Dynamics 365 Integration for Gmail

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Description from extension meta

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

Image from store Dynamics 365 Integration for Gmail

Description from store 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).

Latest reviews

(2022-09-14) Lee Moreau: 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've tried on Chrome, Safari, FireFox on Mac, as well as Edge, Chrome and FireFox on Windows 11. I've had 4 employees all test it and it does it for every single one of them. I even used a brand new PC with a brand new Chrome profile and same thing. We gave up and uninstalled a month ago when it started causing more issues like showing big white boxes on the left of the display. Just for fun I reinstalled it now, since the company said they do not give refunds even if the product doesn't work. Guess what? SAME issue it STILL does not work. Avoid this like the plague, it's SO buggy and doesn't work at all. Their support people are completely useless, and to tell a customer no refund on a product that doesn't work is absolutely horrible customer service. We had to file a dispute with our credit card company to get our money back, since the product we paid for is not what we received.
(2019-08-20) Krasimir Nachev: 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.
(2018-07-30) Tim Wiedeman: 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.
(2017-09-28) Elly Emerson: 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, especially two-way sync between Dynamics CRM and Google calendar. The new design looks very good. Way to go!
(2017-09-26) User Name: New version is much better. They improved existing functionality, fixed some problems and created new design which is really nice. Great job! Highly recommended.

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