Your team lives in Gmail. Your customer
data lives in Dynamics. All day, they are apart.

Your team lives in Gmail. Your customer data lives in Dynamics. All day, they are apart.

To work an email, your team switches tabs to find the right record, and half the activity never reaches the CRM. Deals and cases move forward in inboxes the CRM never sees.

What your team can do from the inbox

Everything happens in the message already open.

The right Dynamics record appears as the email opens

The sender is matched to their Dynamics contact or lead, with their company and open records beside the message.

Activity captures itself
Mark a conversation once and later replies save to Dynamics on their own, so the CRM stays current.
Log an email in one click
File the message against the contact who sent it, or link it to a specific opportunity, case or custom object.
Create and update records
Add a contact, lead or case from the message, and edit fields on records already there, without opening Dynamics.
Works on the Gmail mobile app
It runs in the Gmail app on iOS and Android, not just the desktop web. On a phone the panel opens from the bottom of the message.
Calendar reaches Dynamics too
Google Calendar items synchronize into Dynamics and link to the matching contact or lead.
No password reaches Unaric
Sign-in runs through Dynamics' own OAuth window, and the token sits in Google's framework, not on our servers. Signing in on desktop carries straight to the Gmail mobile app.

A Gmail add-on, not a Chrome extension

The obvious way to put Dynamics in Gmail is a Chrome extension, and it is the fragile way.

The obvious build Chrome extension

Runs in Chrome only

Does not run in the Gmail mobile app

Installed by each person, on each browser profile

Holds broad permissions in the local browser, across every tab that is open

Competes for screen space with other extensions

Our approach Unaric Sidebar, a Gmail add-on

Runs in any modern browser, including Chrome, Edge and Safari

Runs in the Gmail app on iOS and Android

Deployed to your whole domain in a single click

Runs in Google's add-on framework, with permissions listed on the Marketplace listing before you install

One panel, inside Gmail

What your IT and CRM teams will ask

The questions that usually decide a rollout, answered before they are raised.
IT and email administration

The obvious build Chrome extension

One deployment, not one per laptop

The add-on is pushed to the domain from the Google Workspace admin console. Nothing is installed on a laptop.

No Unaric credentials

Sign-in uses OAuth 2.0. The user signs in to Dynamics directly and a token is returned. We never receive the password.

Permissions you can read before you install

The scopes the add-on requests are published on the Marketplace listing.

CRM administration

Data quality and control

Your metadata drives the panel

Custom objects and required fields come from your instance. There is no layout to build object by object.

Capture rules, not a firehose

Rules act on From, To, CC and Subject, and internal email is excluded by default, so only the right messages reach Dynamics.

Different rules for different teams

Sync profiles are assigned per group, so one team can capture broadly while another captures very little.

Either way, none of this changes your Dynamics setup.

Questions we are asked in the first call

The rest we cover in the demo.