Essentials are a range of off-the-shelf solutions that deliver additional functionality to organisations without the need to undertake time consuming and costly bespoke development.

Incremental’s Essentials range includes: Auto Number, Auto Summary, Auto SLA Calculator and Auto SMS.

Benefits:

  • Essentials provide solutions to common challenges, saving the time and associated cost of developing from scratch.
  • The solutions are simple to implement and tested with Microsoft Dynamics 365 Customer Engagement implementations, giving you added functionality without the risks of developing bespoke solutions.
  • Access anywhere – each Essentials solution is developed using a single code base for all deployment scenarios including Dynamics 365, CRM Online, On-Premise and Partner Hosted.

Auto Number

Auto Number by Incremental allows you to generate auto number definitions and formats without the plug-in registration tool and without technical know-how. Save time and the associated cost of providing auto numbering with a solution that’s fully maintained and supported, unlike freeware options.

Features:

  • Available for online, on premise and partner-hosted deployments
  • Supports custom entities and fields
  • Creates numbers generated via the user interface, SDK or offline clients (at synchronisation)
  • Preview your formats and add prefix and/or suffi
  • Disable Auto Number Definitions by using standard record deactivation
  • Reset your Auto Number if required
  • HTML5 control to display metadata in real-time.

Pricing:

Auto Number has a one-off fee of £199 per live Dynamics 365 deployment (irrespective of user count). This includes 12 months’ product support. 12 months’ annual support can be purchased for 20% of the initial fee thereafter.

Purchase via PayPal

Product (Drop Down)
Company Name
VAT Number

Existing users will require a new production license key when upgrading. Please contact support to obtain new key(s). Upgrades between CRM 2011 and CRM 2013 versions require Auto Number for CRM2011 to be uninstalled prior to installing the CRM2013 solution. Auto Number definitions need to be deleted and re-created in this scenario. For upgrades between CRM2013 and CRM2015/16, install the CRM2015/16 version, then uninstall the CRM2013 version. All Auto Number definitions will remain intact in this scenario. CRM2015 to 2016 upgrades just require the 2016 solution installed.

Please select the version you wish to purchase and add the organisation unique name that you can find in CRM via Settings > Customization > Developer Resources. If you require additional free keys for your development/test environments, please state their organisation unique names in the ‘additional license key requirements’ text box during checkout.

Trial Mode:

Auto Number will operate in trial mode until a license key is purchased; every 10th number will return a random number.

Auto SMS

Auto SMS solution for Microsoft Dynamics CRM allows you to send SMS messages from within CRM, either manually, via the social pane, or via Workflow. An SMS provider account is required. Optionally, an inbound application can be installed on any server or PC, scheduled to poll your TextAnywhere or Esendex text provider at a time internal of your choosing.

The solution is available as a single code base for Microsoft Dynamics CRM Online, On-Premise and Partner Hosted deployment scenarios. Auto SMS can be configured to use the TextAnywhere, Esendex or Red Oxygen (outbound only in the current version) SMS platforms, so you can buy flexible text bundles to suit your organisation’s needs.

Features:

  • Send SMS messages to any mobile phone worldwide either manually or using workflow.
  • Receive and view replies to SMS messages sent from Microsoft Dynamics CRM within the solution.
  • Receive and view new inbound SMS messages sent from mobile phones to a fixed number belonging to your organisation.
  • View SMS history for each Microsoft Dynamics CRM Contact, Lead or Account.
  • Use Microsoft Dynamics CRM Workflow to generate notifications for new inbound SMS messages.
  • Locally control the time when Microsoft Dynamics CRM sends SMS text messages, to ensure your customers are not contacted out of hours.
  • Use the default ‘mobile number’ or a custom/secondary mobile number.

Purchase via PayPal

Product
Organisation unique name
VAT Number

Pricing:

Auto SMS has a one-off fee of £199 per live CRM deployment (irrespective of user count). This includes 12 months’ product support. 12 months’ annual support can be purchased for 20% of the initial fee thereafter.

Existing users will require a new license key if upgrading. For production instances a new license must be purchased. Please contact support to obtain new key(s).

Trial Mode

The Auto SMS solution will operate in trial mode until a license key is purchased.

To purchase the solution please select the version you wish to purchase (CRM2011/2013/2015/2016) and add the organisation unique name that you can find in CRM via Settings > Customization > Developer Resources. If you require additional free keys for your development/test environments, please state the unique organisation names in the ‘additional license key requirements’ text box during checkout.

Auto SLA Calculator

Auto SLA Calculator tool allows you to calculate dates and durations while taking in to consideration working hours. This solution enables accurate ‘service level agreement’ dates to be produced and the production of real time averages of time taken to respond, or to complete cases or incidents using Microsoft Dynamics CRM’s charting capability. Auto SLA Calculator can return a specific date and time by using a pre-defined ‘Auto SLA Definition’ record.

The solution works in conjunction with Workflow to make the application of business rules extremely configurable.

Features:

  • Compatible with CRM Online.
  • Create Auto SLA Definitions to represent many ‘work time’ configurations.
  • Use workflow, plugins or jscript to generate ‘Auto SLA Request’ records which return date and duration/minutes results.

CRM2013 ‘SP1/Spring Wave’ introduced ‘Service Level Agreements’, why do I need this?

Service Level Agreements have a functional overlap with the Auto SLA Calculator but are ‘hard wired’ to the case entity. Also, this functionality does not return duration/mins/hrs values between two date fields (both elapsed and ‘work time’) which can be crucial in reporting average response/resolution times.

The following table highlights a few of the key differences:

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Product
Organisation unique name
VAT Number
Function Service Level Agreement Auto SLA Calculator
Calculate a ‘respond by’ and ‘resolve by’ date/time on the case Yes Yes
Pause and resume the SLA dates Yes (CRM2015 only) Yes (complex workflow)
Create multiple SLA rules Yes Yes (uses workflow)
Calculate a date/time immediately Yes No (must use Asynchronous workflow)
Allow multiple ‘work time’ schedules Yes (via customer service schedule) Yes (via Auto SLA Definition)
Calculate a date/time on entities other than the case No Yes
Return elapsed time between two dates No Yes
Return ‘working time’ between two dates No Yes

Pricing:

Auto SLA Calculator is £299 per live CRM deployment (irrespective of user count). This includes 12 months’ product support. 12 months’ annual support can be purchased for 20% of the initial fee thereafter.

Existing users will require a new license key if upgrading. For production instances a new license must be purchased. Contact support to obtain new key(s). Upgrades between any of the versions simply requires the latest solution to be imported then ‘publish all’.

Please select the version you wish to purchase (CRM2011/2013/2015/2016) and add the organisation unique name that you can find in CRM via Settings > Customization > Developer Resources. If you require additional free keys for your development/test environments, please state their organisation unique names in the ‘additional license key requirements’ text box during checkout.

Trial Mode

Auto SLA Calculator will operate in trial mode until a license key is purchased – every 10th calculation will return a random date result or duration result.

Auto Summary

Auto Summary allows you to store information on a parent record summarised from multiple child records. With Auto Summary for Dynamics 365 you can sum any source field on all related child records, and store the result on the parent record. The solution allows you to count the number of related child records, and apply a filter query before storing the result in your chosen field. Microsoft Dynamics 365 does not provide this capability as standard.

Features:

  • Auto Summary is available for online, on premise and partner-hosted deployments.
  • Create your own Auto Summary Definitions. The solution supports customisable entities and fields including new custom entities and fields. Select a parent entity and target field from a list, including relationships and child fields. There is no need to manually type in technical information.
  • Performs sum, count, average, min or max calculations (includes min/max on date fields).
  • Run your Auto Summary Definitions in real time (synchronous mode) or as a background task (asynchronous mode) – no need to use the plug-in registration tool.
  • Records are recalculated when users Create, Update, Delete or SetState of child records. Information on the parent record is therefore always up to date. The definition can also be set to trigger by a manual execution field on the parent record.
  • Executed regardless of whether updated through the user interface, SDK, Outlook or offline clients (executed when synchronising).
  • New HTML5 control to display real-time metadata.
  • Select and count many-to-many relationships.

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Product
Organisation unique name
VAT Number

CRM2015 has ‘Rollup Fields’ why do I need Auto Summary?

Rollup fields in CRM2015 have a functional overlap with Auto Summary but they also have several limitations:

Function CRM 2015 Rollup Fields Auto Summary
Calculates in real-time No Yes
Rollup field can trigger workflow No Yes
Rollup field limits 10 per entity, 100 per organisation Unlimited
Traverse N:N relationships No Yes
Self ref maximum depth 10 1
Calculates across existing records upon configuration Yes No (bulk workflow execution required)
Can return ‘average’ value Yes (only CRM2016) Yes
Can use complex filters No Yes – uses filter questions

Pricing:

Auto Summary has a one-off fee of £299 per live Dynamics 365 deployment (irrespective of user count). This includes 12 months’ product support. 12 months’ annual support can be purchased for 20% of the initial fee thereafter.

Existing users will require a new production license key if upgrading. Contact support to obtain new key(s). Upgrades between CRM 2011 and CRM 2013 versions require Auto Summary for CRM2011 to be uninstalled prior to installing the CRM2013 solution. Auto Summary definitions need to be deleted and re-created in this scenario. For upgrades between CRM2013 and CRM2015/16, install the CRM2015/16 version, then uninstall the CRM2013 version. All Auto Summary definitions will remain intact in this scenario. CRM2015 to 2016 upgrades just require the 2016 solution installed.

Trial Mode

Auto Summary will operate in trial mode until a license key is purchased – every 10th calculation will generate a random result.

Please select the version you wish to purchase (CRM2011/2013/2015/2016) and add the organisation unique name that you can find in CRM via Settings > Customization > Developer Resources. If you require additional free keys for your development/test environments, please state their organisation unique names in the ‘additional license key requirements’ text box during checkout.

Workflow Essentials

Workflow essentials combines the best freely available custom workflow activities from Codeplex into a single package. This provides an easy to use set of utilities to solve common CRM problems, whilst ensuring each activity is compatible with the latest version of CRM.

Price

Workflow Essentials is free to use.