Prodware Meeting Notes for Customer Engagement

A simple to use accelerator for your Microsoft Dynamics 365 that makes it easier to move the sales process along without additional admin.

Meeting Notes addresses these everyday challenges and boosts standard Microsoft Dynamics 365 Sales functionality, the app allows you to easily, store, share and collaborate with colleagues and clients.

Features and benefits of using this app

• The Meeting Note is used to reflect the first interaction with the client within the commercial activity process
• Talk to your phone to record the summary of your meeting. Users can speak to their mobile and the summary of the meeting will be recorded in the Meeting Note
• Fully integrated with Outlook. Allows you to create a Meeting Note directly from an appointment
• Accessible anywhere – use the Meeting Notes app whilst off-line so you can capture your actions on the road
• Capture your Meeting Notes, then export, send via email to internal and external contacts. Meeting Notes can be found by colleagues in the Account form of the Client for self-service too