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Description
With 15 years of experience in Business Intelligence specifically for Microsoft Dynamics and involvement in over 1,000 global projects, we have developed a plug-and-analyze BI solution that satisfies more than 80% of your analytical needs. BI4Dynamics can be implemented swiftly, providing a comprehensive BI solution within days, regardless of your organization's size, industry, or complexity level. This solution is compatible with all versions of Microsoft Dynamics, whether deployed in the cloud or on-premises. Our out-of-the-box BI offering is specifically designed for Microsoft Dynamics, providing unmatched flexibility that empowers your team to take charge of the BI initiative. From the moment of deployment, a complete Business Intelligence solution is available, ready to deliver valuable insights with just a few clicks. You will gain access to over 2,000 BI Fields (KPIs) the very next day after installing BI4Dynamics, easily retrievable through pre-configured Power BI or Excel templates, making your data analysis process seamless and efficient. This ensures that your organization is equipped with the tools necessary to make informed decisions rapidly.
Description
Quote Manager CPQ for Microsoft Dynamics 365 is a robust add-on that seamlessly integrates with the Microsoft Dynamics 365 platform. This solution empowers your sales team to quickly generate and distribute professionally branded quotes within minutes. Unique to Dynamics 365, Quote Manager CPQ ensures that all setup, configuration, and data management occur within the same system, allowing for complete customization and the use of standard features like queries, charts, views, and workflows. The quoting system leverages Excel's export/import functionality for easy modifications to the Product Database, and it also utilizes PowerBI dashboards and PowerApps for enhanced analytics. Furthermore, the output of quotes can be tailored using standard Word Templates or through various additional tools. With Quote Manager CPQ, users can efficiently search through an extensive catalog of over 10,000 products, applying filters by category, make, supplier, and product description. Additionally, the platform allows for the easy addition of products to quotes, enabling customization of layouts that include comments and subtotals, along with the ability to edit descriptions as needed. This comprehensive solution not only streamlines the quoting process but also enhances overall sales productivity.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
Microsoft Dynamics 365 Business Central
Microsoft Power Apps
Microsoft Power Automate
Integrations
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
Microsoft Dynamics 365 Business Central
Microsoft Power Apps
Microsoft Power Automate
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$17 per month per user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BI4Dynamics
Founded
2011
Country
United Kingdom
Website
www.bi4dynamics.com
Vendor Details
Company Name
CRM Dynamics
Founded
2013
Country
United Kingdom
Website
www.crm-dynamics.co.uk
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Product Configurator
2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
