| GI Cascading Wizard |
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Type: Productivity, Business Enhancement Wizard
Description: Control how data is cascaded between CRM related entities.
Features:
Mapping fields when an entity is Updated.
Mapping fields when an entity is Created outside of parent form .
Inheriting fields from Multiple parents.
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| GI Record Filter Wizard |
Type: Security Enhancement Wizard
Description: Enables creation of security filters in the context of data. CRM entities and User Roles are bind together with data aware filters that enable administrators to expose CRM Roles to a subset of data depending on security criterions (Query Conditions). The wizard ensures that the user interaction is always within security boundaries
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| GI Auto Sharing Wizard |
Type: Security & Productivity Wizard
Description: Enables moderation (access to) CRM data by lowering CRM Role permissions and Creating automatic Sharing Rules that distribute individual records based on Business logic, Record state and criterion (Query).
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| GI Security Package |
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The Security value added Package is a complete CRM security suit that enables organizations to accurately and fully define their security requirements depending on security hierarchy i.e. for each Business Unit, Role and User.
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| GI Partner Starter Pack |
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The Partners Starter Pack is a complete wizard suit especially constructed for Microsoft Dynamics Partners.
The GI Partners Starter Pack is the most value added and cost effective solution to jump start your CRM projects. Save time and effort by integrating wizards that are able to solve common development tasks such as Field Level Security and Bulk Delete Operations. Gap missing CRM functionalities and focus your effort on your client’s CRM objectives. Take advantage of our discount offer, Royalty free distribution license and ensure your project success. Product Page >>>
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| GI Workflow Query Wizard |
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The Workflow Query Wizard is a designer enhancement that integrates seamlessly with dynamics existing workflow facility. The WQW enable you to create complex count queries and advanced workflow processes with a click of a button (no coding required). Product Page
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| GI Field Level Security Wizard |
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Type: Security Enhancement
Description: A complete Field Level Security System which enables administrators to define field visibility throughout organization hierarchy.
Features:
Creation of templates for Business Units.
Ability to override or extend Business Unit settings for each Security Role.
Creation of FLS exceptions (rules) at the User Level.
Ability to manipulate form layout
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| GI Bulk Delete Wizard |
Type: Productivity, Maintenance Wizard
Description: A complete Bulk Delete system which enables administrators and power users to create Bulk Delete Operations in just a few clicks. The BDW comes with a simple yet powerful user interface that leverages CRM Advanced Find mechanism.
Organizations that utilize extensive audit trails and system logs or process large amount of data can utilize BDW to keep their system lean and clean
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| GI Public View Manager |
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Type: Productivity, Business Enhancement Wizard
Description: A complete solution which enables administrators and power users to define and manipulate public (system) views throughout the organization hierarchy.
Features:
Creation of PVS templates at the Business Unit level.
Ability to override or extend Business Unit settings for each Security Role.
Creation of exceptions (rules) at the User Level.
Complete control over Hiding and Order of views
Read More...
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| GI State and Status Security Wizard |
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Type: Security, Business Enhancement
Description: A complete State Management System. This wizards allows administrators to completely control who is able to change the state of any given entity record.
Organizations looking to:
Control the deactivation and activation of records.
Manage users ability to Win or Lose opportunities
Decide whether service reps can Cancel or Resolve incidents
Control any other “Change State” behavior
… Will greatly benefit from SMW. Read More ...
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| GI Supported Record and Page Counter |
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Type: Productivity Plug-in
Description: A Configurable Plug-In which enables CRM Administrators to add summary (count) Information to CRM Views and Advanced Find Search Results.
Features:
The summary information includes a Default Record Count and an optional Total Page Counter.
Support for Multiple Languages
Minimal throughput. Read More ...
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| GI Queue Security Manager |
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Type: Security Enhancement
Description: A complementary security wizard that enables administrators or power users to control Queues visibility throughout the organization hierarchy.
Features:
Creation of QUM templates for Business Units.
Override or Extend Business Unit settings by applying specific settings for each Security Role.
Creation of QUM exceptions (rules) for users within the same Role
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| GI Tooltip (Field Popup) Wizard |
Type: Productivity
Description: A complete Popup Generation System for Dynamics CRM. The wizard presents a new paradigm for extending field level functionality. The wizard has a built-in editor which makes creation of tooltips an easy task.
Features:
Create Static and Dynamic Tooltips
Add Popup Functionality to all CRM fields
Create Popup Menus and Buttons
Embed Links to email and external sites
Embed Images
Create Shortcuts and Trigger external functionality
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| GI Productivity Pack |
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The Productivity Pack is a value added solution assembled especially for customers who seek to improve their CRM productivity. The package includes all GI productivity wizards and plug-in such as PVS for Views Management, RCO for Count of records and BDW for bulk delete operations. Read More ...
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| GI Send E-mail to List wizard |
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Type: Productivity, Workflow Enhancement Wizard
Description: Send an E-mail to a list of records
defined by an advanced find query.
Features: Works from within the workflow desiger.
Supports E-mail templates.
Read More ...
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