Crowe Notes Optimizer

Save time and drive more actionable insights

The Crowe Notes Optimizer helps you:

Improve internal and external communications by standardizing notes
Reduce the need for manual note entry on purchase orders, sales orders, production orders, and shipping documentation
Access standard notes through data queries to promote actionable insights
Automatically transfer notes between multiple Microsoft Dynamics order types

Standardize notes across your organization

Try Crowe Notes Optimizer for Microsoft Dynamics 365™ and Microsoft Dynamics™ AX today.

Request a demo

Crowe Notes Optimizer

With Crowe Notes Optimizer, you can standardize notes across your organization to save time, reduce errors, and improve communications to help enhance the level of service you provide.

Hide Interactive Transcript

Product features

Note descriptions

Create and customize note descriptions.

Notes by type

Classify notes by type (for example, sales, purchasing, or receiving).

Internal or external notes

Set restrictions by classifying notes as internal or external.

Note attachments

Attach standard notes to items, customers, and vendors.

Batch note copying

Copy multiple notes across the organization.

Primary and secondary notes

View primary and secondary notes by note type, such as production, delivery, or receiving.

Automatic correlation with forms

Notes automatically flow between related Microsoft Dynamics forms.

Consistency throughout the workflow

Notes on items and customers travel through the sales cycle, from sales quotes and sales orders to production orders and shipping documentation.

Association with purchase orders

Attach notes from items and vendors to purchase orders.