Collaboration and process digitization increases thanks to the integrations available for CRM Dynamics 365: highly customizable and easy to use features.
Through the adoption of Add-Ons, multiple company departments will have the ability to communicate using the same tools, sharing information in real time and without having to access many applications that are not in communication with each other.
Discover Business SCAN, ClickDimensions, Power BI and Resco, the integrations for the CRM Dynamics 365 that we make available to our customers.
Enhance, share, collaborate thanks to the Add-Ons natively integrated with D365 to extend the functionality of your CRM and digitize business processes.
Integrate demographic and financial company information with CRM Dynamics 365, and facilitate daily operations. Thanks to BusinessSCAN, created in partnership with CreditSafe, the automatic recovery of company master data using the VAT number, the segmentation of accounts for marketing purposes (and more), the assessment of the company’s reliability and solvency for commercial purposes (credit management, invoiced reports, financial and balance sheet information) and consultation of reports for strategic purposes, is possible.
Increase the performance of your marketing department with the number one marketing automation tool ClickDimensions. Create a personalized customer journey, newsletters, landing pages and events, manage your social networks and create posts, even programmable. If you’re curious, don’t miss out on all the other features!
MICROSOFT POWER BI
Convert your CRM data into interactive dashboards available in real time on any device, facilitating collaboration between users. Microsoft Power BI will allow you to have full visibility of the Sales & Marketing Area performance, monitor the progress of marketing campaigns and carry out ROI analysis’, as well as the business trends aimed at studying improving performance strategies and the continuous alignment between the Sales and Technical/Production area on the status of the pre-sales in progress.
Access the Dynamics 365 CRM even on the move, both off and online, by filling in and attaching documents and accessing itinerary maps to optimize the various stages of the journey. Access via tablet or smartphone allows you to use the camera to acquire and integrate photos, document scans and barcodes.
The advantages of CRM Dynamics integrations
- Extended CRM potential, thanks to the integration of Apps and automated flows;
- Centralized information in a single tool, through a sharing process that is based on the immediacy and data valorization;
- Optimized marketing department performance, thanks to marketing automation;
- Facilitated collaboration between users, thanks to the use of interactive dashboards;
- Wide visibility and continuous monitoring of performance.