Add functionality to your CRM
Every organization has their own workflow demands to meet. The standard Microsoft Dynamics 365 configuration can be restrictive for companies, costing them time and efficiency. With the right tools, you can tailor your documents to address specific document needs while building on your current CRM, not replacing it. Satisfy your customers by rough data can make its way into a proper sales order or other document.
- User-friendly GUI simplifies CRM interactions (no need for developer tools)
- Automate actions to run after CRM triggers to save time
- Adapt to new form demands with a flexible solution
- Transfer data fields onto the appropriate document
- Secure connections reduce data vulnerability
- Add customer value