Dynamics365

Popdock Lists Use Your Real-Time Data

Dynamics 365 for Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster.

Use Dynamics 365 for Sales to keep track of your accounts and contacts, nurture your sales from lead to order, create sales collateral, produce marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.

Popdock makes all your Dynamics 365 for Sales data available to create custom lists that join, merge, summarize, or compare data between them. Group, sort, and add multiple filters and, from there, create recurring reports and save them as favorites to access the most recent updated data every time you view the list.

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Access Lists from Phone or Browser

Access your data via an iPhone, iPad, or web browser. Any list you create in Popdock can be refreshed and updated at any time and it will pull in real-time data from Dynamics 365 for Sales.

Whether in the office or on the road, the default and customized lists are available to you.

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Share Lists with
Specific Users or Teams

Popdock has several layers of security available. As an admin on the account, you can assign lists to a team or specific user - giving them access only to the data you define.

Expanded
Search Criteria

Popdock gives you nearly limitless ways to find, view and use data - such as ‘is any of’ or ‘is not one of’ - making it easier to access what you need.

Save
Recurring Reports

Popdock allows you to save recurring reports. Set the criteria once, save as a favorite, and next time simply refresh with the click of a button.

Available Lists

  • Account leads
  • Accounts
  • Campaigns
  • Competitor, Competitors products
  • Contacts
  • Contact invoices, leads, orders, quotes
  • Contracts
  • Emails
  • Equipment
  • Goals
  • Invoices, Invoice details
  • Knowledgebase articles
  • Leads
  • Lead competitors, products
  • Opportunities
  • Take any of these out of the box lists and build your own favorite reports to suit exactly how you work.

Related Connectors

Are you ready for accessible, informative, and actionable data?

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