in a consolidated and interactive interface for mobile devices. Users can quickly gain insight into activity trends, change activity status, as well as add new activities and annotations. With rich features available in Timeline Pro, presented data can be tailored for business users in a variety of organizational roles in order to meet your unique CRM system implementation requirements. Organizations have more power than ever to customize and configure Timeline Pro to ensure optimal business user productivity.

Ensure that sales, marketing, and support representatives have relevant Dynamics CRM account data at their fingertips while they’re on the go with AvePoint Timeline today!

Dynamics CRM – Whenever and Wherever You Need It

Key Benefits View and Manage CRM Activity On-the-Go – Swiftly load, navigate, and browse all activities associated with accounts, contacts, leads, and opportunities on your mobile device.

Enhance Customer Communications – Quickly access customer contact information and utilize Microsoft Lync or Skype integration to place calls directly from Timeline.

Optimize Account Management – Mark important actions, events, or milestones within an account and change activity status to better track and log activity cycles, effectiveness, and response times.

Full Team Visibility – Have full visibility of each team member’s activities and tasks to monitor activity and improve team member accountability.

*Requires an existing Dynamics CRM account (hosted, online, or on-premise)