Screenshots

Description

The Yesflow Digital Assistant is an AI powered voice and chat experience for Microsoft Dynamics 365. It helps you create, access and update details and notes about contacts, companies and opportunities through a simple conversational experience.

BE GREAT WITH PEOPLE
* Create new contacts by scanning a business card or adding them by voice or text.
* Share an iOS contact into Microsoft Dynamics 365 with one click.
* Auto-search for duplicates as you add a new contact or company.
* Add notes by voice or text so you’ll remember important personal details.
* View a contact’s complete history, so you know when you last interacted, how (by email, phone, text or appointment) alongside notes about your interaction.

KNOW YOUR CUSTOMERS
* Find customer and prospect information instantly.
* Add notes to customer records on-the-fly.
* Be better prepared for meetings with customer dossiers sent to you in advance of upcoming meetings.
* View all customer activity in a single, centralized feed.
* Roll-up notes from deals and contacts to the account level for an accurate timeline of interactions.


RUN YOUR DEALS LIKE A PRO
* Auto-log activities as you do them.
* Access your personalized lists (My Opportunities, My Recent Contacts, My Top Deals, etc.) to stay on-track.
* Easily add a note by voice or text and see those notes rolled up at the account level.
* Update sales stage, close date and any other details with two clicks.

SEAMLESS SET UP
* Instantly connect any Microsoft Dynamics 365 online environment.



What’s New

Version 3.13

Updated connection manager
Improved support for Federated Active directory
Offline detection

Ratings and Reviews

5.0 out of 5
4 Ratings

4 Ratings

App Privacy

The developer, Maverick Garrett, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Contact Info
  • Usage Data
  • Diagnostics

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Information

Seller
Maverick Garrett
Size
54.8 MB
Category
Business
Compatibility

Requires iOS 11.4 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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