If you are a sales rep that frequently works in the field, keeping your opportunities up to date in Microsoft Dynamics CRM can be a cumbersome experience on a tablet. Navigating through multiple screens and entering lots of text using a touch screen keyboard is just not what tablets are designed for. EZ Opp for Dynamics CRM from Sonoma Partners is the best application to help users manage their sales pipeline using active opportunities within Dynamics CRM. Now using simple touch gestures you can quickly update the attributes of an opportunity that you care most about: • Estimated revenue • Probability of closure • Estimated closure date If you want to drill down further into an individual opportunity, you can get additional details such as weighted revenue, days in pipeline, days to close, and much more. We also show relevant information for each opportunity such as most recent activity, activity feed posts, and related opportunities. Not only can you view and update all of this information about your opportunities, but those updates are pushed to CRM – saving you loads of time and keeping your pipeline up to date.
What's new in this version
This update contains the following: - Fixed chart layout on Surface 3 form factor - Fixed build issue with managed code library preventing authentication to IFD instances
- Easily update opportunity data visually
- Add activity posts to opportunity record