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Order Management for Microsoft Dynamics

Empower your salespeople and field staff to create sales quotations and enter sales orders on mobile devices using the Unified Order Management for Microsoft Dynamics solution. Provide your team with complete visibility of customer contact information, credit limits and open receivables when on the go. Support for customer-specific pricing and access to stock availability. 

Manage customers on mobile devices

1. Add or update customer details.

2. View customer information including contact information, credit limit, quotes, order history, invoices, and payment status.

3. Record special notes. 

Offline order entry

 1. Create sales quotes and sales orders with customer-specific pricing.

2. Place orders when online or offline with an ability to synchronize offline orders when internet connectivity is available.

3. Search for products by item name or number.

4. Visibility of available inventory quantity.

5. Apply discounts within empowerment.

6. Record special requirements for orders.

7. Single click re-order function allows for quick ordering.

8. WhatsApp notification and email confirmation on successful order placement.  

Generative AI feature for Unified Mobile Order Entry Solution

Powered by Generative AI

The Unified Mobile Order Entry for Microsoft Dynamics solution harnesses the power of Generative AI to and streamlines the ordering process. By utilizing advanced natural language processing, the solution can intelligently interpret and process voice commands and text inputs, enabling users to quickly and accurately place orders without the need for manual data entry. The AI-driven system can also provide real-time recommendations based on historical order data, customer preferences, and current inventory levels, ensuring optimal decision-making and improved customer satisfaction. Additionally, the Generative AI capabilities facilitate predictive analytics, helping businesses anticipate demand, manage stock levels efficiently, and reduce operational costs.  

Examples of AI-enabled functionality include 

  • Voice driven ordering 
  • High value Customers – Predict your best customers based on past history and their order history 
  • Recommended Products –AI generated personalized recommendation list of items for each customer. 
  • Product literature – Automatically generate personalized product information for customers based on the recommended products. 

Customer feedback and complaint handling

 1. Create cases to register complaints and feedback from the customer.

2. Capture and log visit information including photos captured from the mobile device.   

Robust security and ease of use

1. Mobile-optimized user interface.

2. Highly secure with multi-factor authentication.

3. Security scope to allow staff to only view data such as customers, items, orders based on their security authorization.

4. Native app for Android and Apple devices.  

Integration with Microsoft Dynamics 365 and WhatsApp

1. Auto-synchronization of customers, quotes, orders, invoices and other details between the mobile application and Microsoft Dynamics 365 Supply Chain/ Microsoft Dynamics 365 Sales

2. Ability to do an immediate synchronization with a single click.

Mobile Order Management for Dynamics 365

Check out this great video

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