Dynamics 365 Integration for Gmail
Item logo image for Dynamics 365 Integration for Gmail

Dynamics 365 Integration for Gmail

avocado.software
4.5(

15 ratings

)
Item media 6 screenshot
Item video thumbnail
Item media 2 screenshot
Item media 3 screenshot
Item media 4 screenshot
Item media 5 screenshot
Item media 6 screenshot
Item video thumbnail
Item video thumbnail
Item media 2 screenshot
Item media 3 screenshot
Item media 4 screenshot
Item media 5 screenshot
Item media 6 screenshot

Overview

Track emails, sync calendars, work with activities, convert important emails into Dynamics 365 activities without leaving Gmail and…

Track emails, sync calendars, work with activities, convert important emails into Dynamics 365 activities without leaving Gmail and more: ✓ Track emails and conversations from Gmail to Dynamics 365 ✓ Automatically sync emails to D365 ✓ Convert important emails into tasks, show them in convenient To-Do list and save directly into D365 ✓ Add new prospects, contacts and companies from LinkedIn to D365 in one click ✓ Set the next actions and create new CRM activities directly from LinkedIn in order to plan and track all further communications with prospects ✓ Sync events between Google and D365 calendars ✓ Create, view, manage and navigate activities and entities ✓ Supports Custom objects and fields out-of-the-box ✓ Install in less than a minute, no additional configuration needed ✓ Track down emails, conversations and attachments from Gmail and save them directly into D365. Akvelon’s Dynamics 365 Integration for Gmail is very pragmatic and includes countless possibilities for lead generation and organization in Gmail. It enables users to track down emails, conversations and attachments from Gmail and save them directly into D365. Quickly find existing records in CRM or create new entity with just one click and track correlated emails. No additional set up needed, this extension works out-of-the-box, supporting custom entities and attributes. Replication of CRM Activities grid in Gmail provides users with the ability to quickly view, search, and manage CRM activities without leaving Gmail interface. Google and D365 calendar sync allows users to keep all events up-to-date and organized. It syncs in background mode and does not require additional actions while you are working. WE DON’T WANT YOUR DATA - We do not store User Sensitive info excepting user ID and organization ID for license management purposes - Akvelon protects your data with the industry's strongest encryption methods REQUIRED PERMISSIONS: "storage" - to store users' data (events from Google calendar, CRM records, Auth tokens) "identity" - to sign in to Gmail and D365 using Google OAuth and CRM OAuth accordingly (core functionality which is needed to integrate Gmail with CRM) "downloads" - to download log files - user has the ability to collect and send log file manually (does not contain any sensitive info) to Akvelon Support team in case he/she experiences any issues with the application "tabs" - to open new CRM windows to create new CRM activities and CRM records. Also it is needed to sign in to Google account in order to iterate with Gmail emails, contacts and Google calendar "unlimitedStorage" - to store events from Google calendar, CRM records, Auth tokens in browser's local storage (available only for user). This data is needed in order to iterate with Gmail and CRM and integrate them between each other "webRequest" - to connect to D365 On-Premise through ADFS (to confirm correctness of domain as we can't get this data beforehand - all users use different URL's) "https://login.microsoftonline.com/*" - to login to D365 CRM using OAuth "https://*.dynamics.com/" - to iterate with Dynamics 365 CRM (create new records, update existing ones, sync CRM and Google calendars) "https://www.googleapis.com/ - to get data from Google API (get info about emails, contacts and calendar) which is needed to add information from Gmail to CRM https://accounts.google.com/o/oauth2/auth - login to Gmail using Google OAuth (user has to authorize in order to get access to his/her data located in Gmail, Google Calendar and Contacts (to save this data to CRM) https://accounts.google.com/o/oauth2/token - to get Google token for OAuth (it allows users to work with the app without necessity to re-login too often) https://cgiprod.akvelon.net/ - to connect to Akvelon license server in order to manage subscription BY INSTALLING THE APP, YOU AGREE TO PRIVACY POLICY AND TERMS OF USE: Privacy Policy: https://akvelon.com/products-dynamics-crm-integration-for-gmail-privacy/ End-User License Agreement: https://akvelon.com/dynamic/CGIEULA.pdf Third-party extensions installed in Chrome can potentially conflict with this extension, especially if those extensions integrate with Gmail. It can cause unexpected issues like missing icons/buttons or sidebar loading off-screen. To learn more about it please visit our user manual: https://avocado.software/manuals/cgiUserManual# This extension use and transfer to any other app of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements (https://developers.google.com/terms/api-services-user-data-policy#additional_requirements_for_specific_api_scopes).

4.5 out of 515 ratings

Google doesn't verify reviews. Learn more about results and reviews.

Review's profile picture

Lee MoreauSep 14, 2022

This plugin is total garbage and doesn't work at all. We tried it out but it said we had already done a trial years ago so I just went ahead and signed up for 4 licences. That was months ago, it hasn't worked ever since. Gestures and pressing back don't work when you have an email open, the only way to go back to the inbox is by clicking Inbox. The support people would tell me a new update was out and to update, but when I'd check I'd always already be on that version, yet same issue. I'... Show more

2 out of 2 found this helpful
Review's profile picture

Krasimir NachevAug 20, 2019

I think this extension is the best solution for the Dynamics CRM Gmail integration. All emails are tracked successfully, it is easy to find them in CRM. New features are good and the support is just perfect! Thank you very much guys for your good product.

1 person found this review to be unhelpful
Review's profile picture

Tim WiedemanJul 30, 2018

Current version is incomplete. Do not download if you need to add gmail replies to CRM. Extension only allows add to CRM when sending a new email or when receiving a new email. You CAN NOT add a reply to CRM. I will gladly give 5 stars when they update to solve this major functionality gap.

2 out of 2 found this helpful
Replier's profile picture

Akvelon IncDeveloperNov 9, 2018

Thank you for your question. The current version of the extension supports the option to track replies as separate activities from Gmail into Dynamics CRM. In case of any questions regarding this functionality, please contact us directly. For that, open Settings tab of the extension => Contact Sales and Support => CONTACT SUPPORT => fill out form with details and click the SUBMIT button.

Details

  • Version
    10.2.1
  • Updated
    June 12, 2024
  • Features
    Offers in-app purchases
  • Size
    704KiB
  • Languages
    English
  • Developer
    Akvelon, Inc.
    3120 139th Ave SE Bellevue, WA 98005 US
    Website
    Email
    gmail.support@akvelon.com
  • Trader
    This developer has identified itself as a trader per the definition from the European Union.

Privacy

Dynamics 365 Integration for Gmail has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Dynamics 365 Integration for Gmail handles the following:

Personally identifiable information
User activity

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

Related

Dynamics 365 F&O table browser

4.2(5)

View the content of a table in the Dynamics 365 environment of your active browser tab

Level up for Dynamics 365/Power Apps

4.9(101)

Quickly perform advanced/hidden actions in Dynamics 365/Power Apps, without bookmarklets.

D365-UI-Test-Designer

5.0(141)

A browser extension for designing and capturing D365 UI Tests

GotDibbs Toolbox for Dynamics 365/CRM

5.0(5)

Admin tools for Dynamics 365/CRM

Dynamics 365 Power Pane

4.8(88)

Dynamics 365 Power Pane is a helper tool designed to integrate with Dynamics CRM/365 application and allow you to manipulate forms.

Cloze Sidebar for CRM

4.4(16)

See everything about your contacts and deals in one place - automatically

Code-K Gmail Sync for Microsoft Dynamics 365

5.0(3)

Send your emails on Microsoft Dynamics 365 directly from Gmail

Dynamics 365 Record Counter

5.0(1)

Dynamics 365 Web Api based counter for both OData query and Fetch XML based and other tools.

Shortcuts For Microsoft

4.0(1)

Easy navigation to all of Microsofts's services in a single dropdown panel.

D365: Dynamics 365 & Power Platform updates

5.0(1)

Stay updated with Microsoft Dynamics 365 and Power Platform

Dynamics CRM File Download Fix

4.8(12)

Resolves the apostrophe wrapped file download issue with Dynamics 365. Provided by Reenhanced.com

Calendar Synchronization - SyncPenguin

4.0(2)

A simple and free service for two-way Google Calendar and Microsoft Office 365 Exchange (Outlook) calendar synchronization

Dynamics 365 F&O table browser

4.2(5)

View the content of a table in the Dynamics 365 environment of your active browser tab

Level up for Dynamics 365/Power Apps

4.9(101)

Quickly perform advanced/hidden actions in Dynamics 365/Power Apps, without bookmarklets.

D365-UI-Test-Designer

5.0(141)

A browser extension for designing and capturing D365 UI Tests

GotDibbs Toolbox for Dynamics 365/CRM

5.0(5)

Admin tools for Dynamics 365/CRM

Dynamics 365 Power Pane

4.8(88)

Dynamics 365 Power Pane is a helper tool designed to integrate with Dynamics CRM/365 application and allow you to manipulate forms.

Cloze Sidebar for CRM

4.4(16)

See everything about your contacts and deals in one place - automatically

Code-K Gmail Sync for Microsoft Dynamics 365

5.0(3)

Send your emails on Microsoft Dynamics 365 directly from Gmail

Dynamics 365 Record Counter

5.0(1)

Dynamics 365 Web Api based counter for both OData query and Fetch XML based and other tools.

Google apps