Integration creates innovation.
With this interface you extend the advantages of Dynamics 365 Customer Engagement and your ECM solution by connecting both solutions. Documents from all data sources can be found and opened directly from Customer Engagement. The advantages of Customer Engagement and your ECM solution are significantly extended by connecting both applications with each other.
Convince prospects and customers with service by accessing customer-specific and project-related documents in real time and having information at hand that the person you are talking to asks for.
- Integration between Customer Engagement and your ECM solution
- Selected document types generated via your Customer Engagement are indexed and stored
- Calling of transaction-related documents from Customer Engagement
Target audience:
- Customer Engagement and ECM/DMS users
- Sales Managers
- Sales Consultants
MODUS M365 Power Solutions.
MODUS M365 Power Solutions is a comprehensive concept for the secure introduction of innovative cloud services and your fast path to digitalization.
The basis is the Cloud Readiness Check with the setup of Azure accounts, which enable access to all Azure services.
Based on this, MODUS M365 Power Solutions can be introduced for Office 365 and Dynamics 365 applications for maximum productivity. These can be used to leverage MODUS M365 Power Solutions from MODUS Consult.
This is automation and digitalization for the value chain in its highest form.