Optimus PACE & Asset Management Addon
BUILT ON MICROSOFT DYNAMICS 365 Unlock the Full Power of Platform Scalability
-
Microsoft Dynamics 365 Sales
-
Microsoft Dynamics 365 Customer Service
-
Microsoft Dynamics 365 Project Automation
-
Microsoft Dynamics 365 Omnichannel
POWERFUL INTEGRATIONS
Working in a familiar environment to be more efficient and optimize collaboration between teams
ChatGPT
Copilot
Doscusing
Twilio (SMS)
Teams
Dynamics 365 Business Central
Ring Central
Omnichannel (WhatsApp)
BEST PRACTICES
Processes flows designed based on best practices.
HUNDREDS OF CUSTOMS
+ 150 of the most requested customs, and constant updates with new improvements.
What’s Included?
ASSET MANAGEMENT
RENTAL CONTRACTS
QUOTING & BILLING
SERVICE MANAGEMENT
MARKETING & SALES
+ Microsoft Dynamics 365 Business Central Customers
INTEGRATIONS
-
Bidirectional integration for customer creation
-
Synchronization of products from Business Central to CRM
-
Sending service orders from CRM to Business Central
-
Synchronization of invoices between CRM and Business Central
-
Integration of purchase orders from CRM to Business Central and status updates in CRM
-
Bidirectional product inventory synchronization between CRM and BC
-
Salesperson synchronization (from BC to CRM)
DESCRIPTION
1
2
3
4
PROJECT INITIATION
ENVIRONMENT SETUP
OPTIMUS PACE/PABS
TRAINING
PRODUCT
UAT
GOLIVE