Dynamics 365 Remote Assist Integrations

The Asset Guardian (TAG) Mobi is the chosen preventive maintenance and asset management solution (EAM) for Microsoft Dynamics 365 Business Central, designed to deliver reliable manufacturing asset solutions that reduce risk and downtime. TAG Mobi prevent downtime, maximize asset performance, and accelerate onboarding and training with the support of AI tools and intuitive dashboards. No silos. No extra software. Just smooth integration and quick adoption—so maintenance teams can work faster, and managers get the data they need to make decisions.

Acterys is a comprehensive platform that seamlessly connects with Microsoft Azure, Power BI, Excel, and Financial Planning & Analytics. It enables the automation of data integration from various sources through connectors compatible with numerous ERP, accounting, and SaaS solutions. All Corporate Performance Management (CPM) processes can be efficiently managed on a single platform that utilizes industry-leading SQL Server technologies, whether hosted in the cloud or on-premises. The platform offers customizable, profit-optimizing application templates designed for planning, forecasting, and consolidation. Additionally, business users have the ability to merge their FP&A and CPM processes with everyday productivity tools, facilitating the implementation of effective financial planning and analysis practices. This integration not only enhances operational efficiency but also supports strategic decision-making across the organization.

Established in 2013, Saleshood stands out as the premier comprehensive sales enablement platform that facilitates enhanced sales performance for rapidly growing enterprises. It has demonstrated effectiveness in shortening ramp-up times, increasing quota achievement, and speeding up sales velocity. Notable organizations such as Drift, Demandbase, Bombora, Domo, Omada Health, Sage, Seagate, RingCentral, Tanium, Tealium, Trinet, and Yext have leveraged Saleshood to achieve swift revenue results through entirely virtual training, coaching, and selling processes on a large scale. This innovative platform continues to reshape how companies approach their sales strategies in a fast-evolving market.

Vision is an advanced, multi-lingual ERP system designed for the seamless management of all facets of a manufacturing business right from the start. It fosters a structured atmosphere where decisions regarding supply and demand are grounded in solid data. The extensive management insights offered by Vision facilitate remarkable enhancements in overall business performance, regardless of the organization's size. International enterprises can leverage complete support for various countries, currencies, and languages, thanks to the innovative Language Swap feature that caters to diverse linguistic settings. As a practical resource for everyday management, Vision melds a wide array of robust features with user-friendly design, making it simple to maintain and upgrade without requiring specialized technical personnel. With intelligent inventory management, businesses can enjoy lower stock levels and a significant reduction in stock-outs. Enhanced customer service is achieved through reliable delivery and consistent product quality, alongside precise costing and secure pricing strategies. Additionally, Vision delivers cost efficiencies that lead to a quick return on investment while boosting productivity and optimizing the use of both internal and external resources. As business demands evolve, its capability for swift adaptation ensures that organizations can respond effectively to change, maintaining their competitive edge.

The Kanverse AP Invoice Automation platform streamlines document processing workflows for businesses through intelligent automation. By integrating various AI technologies—such as Computer Vision, Natural Language Processing, Machine Learning, and Fuzzy Logic—along with established business rules and workflows, Kanverse achieves comprehensive automation from start to finish. This platform facilitates the ingestion, extraction, processing, validation, and publication of invoices and other accounting documents to various downstream business applications, including Oracle EBS, Oracle Fusion, NetSuite, and Microsoft Dynamics. The Kanverse AI engine employs advanced technologies that provide an impressive data extraction accuracy rate of up to 99.5% right out of the box. With the power of AI and automation, Kanverse efficiently processes a wide array of document types, transforming unstructured and skewed data into valuable insights while simultaneously lowering operational costs across business functions. By introducing intelligent automation, the platform eliminates the need for manual, repetitive, and tedious tasks, enabling staff to concentrate on more critical business activities. Furthermore, it enhances data protection measures to safeguard Personally Identifiable Information (PII) and mitigate the risk of fraud, ensuring a comprehensive approach to document processing.

VisualSP serves as a comprehensive digital adoption platform (DAP) designed to assist enterprises in effectively embracing digital applications. Users can gain an in-depth understanding of the platform through our detailed step-by-step guides, interactive walkthroughs, and contextual training available within the application itself. By utilizing our no-code methodology, businesses can easily develop powerful adoption strategies that include guides, walkthroughs, and in-app notifications. Furthermore, we seamlessly integrate with Microsoft products like Dynamics 365 and Microsoft 365, along with a broad range of other SaaS and web-based applications to facilitate digital adoption. Additionally, VisualSP equips organizations with accurate analytics, providing insights such as usage reports and a clear return on investment (ROI), which are essential for measuring the success of their digital initiatives. This holistic approach not only simplifies the adoption process but also enhances overall user experience and engagement.

Effectively addressing customer concerns on the initial interaction is crucial for maintaining satisfaction. Dynamics 365 for Field Service significantly improves this experience by ensuring transparent communication throughout the entire support journey whenever assistance is requested. The process begins with acknowledging the customer's service request and smoothly moves to providing details about the assigned technician, including their estimated arrival time, followed by updates after the service is completed, and a final confirmation once the issue has been resolved. By actively anticipating, recognizing, and tackling service-related challenges before they come to the customers' attention, businesses can ensure their operations are both reliable and efficient. Building customer trust and loyalty is achieved by equipping service managers and technicians with vital tools and information, allowing them to resolve issues swiftly. Furthermore, optimizing resource allocation and minimizing costs while facilitating excellent onsite interactions is accomplished by strategically deploying technicians exactly where and when they are needed, which guarantees a smooth service experience. This comprehensive strategy not only boosts customer satisfaction but also fosters operational excellence across various facets of the business, creating a win-win situation for both customers and service providers. Ultimately, a commitment to outstanding service helps in fostering a long-lasting relationship with customers.

SiteOne empowers builders to focus on their core competency: constructing homes. By offering a suite of tools, SiteOne aids homeowners in both the creation and upkeep of their residences, enhances customer service, disseminates critical information, streamlines warranty requests, automates various processes, addresses issues, and keeps thorough records. The unique Builder toolbox from SiteOne operates entirely paperless, facilitating the management of work orders from initiation to completion. Builders can seamlessly accept, deny, or assign trades from any device, enabling prompt responses to all inquiries. By meticulously documenting every interaction, the system also helps in minimizing risks. Moreover, the platform’s intelligent reporting features identify trends and help lower operating costs through real-time dashboards. Additionally, SiteOne offers the HomeHub portal, which is secured with a password, providing homeowners with the ability to submit service requests, upload images, and communicate directly with their builders. It serves as a comprehensive resource for home maintenance, featuring digital manuals and warranties, an inventory of appliances with registration links, and timely reminders for upkeep. This ensures that homeowners are well-equipped to manage their new homes effectively.