The goal of the project is to automate the work with information on the website by making it more dynamic and to ensure the convenience of sales managers when processing new applications from the website by automatically saving them in the Microsoft Dynamics 365 system.
The customer of this project can be any company that works with clients, and especially large companies that have a fairly large number of products or services and are actively engaged in their sales. After all, such companies need to constantly monitor the relevance of information on the site and process a large number of applications from customers every day.
Therefore, if you are a company engaged in the sale of any products and want to actively develop in the market, then this solution is suitable for you. Consider the example of the sale of IT courses: within the framework of one Microsoft Dynamics 365 system, sales managers maintain a catalog of active courses, including their full program, description, characteristics, etc., form the schedule, prices and discounts. All this information is automatically displayed on the website of the training center and is dynamic. Users of this site can apply for a course through the form, specifying their contacts. The application is automatically created in the Microsoft Dynamics 365 system, and this client is automatically created in the contract database, after which the manager can take the application into work and conduct sales.
Therefore, the integration of Microsoft Dynamics 365 with a site on CMS Orchard is not just dynamic pages on the site that are pulled from CPM, but also a convenient tool for managers that makes it easier for them to work with products and accelerate interaction with customers in the sales process – conducting the sale starting from the application received from the website and until receiving payment on the account and already signed closing documents. All this is fast and convenient for the user within the framework of one Microsoft Dynamics 365 system.
Fields of application or industries for which this solution is suitable
- IT service provider
- Schools, academies, training centers
- Trade, Ecommerce
- Tourism industry
- Any company with a large wide range of goods and services
Integration of Microsoft Dynamics 365 with a website on CMS Orchard is designed to ensure the work of a sales manager within a single Microsoft Dynamics 365 system, namely
- maintaining a product catalog - creating and updating new products and existing ones (description, characteristics, prices, discounts, dates, etc.)
- receiving applications from customers from the website and processing them in the Microsoft Dynamics 365 system
- management of existing and new clients from application to receipt of payment and closing documents
Tasks for the project executor
- Create a single centralized database (product catalog) on the Microsoft Dynamics 365 side and automatically display information on the website pages on request
- Automate the updating of information on the website as a result of its updating in the Microsoft Dynamics 365 system (description, prices, discounts, dates, schedule)
- Set up automatic receipt of requests from the site to the Microsoft Dynamics 365 system, assign them to a manager
- Automatic creation of records in the contact database on the Microsoft Dynamics 365 side when registering on the site
Technology
- The integration functionality is implemented using the standard and extended functionality of Microsoft Dynamics 365 and CMS Orchard
- The source of information for creating dynamic pages on the site is Microsoft Dynamics 365, which maintains the product catalog and the sales process
- The source of information on the receipt of applications from customers and the creation of contacts on the Microsoft Dynamics 365 side is the completed forms when registering on the site based on CMS Orchard
Solution
The integration of Microsoft Dynamics 365 with CMS Orchard is an ideal solution for business users because it offers a set of necessary capabilities for successful and effective business management, namely product management and customer relationship management.
It solves the following tasks
- Conducting sales from receiving an application from the client to receiving signed closing documents from the client
- Maintaining a product catalog and a database of contacts and orders on the CRM side
- Automatic updating of information on the site by updating data on the Microsoft Dynamics 365 side
- Automatic creation of requests from customers and records in the CRM contact database, notification of managers for further work with them
Within the framework of this solution, the integration of Microsoft Dynamics 365 with the site on CMS Orchard is provided for automated filling and maintenance of basic data (product catalog, discounts, prices, etc.) in an up-to-date state.
In addition, Microsoft Dynamics 365 allows you to generate reports for managers and management based on the results of work with products and their sales (sales efficiency, customer interest, number of applications, etc.).
As a result of the project, the system implemented
- Created a single centralized database (product catalog) on the Microsoft Dynamics 365 side and automatically displayed information on the website pages on request
- Automated updating of information on the website as a result of its updating in the Microsoft Dynamics 365 system (description, prices, discounts, dates, schedule)
- Set up automatic receipt of requests from the website in the Microsoft Dynamics 365 system, assignment to a manager and notifications for further processing
- Automatic creation of records in the contact database on the Microsoft Dynamics 365 side when registering on the site
- Generation of reports on sales results in Microsoft Dynamics 365 has been set up
Benefits of implementing the solution
- Integration of Microsoft Dynamics 365 with the Orchard CMS website has provided convenience for managers when working with products, updating information, and working with applications
- The solution accelerates interaction with the client in the sales process - sales management from the receipt of the application to the receipt of payment on the invoice and closing documents
- The work of analysts and management has also been simplified, as they can now easily generate reports on sales performance and customer interest in a particular product
- A single corporate database for managers to work with that contains all the information they need to achieve high performance results
- Maintaining up-to-date information on the website and fast interaction with customers