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Protomator for Activities Automation

Prompt Softech
Enhance productivity using dynamic templates for Case, task & Appointment in Dynamics 365
Protomator (Process + Automation) is an add-on service for Microsoft Dynamics 365 online/On-Premise. The app lets you gain more productivity simply by defining repetitive activities into templates within primary entities like Account, Contact, Lead and Opportunity. It breaks down the process of performing similar tasks repeatedly. The app is designed & developed for all kinds of industries and is best suited to the businesses who are doing repetitive processes on daily basis. The app leverages the features of Dynamics 365 to automate such activities so you and your team can focus on high-reaping targets and generate more profits! Features:
  • Automatically create Cases, Tasks & Appointments from templates
  • Hybrid Case Templates with Workflow Execution
  • Configure dynamic templates for Accounts, Contacts, and Leads & Opportunities.
  • Run templates for multiple/individual records
  • Option to include attachments in template
  • Clone Template
Benefits:
  • Increase productivity
  • Business solution covering all industries
  • Works on Core CRM entities
  • Easy to use & Customize
  • One time configuration, Re-Usable , Efficient
  • Time saver for repetitive activities.
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