Attach a note to an order or a single line, share it with the people who need it, and let it watch Dynamics 365 for you. A reminder fires on a date, or the moment a condition you described in plain language becomes true.
A note belongs to an order or to a single order line, with the author's avatar and full edit history — so a year later it is still clear who wrote what, and when.
Share a note with your colleagues, or keep it to yourself. Team notes sync between your local folder and the shared one; private notes never leave your machine.
"Remind me when the status becomes Ended." Build rules with multiple AND/OR conditions and eight operators — no OData knowledge, no query syntax.
Condition-based reminders poll Dynamics 365 every fifteen minutes and raise a desktop notification the moment something changes. Date reminders fire to the minute.
Link a note to other orders and capture their state at that moment. Later, compare that snapshot against live D365 and see exactly which fields moved.
Snapshots attached to notes are stored AES-256 encrypted and synced between your local and team folder — readable in the app, not by whoever browses the share.
Condition-based reminders poll Dynamics 365 every fifteen minutes; date reminders fire to the minute.
Order snapshots attached to notes are encrypted at rest and synced between your local and team folder.
Eight operators and unlimited AND/OR conditions per rule — described in words, not in query syntax.
A demo takes thirty minutes and runs against your test environment — no installation required on your side.
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