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The most powerful enhancement for CRM Processes available!

Process Genie transforms what you can do with Microsoft Dynamics 365 processes.

 

Have you ever wanted to set the time for a follow up phone call or task to be the next working day?

Or loop over a set of records and update an attribute on each record?

What about executing a workflow for all child records of a given parent record?

Or finding the average value of a field for a given entity?

How about creating a many-to-many relationship as part of your workflow?

Or what about quickly creating a copy/clone of a record?

Process Genie helps you do all this and more within standared Dynamics 365 processes.

Key Features

No-code custom workflow actions

Combined with the Real-time Workflows in CRM 2013+ Process Genie is immensely powerful – many things you would have done in the past which required a developer and custom code can now be done with Process Genie, saving you time and money.

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All CRM processes supported

Process Genie Works with all CRM Process types, Real-time and Background Workflows, Dialogs and Actions.

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Supercharge your workflows

With over 350 functions at your disposal you will struggle to find something you can’t do in your Workflow, Dialog and Action processes. If for some reason Process Genie does not deliver on your needs, let us know and we will add it our roadmap.

Easy setup

It’s easy to set up and takes just 2 or 3 simple steps to use Process Genie in your CRM Process:

  1. Create your Process Genie Formula
  2. Add the Process Genie step in your CRM Process and reference your Process Genie Formula
  3. (Optional) Use the result of the Process Genie Formula in following steps of your process