The Simpli-KIT is designed to provide power users and configuration specialists with the tools required to extend Dynamics beyond the out of the box capabilities without the need to introduce code. Say "good bye" to code without compromise, say "hello" to the Simpli-KIT.
Query Features
Get owners, count, sum, average results from views and fetchXML within your actions and workflows. Run other workflows on the results of these queries
Date Functions
Add, subtract, build date from parts or break it down to parts (e.g. month, day year) or convert a date to text.
Email Functions
Add multiple recipients from a query, attach multiple documents or send a draft email.
Math Functions
Compute complex mathematical calculations using these commands.
Quotes, Orders and Invoiced features
Add items to quotes, orders and invoices via configuration to improve the use of these tools.
Connect
Connect records and unlink records using views and fetchXML as needed.
Automated Security
Add/Remove users from teams, Queues, Roles through configuration.
Clone Records
Duplicate single or multiple child records from one parent record to another.
Engagement and Marketing Features
Add/Remove and check if contacts exist and add/remove them from marketing lists automatically.
String Functions
Build unique text by replacing, adding/removing/updating text on fields as needed without coding.
Translate Content
Translate content in a field in the language desired. Translate lookups.
We provide an SLA with the delivery of this kit and can provide agreements for source code access so you can fully own and operate our features.
The Simpli-Template is designed to accelerate your portal development by providing out of the box enhancements for full Multi-lingual support, WCAG compliance and enhanced business rules management.
Full French Translation
French terms can be translated in the portal and in D365 completely for lookups and content on forms, views and lookups within the entire solution.
Additional 3rd party integrations
Adds on to the authentication tools beyond Power Apps portals including Shibboleth, GCKey, B2C and Entrust.
Moneris Integration
Able to integrate with Moneris API for payment processing.
WebAPI Builder [1]
Using this template, users can build WebAPI data queries that can be executed and consumed by other instances of Dynamics (V8.2+).
Rules Table [1]
This feature allows users to bulk hide/show/require fields by tab or by section using a data driven interface.
[1] This is still a “beta” feature of the template kit and may still require fixes/improvements during your project.
We provide an SLA with the delivery of this kit and can provide agreements for source code access so you can fully own and operate our features.
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