Automate your MS Dynamics 365 with Custom Portals and Workflow Notifications
We help Businesses using MS Dynamics 365 ERP with White-Labeled Fully-Branded Self-Serving Portals to Automate Tactical Operations and Transactions with your Employees, Vendors, and Customers to Save Money, Save Time, and Improve Manual Process Efficiency
We specialize in seamlessly integrating your MS Dynamics 365 ERP with tailored operational solutions. Our custom portals are designed to automate and streamline your core business processes, ensuring that all transactions with employees, vendors, and customers are handled efficiently. With our robust notification systems, you can trigger important operations automatically, keeping everyone informed and engaged in real-time. This not only reduces manual effort and errors but also enhances collaboration across your organization.
Unlock Operational Efficiency and Drive Business Growth with Customized Self-Serve Portals Built on MS Dynamics
Transform Your MS Dynamics 365 Experience by Integrating Data and Streamlining Operations Through Tailored, Branded Solutions.
1. We Help Build a Seamless Integration Setup with your MS Dynamics 365:
Our integration setup connects directly with your existing MS Dynamics 365 environment, ensuring a seamless flow of information. This foundational step eliminates data silos, allowing for accurate reporting and comprehensive visibility across all operations, which lays the groundwork for enhanced decision-making.
2. Automated Data Interaction Through Self-Serve Customized Portals:
Provide your employees, vendors, and customers with self-serve portals designed specifically for their needs. These customized portals facilitate intuitive interaction with relevant data, enabling users to easily access information, submit requests, and perform tasks without relying on IT, thus fostering a more agile and responsive business environment.
3. Enhance Process Efficiency with Customized and Tactical Workflow Triggers:
Our tailored workflow triggers are designed to automate key operational processes based on specific criteria and actions. By reducing manual input and automating routine tasks, we help your team focus on high-value activities. This leads to improved accuracy, faster turnaround times, and a significant reduction in operational bottlenecks.
4. Send Real-Time Notifications on WhatsApp/SMS/Email:
Leverage our notification system to deliver real-time alerts and updates directly to users through the self-serve portal. Whether it's a task assignment, a status update, or an action required, timely notifications ensure that employees, vendors, and customers are always informed and can respond proactively to changes and requirements.
5. User Empowerment through a White Labeled Branded Experience:
Our self-serve portals not only enhance efficiency but also empower users by giving them the tools to manage their own interactions with your business processes. By promoting independence, we improve user satisfaction and productivity, enabling teams to resolve issues quickly and make informed decisions without waiting for assistance.
Ready to Transform Your MS Dynamics 365 Operations with DynaMights?
Contact us today to learn how our custom self-serve portals can elevate your business efficiency!
Transforming Operations Across Key Industries with Tailored Automation Solutions
Discover how our customized self-serve portals and automation services empower businesses in the Distribution, Manufacturing, and Retail industries to overcome challenges and enhance operational efficiency.
Our distribution clients often face challenges such as manual processing errors, inefficient inventory management, and slow payment collection, which can lead to significant operational delays. Our automation solution for handling a high volume of shipments and invoicing is particularly well-suited to streamline these processes, enhance order accuracy, and improve visibility across the supply chain.
Our manufacturing clients often encounter challenges like manual tracking delays, poor communication with suppliers, and billing errors that can adversely affect profitability and build time. Our automation solutions are designed to optimize vendor management and inventory tracking, enabling manufacturers to streamline their processes, reduce lead times, and enhance operational efficiency.
Our retail clients frequently face challenges associated with high transaction volumes, including difficulties in tracking sales, managing inventory, and reconciling payments. Our automation solutions are tailored to address these issues and empower retailers to increase sales efficiency, improve cash flow, and enhance customer loyalty through faster service and reduced errors.
Transform Your Business with our Tailored Program Automation Solutions for your MS Dynamics 365 ERP
Discover a range of program automation designed to streamline processes, enhance efficiency, and empower your team. From finance to supply chain management, our solutions are built to optimize your operations across various verticals. These are our high value automation across the vertical.
Vendor Management & Purchase Order Program Automation
The Vendor Management & Purchase Order Program Automation is a high-impact, end-to-end solution designed to streamline vendor interactions across the entire procurement lifecycle. It covers everything from vendor onboarding, purchase order (PO) creation, confirmation, and scheduling, to ongoing management and invoicing—all through a custom-built, white-labeled portal that integrates with MS Dynamics 365 F&O. This automation removes manual dependencies, improves data accuracy, and provides real-time tracking, reducing back-office workload and enhancing vendor communication.
Accounts Receivable (AR) & Collections Program Automation
The Automated Accounts Receivable (AR) & Collections Program Automation streamlines the entire AR process lifecycle by integrating Dynamics 365 F&O with a white-labeled AR & Collections Portal. This program addresses everything from automated invoice generation and issuance to customer payments, dispute management, and collections escalation. The portal enables customers to access invoices, make payments, and resolve disputes, while WhatsApp/SMS notifications facilitate real-time updates and reminders. The AR program aims to improve cash flow, reduce receivable aging, and provide real-time tracking for finance teams.
Inventory Management and Replenishment Program Automation
The Inventory Management & Replenishment Program Automation leverages Microsoft Dynamics 365 F&O integrated with a white-labeled portal to optimize inventory control, reduce stockouts, and streamline the replenishment process. This program enables real-time visibility into inventory levels, automates reorder triggers, and facilitates efficient supplier interactions. It aims to enhance operational efficiency, minimize excess inventory, and ensure that stock is available to meet customer demands.
Sales Order Processing and Fulfillment Program Automation
The Sales Order Processing and Fulfillment Program Automation integrates Microsoft Dynamics 365 F&O with a dedicated portal to streamline the entire sales order lifecycle—from order creation through fulfillment and invoicing. This program aims to enhance operational efficiency, improve order accuracy, and provide real-time visibility into the order status, ensuring timely delivery to customers.
Customer Quotation, Onboarding, Engagement, and Service Automation
The Customer Quotation, Onboarding, Engagement, and Service Automation integrates Microsoft Dynamics 365 F&O with a customized portal to streamline the entire customer journey—from generating quotations to onboarding new customers, engaging with them throughout their lifecycle, and providing ongoing services. This comprehensive automation aims to enhance customer satisfaction, reduce manual overhead, and ensure a seamless experience from initial contact to post-sales support.
Quality Control and Inspection Program Automation
The Assets Inspection and Goods Quality Control Program Automation integrates Microsoft Dynamics 365 F&O with a custom portal to streamline the inspection processes for incoming materials, finished goods, and operational assets. This automation ensures that all inspected items meet the organization's quality standards, enhancing product quality, reducing defects, and improving asset reliability while promoting operational efficiency.
Elevate Your Efficiency with Targeted Process Automation for Your MS Dynamics 365 ERP
Streamline key workflows and reduce manual effort with our specialized process automation. Designed to enhance productivity and accuracy, these solutions focus on automating specific tasks within your programs, allowing your team to concentrate on what matters most.
POD Document Capture and Storage Automation
Our POD Document Capture and Storage Automation streamlines the capture of Proof of Delivery (POD) documents, linking them directly to shipment records in Microsoft Dynamics 365 F&O. By eliminating manual documentation, this solution reduces disputes and administrative workload while enhancing accountability. Delivery teams can capture POD details in real-time through an intuitive portal, triggering automatic updates to delivery statuses and invoicing workflows. This accelerates order completion and improves cash flow, with a potential for AI-driven tamper detection and delivery trend analysis to further optimize logistics operations.
Goods Receipt Note (GRN) Automation in Procurement
Our Goods Receipt Note (GRN) Automation digitizes the GRN process to enhance inventory accuracy and tracking. By moving away from manual documentation, we eliminate discrepancies in stock levels that often arise from traditional methods. With our solution, GRNs are captured digitally in a user-friendly portal and synced directly to Microsoft Dynamics 365 F&O, ensuring real-time updates to inventory records. This automation triggers automatic updates to inventory levels and initiates reordering processes when stock thresholds are low. Ultimately, our solution improves inventory accuracy and minimizes discrepancies, with future potential for AI-driven insights into inventory trends, stock-level forecasting, and supplier performance analysis.
Digital Receipt Automation on WhatsApp/SMS
Our Digital Receipt Automation simplifies the generation and storage of digital receipts, saving them directly in Microsoft Dynamics 365. Manual handling of receipts complicates record-keeping and increases administrative workload, often resulting in retrieval challenges. With our solution, digital receipts are automatically generated and stored, ensuring easy access from Dynamics 365. This automation also links receipts to accounting workflows, streamlining revenue recognition and minimizing manual entries. The key benefits include simplified record-keeping and quick retrieval for audits, along with future potential for AI-driven transaction trend analysis and anomaly detection.
Delivery Note Attachment to Sales Order Automation
Our Delivery Note Automation streamlines the creation and storage of delivery notes, automatically linking them to sales orders in Microsoft Dynamics 365. Traditional manual processing of delivery notes often leads to delays and inaccuracies, negatively affecting order fulfillment. With our solution, delivery notes are generated and attached to sales orders in real time, ensuring prompt updates within Dynamics 365. This automation also triggers invoicing and payment workflows immediately after order fulfillment, minimizing delays. The primary benefits include reduced manual workload, enhanced accuracy, and timely updates for sales orders, with future opportunities for AI-driven delivery pattern analysis and insights into customer satisfaction.
Vendor Invoice Management & Approval Workflow Automation
Our Vendor Invoice Management & Approval Workflow automates the submission and approval of vendor invoices, seamlessly integrating data with Microsoft Dynamics 365. Traditional manual invoice management often leads to delays, errors, and inconsistent record-keeping, negatively impacting vendor relationships. With our solution, vendors can submit invoices through a dedicated portal where automated workflows manage approvals, notifications, and integration with Dynamics 365. This automation also allows approved invoices to automatically trigger payment scheduling, minimizing delays in accounts payable and enhancing cash flow. Key benefits include reduced manual errors, improved vendor relations, and timely invoice processing, with future potential for AI-driven data extraction, predictive cash flow analysis, and anomaly detection for invoice discrepancies.
Purchase Order Confirmation & Vendor Scheduling automation
Our Purchase Order Confirmation & Vendor Scheduling automation streamlines the process for vendors to confirm purchase orders (POs) and schedule shipments through a portal integrated with Microsoft Dynamics 365. Traditional methods of confirming POs and coordinating with vendors are often time-consuming and prone to delays due to reliance on emails and phone calls, which can lead to miscommunication. Our solution allows vendors to easily confirm POs and input shipment details directly into a dedicated portal that syncs with Dynamics 365, ensuring that all relevant teams receive timely updates. This automation also facilitates seamless updates to receiving workflows, enabling warehouse teams to effectively plan for incoming inventory. Key benefits include improved coordination, minimized delays, and enhanced transparency across the supply chain, with future potential for AI-driven vendor performance tracking, demand forecasting, and inventory optimization based on shipment data.
Automated Vendor Management & Purchase Order (PO) Portal
The Vendor Management & Purchase Order (PO) Portal automation centralizes the tracking of purchase orders, deliveries, and payment statuses to enhance coordination with vendors. Manual tracking of POs and follow-ups on payments can lead to inefficiencies and delays in procurement cycles, often relying on email, spreadsheets, and manual checks. Our portal solution allows vendors to easily track the status of their POs, update delivery information, and verify payment statuses, all seamlessly integrated with Microsoft Dynamics 365. This automation facilitates timely vendor delivery updates, triggering inventory and receiving processes to reduce lag in stock availability and minimize manual entries. The key benefits include reduced manual tracking, accelerated procurement cycles, and improved vendor relationships, with the potential for future enhancements such as AI-powered vendor performance analysis, predictive procurement insights, and supply chain risk assessment.
Automated Accounts Receivable (AR) & Collections Portal
The Automated Accounts Receivable (AR) & Collections Portal centralizes the tracking of invoice statuses, automates follow-ups, and streamlines the collections process to effectively reduce Days Sales Outstanding (DSO). Manual tracking of overdue invoices and follow-up reminders can lead to delayed payments and increased outstanding balances, as AR teams often rely on inefficient manual processes. Our portal provides real-time access to invoice statuses, automates overdue reminders, and enables clients to easily track their payments. Once payments are received, the automation streamlines payment reconciliation, eliminating the need for manual adjustments and ensuring customer records in Microsoft Dynamics 365 are always up-to-date. This automation significantly enhances cash flow by reducing outstanding payments and accelerating collections. Future enhancements could include AI-driven predictive analysis for customer payment behavior, AR risk assessment, and insights into payment trends.
Automated Accounts Payable (AP) and Invoice Processing solution
The Automated Accounts Payable (AP) and Invoice Processing solution streamlines AP workflows by automating key tasks such as data extraction, validation, approvals, and payment scheduling. Manual AP processing often leads to errors, data entry delays, and the risk of incorrect payments. Traditionally, invoice verification, approval, and data reconciliation are handled manually, which can significantly increase the likelihood of mistakes and processing delays. Our portal allows vendors to submit invoices for automatic data extraction and validation, enabling automated workflows for approvals and payment scheduling directly in Microsoft Dynamics 365. This automation enhances efficiency by triggering payment processing once invoices are approved, while also facilitating automated reconciliation in Dynamics 365 to minimize the end-of-month AP workload. The primary benefits include reduced manual errors, faster payments, and increased accuracy in vendor transactions. Future enhancements could incorporate AI capabilities for spend forecasting, anomaly detection in payment patterns, and insights into vendor performance.
Do not have your Desired Automation Listed? No Problem!
Apart from the above, we can help you build your customized integration and automation setup!
Success Stories: Transforming Businesses with Automation
Discover how our tailored automation solutions have empowered businesses across various industries to streamline operations, reduce costs, and enhance productivity. Each case study highlights a unique challenge, the implemented solution, and the measurable outcomes achieved. Explore these success stories to see the impact of our innovations in real-world scenarios.
Optimizing Supply Chain Efficiency for a Leading Distributor
This case study explores how our automation solutions transformed the supply chain operations of a major distributor, reducing manual processing time by 50% and improving order accuracy. By implementing our vendor management and purchase order portal, the client achieved significant cost savings and enhanced vendor relationships.
Streamlining Manufacturing Operations Through Automation
Learn how a prominent manufacturing company leveraged our automated goods receipt note process to digitize inventory management. This transformation led to a 30% reduction in stock discrepancies and improved production timelines, showcasing the power of integrated automation in complex environments.
Enhancing Customer Experience for a Retail Chain
This case study highlights how our automated accounts receivable and collections portal helped a retail chain streamline its invoicing and payment processes. The result was a 40% decrease in days sales outstanding (DSO) and a marked improvement in customer satisfaction through timely communications and easy payment tracking.
Insights & Trends in Automation
Our blog features expert articles, industry news, and practical tips to help businesses leverage technology for growth and efficiency. Dive into our thought leadership content to gain valuable knowledge and stay ahead in the rapidly evolving landscape of automation solutions.
The Future of Automation and AI in MS Dynamics 365: Trends to Watch
Our distribution clients often face challenges such as manual processing errors, inefficient inventory management, and slow payment collection, which can lead to significant operational delays. Our automation solution for handling a high volume of shipments and invoicing is particularly well-suited to streamline these processes, enhance order accuracy, and improve visibility across the supply chain.
5 Key Benefits of Implementing Automated Workflows
Discover the top five advantages of automating workflows within your organization. This article outlines how automation enhances efficiency, reduces errors, and improves compliance, helping businesses adapt to a competitive landscape while freeing up valuable resources.
Transforming Vendor Management through Automation
Explore the details of a successful project where a company improved its vendor management processes through automation. This post highlights the challenges faced, the solutions implemented, and the significant outcomes achieved, offering valuable insights for businesses looking to enhance their vendor relationships.
We are Trusted Partners with MS Dynamics 365 and Meta for Seamless Integration for your Business
Official ISV Partner of Microsoft Dynamics 365 and Solution Partner for Meta WhatsApp for Business, ensuring reliable and innovative automation solutions.
Frequently Asked Questions
What types of businesses can benefit from your automation solutions?
Our automation solutions are designed for mid to large-sized companies in the distribution, manufacturing, and retail industries. If your business is looking to streamline operations, improve efficiency, and reduce manual processes, our solutions can provide significant value.
How do your self-serve portals work with Microsoft Dynamics 365?
Our self-serve portals integrate seamlessly with Microsoft Dynamics 365, allowing users to interact with real-time data. Users can submit documents, track orders, and receive notifications, all while ensuring that their actions are accurately recorded in Dynamics 365.
What kind of support do you offer after implementing your automation solutions?
We provide ongoing support to ensure that your automation solutions operate smoothly. This includes training for your staff, troubleshooting assistance, and regular updates to keep your systems aligned with your evolving business needs.
Can your automation solutions be customized to fit specific business processes?
Absolutely! We specialize in creating tailored automation solutions that align with your unique business requirements. Our team works closely with you to understand your processes and develop solutions that fit seamlessly into your operations.
How long does it typically take to implement an automation solution?
The implementation timeline varies depending on the complexity of the solution and your specific needs. However, we work efficiently to minimize disruption to your operations and aim to have solutions up and running as quickly as possible.
What are the potential ROI and cost savings from implementing your solutions?
Our clients often see significant reductions in operational costs, improved cash flow, and enhanced efficiency. The exact ROI depends on your specific processes and the extent of automation implemented, but we provide estimates based on industry benchmarks and your business metrics.
Is your solution compatible with other ERP systems besides Microsoft Dynamics 365?
While our primary focus is on Microsoft Dynamics 365, we can explore integrations with other ERP systems on a case-by-case basis. Our goal is to provide flexible solutions that work within your existing technology stack.
What kind of training is provided for employees using the new systems?
We offer comprehensive training sessions tailored to your team’s needs. This includes hands-on training, user manuals, and ongoing support to ensure that your staff is confident and proficient in using the new systems.
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Ready to Transform Your Business? Let’s collaborate to create a customized automation that meets your business needs!
Unlock the potential of your operations with our automation solutions designed specifically for the distribution, manufacturing, and retail industries. Whether you're looking to streamline processes, reduce manual errors, or enhance overall efficiency, our team is here to help.