MS‑CRM Add‑Ons for Dynamics 365 CRM
DYNAMICS 365 CUSTOMER ENGAGEMENT > CRM ADD-ONS
Productivity & Document Automation Tools for Dynamics 365 CRM Users.
Walkerscott is a certified Microsoft Solutions Partner in Australia and New Zealand, and an authorised reseller of MS‑CRM Add‑Ons.
MS-CRM add‑ons deliver AI‑quality document automation, storage optimisation, activity management, and user interface enhancements – to help your team work smarter in Dynamics 365 Customer Engagement solutions like Sales, Customer Insights, Customer Service and more.
Why choose MS‑CRM add‑ons for Dynamics 365 CRM?
Automate Time-Consuming Tasks
Free your users from repetitive document generation, manual filing, and inefficient navigation. MS‑CRM Add‑Ons streamline common CRM workflows so teams can focus on high-value work – not admin.
Reduce Storage Costs & Improve Performance
Move bulky email attachments and notes out of your Dynamics 365 CRM database and into secure, external storage – without disrupting access. This improves system responsiveness and cuts storage-related costs.
Find Information Faster
Empower your users with fast, multi-entity search that works across fields and relationships. With PowerSearch, answers are only a few keystrokes away – boosting efficiency across sales, service, and support roles.
Enhance the CRM User Experience
Bring Outlook-style familiarity into Dynamics 365 with activity previews, and simplify access to key records and actions using custom buttons. Reduce clicks, reduce training, and improve user adoption.
Increase Process Visibility & Compliance
Track, manage, and document customer interactions more effectively with embedded approval workflows, document logs, and data visibility tools that support better governance and audit readiness.
MS-CRM add-ons for Dynamics 365 CRM Capabilities
DocumentsCorePack
Generate and manage Word-based document templates directly within Dynamics 365 CRM. Merge live CRM data into quotes, contracts, and other documents, and streamline delivery with automated workflows, e-signature support, and SharePoint integration.
AttachmentExtractor
Optimise Dynamics 365 CRM storage by automatically extracting email attachments, notes, and documents to SharePoint or Azure Blob Storage. Maintain seamless CRM access through linked records while improving system performance and reducing storage costs.
PowerSearch
Enable fast, cross-entity search inside Dynamics 365 CRM that goes beyond the standard global search. Configure filters for frequent use cases and empower users to retrieve the data they need with fewer clicks and less friction.
ActivityTools & SmartBar
Enhance the Dynamics 365 CRM user experience with an Outlook-style preview pane for emails, calls, and tasks – displayed directly within Dynamics 365. Use SmartBar to introduce context-aware buttons that simplify navigation and trigger key actions without custom code.
Frequently Asked Questions
Can I create and send quotes, contracts, or invoices from Dynamics 365 CRM without exporting to Word?
Dynamics 365 doesn’t offer robust native document automation. With DocumentsCorePack from MS‑CRM Add‑Ons, you can generate Word-based documents like quotes or contracts directly within Dynamics 365, merge real-time data from records, and send them via email or e-signature workflows – all without leaving Dynamics 365 CRM.
How can I reduce storage used by emails and attachments in Dynamics 365 CRM?
Email attachments and notes stored natively in Dynamics 365 quickly consume Dataverse storage. With the help of AttachmentExtractor from MS‑CRM Add‑Ons, you can automatically move these files to SharePoint or Azure Blob Storage, maintaining CRM links and access while reducing storage costs and improving performance.
Is there a way to search across multiple tables and custom fields in Dynamics 365 CRM?
Standard Dynamics 365 CRM search can be limited in scope and often misses key data.
You can use a Dynamics 365 extension application like PowerSearch by MS‑CRM Add‑Ons to enable fast, configurable global search across multiple entities, including custom fields – making it easier to find what you need without switching between views or building custom queries.
Can I see a preview of tasks, emails, or meetings from a contact or opportunity record without opening each activity? in Dynamics 365 CRM?
Dynamics 365 shows a list of activities, but users must open each one to view details. You can use an extension app like ActivityTools from MS‑CRM Add‑Ons adds, to preview pane directly into CRM forms – similar to Outlook – so users can view full activity content and stay in context while working.
Can I create shortcuts or automations to complete frequent tasks or navigate forms faster in Dynamics 365 CRM?
CRM forms can be cumbersome to navigate, and repetitive tasks often require multiple steps. You can instead use an extension like SmartBar from MS‑CRM Add‑Ons, which lets you add custom buttons to forms for quick navigation, workflow triggers, or record creation – streamlining user experience and reducing training time.
Why Work with Walkerscott?
As a trusted Microsoft Solutions Partner and authorised MS‑CRM Add‑Ons reseller, Walkerscott delivers expert implementation, configuration, and support across Australia and New Zealand.
We can help tailor solutions to address Dynamics 365 CRM productivity gaps and help your team work more efficiently.