INTEGRATION

Code-K Connector 
Offers bidirectional integration between Dynamics CRM and legacy systems. Multi-thread capability and scalability to millions of records daily. Certified for Microsoft Dynamics

Code-K CTI Connector
Integration with smart phone systems through webservices. Automatic opening of forms and registration of the phone calls.

FUNCIONALITY

Code-K AuditTrail
Audit of changes in entities of CRM. Registry of the field changes, and responsible for changing date / time. Easy reference within the entity itself.

Code-K DocGen
A complete document generation on the Dynamics CRM platform. Fully customizable and scalable, able to read data from multiple related entities.

Code-K Project Control
Integrated project management, including vertical and external software pointers. Manage your resources quickly and intuitively.

Code-K SalesCycle Manager®
Exclusive version of the methodology OPM (Opportunity Portfolio Management) for Microsoft Dynamics CRM. Complete management of the Sales Cycle, using technology to their advantage.  

Code-K Script Tools
Generation of research and service roadmaps, with asks to multiple types of answers. Just follow the script by phone or post on portal.

EXPANSION

Code-K Data Cleaner
Clean scheduled and automated database through Advanced Locations, with defined security policies from user profiles.

Code-K EventFields
Shades of fields, Documents validation, field-level security, among many other features. One of the best selling products in our portfolio that will surely accelerate the deployment of your Sales, Marketing or Services projects.

Code-K FilteredLookup
Apply filters to any parameterized lookup available on their CRM environment. Make easier and faster the fill of forms native or created by you!

Code-K Marketing Add-ons
Product dedicated to the most common marketing projects, including: attachments in quick campaigns, capture the effectiveness and efficiency of mass emails (received, read), analysis reports and much more.

Code-K Workflow and Plugin Pack
Microsoft Dynamics CRM has as one of the major advantages his powerful features of workflow and automation. This product expands upon the features available, offering calculation of working days, auto numbering of entities, data and time and other features. Certified for Microsoft Dynamics.