Freelancer Microsoft Dynamics 365
Alexander | Nassl
Dynamics 365 I|S Advanced Sales S/C 2024, Pilot 2 (9.2.24092.00184)
Preview
Overview
A Microsoft Power Platform based extended Microsoft Dynamics 365 application designed with Low-Code-No-Code technology to reduce administrative expenditure for Sales and Finance related business processes.
Strategic Alignment
Business Reports enable users to get the most relevant information about the business and it's health breaked down from end-results to standalone data entries for driving better decisions adapted to market situations.
Overall Dashboards
+ Sales Process Analysis Dashboard
+ Sales Analysis Dashboard
+ Revision Analysis Dashboard
+ Revenue Analysis Dashboard
+ Expense Analysis Dashboard
+ Profit Analysis Dashboard
+ Cash Flow Forecast Dashboard
+ Bank and Cash Balance Dashboard
Business Process defined application structure
Slimmed down APQC Business Processes build up the entire application structure for data entries to reduce administrative expenditure:
+ Lead-to-Order
+ Procure-to-Pay
+ Order-to-Cash
+ Issue-to-Resolution
+ Question-to-Insight
+ Report-to-Record
Sales & Financial related data entries
A combination of Sales- and Financial Management Features displayed as menu items are used in a cycle or standalone to build up the value flow:
+ Bank-and-Cash Management
+ Cash-Flow Management
+ Profit-and-Loss Calculation
+ Adjusted Profit-and-Loss Calculation (Preview)
+ Account Management
+ Contact Management
+ Lead Management
+ Opportunity Management
+ Contract Management
+ Quota-, Order-, Service Report Management
+ Invoice Management
+ Expense Management
+ Credit Note Management
+ Case Management
+ Collection Management
*Accounting is reduced to non-fixed data entries what does not allow bookkeeping functionality for this market solution
Pre-Defined Integrations available
Pre-Defined basic Microsoft Integrations enable manual or automatic formatting and data entries for specific documents or field values:
+ Microsoft Word Integration
+ Microsoft Excel Integration
+ PDF Integration
+ Power Platform Integration
+ Dataverse Integration
Bank-and-Cash Management
Bank-and-Cash Management
Bank-and-Cash Management
Bank-and-Cash Management
Bank-and-Cash Management
Cash-Flow Management
Cash-Flow Management
Cash-Flow Management
Cash-Flow Management
Cash-Flow Management
Report Management
Report Management
Report Management
Report Management
Report Management
Report Management
Report Management
Governmental Reporting
(Preview)
Supporting up to 50 lines for pre-entering form based data.
Governmental Reporting
(Preview)
Supporting up to 50 lines for pre-entering form based data.
Governmental Reporting
(Preview)
Supporting up to 50 lines for pre-entering form based data.
Governmental Reporting
(Preview)
Supporting up to 50 lines for pre-entering form based data.
Governmental Reporting
(Preview)
Supporting up to 50 lines for pre-entering form based data.
Governmental Reporting
(Preview)
Supporting up to 50 lines for pre-entering form based data.
Account Management
Contact Management
Lead Management
Lead Management
Lead Management
Opportunity Management
Sales Pipeline Management
Contract Management
Contract Management
Quota Management
Order Management
Delivery Notes / Service Report Management
Delivery Notes / Service Report Management
Invoice Management
Expense Management with Cost Accounting and Allocations
Credit Note Management
Case Management
Collections Management
Product Management
Activities Management
Timeline Management
License requirements
+ Microsoft Dynamics 365 Sales Professional or
+ Microsoft Dynamics 365 Sales Enterprise
*Features differ from License to License
*Licenses contains either more or reduced functionalities to the designed solution whereby Dynamics 365 default features can be enabled or disabled
Implementation duration
+ Non-Automated: ≈ 10 Days
+ Fully-Automated: ≈ 30 Days
*Estimated Implementation time does not include Data Migration & Training tasks and is restricted to the designed product
Pilot 2 Version upcoming Features
+ Inventory Enhancements
+ Other, smaller Enhancements
Kontakt
Sie haben an Beratungsleistungen, Implementierungsleistungen, Trainings- oder Schulungsleistungen, Administrationsleistungen, Supportleistungen, Microsoft Dynamics 365 Lösungen oder anderen Microsoft Produkten Interesse, haben Fragen oder möchten sich unverbindlich beraten lassen, eine DEMO anfordern oder Preise anfragen? Setzen Sie sich mit mir in Verbindung!