Crowe Notes Optimizer

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
Apps demo

Standardize notes across your organization

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

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.

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.
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.

Request a demo of the Crowe Notes Optimizer

Explore greater efficiency and productivity for your sales and fulfillment communications.

Contact us

Learn more about how the Crowe Notes Optimizer can help your organization bring more efficiency to your sales, production, and fulfillment processes. Contact us today.
people
Amar Gandhi
Consulting