Optimising and simplifying personnel processes
audius:HumanResources not only manages employees' contract data and working hours, but also organises recruitment precisely and transparently. The Dynamics 365 add-on for the modules Sales, Customer Service, Field Service, Project Operations and Customer Insights - Journeys covers the following areas:

• Employees with contract details and skills 
• Working hours, including holiday and sick leave 
• Job postings with skill requirements 
• Applications with previous employers’ information

The dashboard provides a comprehensive overview of working hours, including holiday and sick leave, as well as an analysis of billable and non-billable hours. This allows you to identify potential efficiencies and plan resources accordingly. audius:HumanResources is suitable for all types of organisations, regardless of size or industry.

audius:SEPA
SEPA interface for invoice payment via direct debit
SEPA interface for the smooth transfer of invoice data in SEPA format from Microsoft Dynamics 365 to bank systems. ​

The payment solution can be deployed online and locally as part of audius solutions and as a standalone application for Dynamics 365. 

It offers the following functions:

• Export file in XML format that is compliant with SEPA 3.6 requirements
• Invoices intended for direct debits are put as a plain direct debit file, and the numbers of customer direct debits are updated
• Distinction between SEPA Core direct debit and SEPA B2B direct debit is taken into account in the file import

audius:Agenda / BDM
Interface between Dynamics 365 Sales und Agenda Accounting
Microsoft Dynamics 365 Sales and Agenda Accounting – a strong pair that mutually complements each other. The interface provides complementary invoicing and posting capabilities to enhance Dynamics 365, it enables smooth payment transactions and efficient collaboration with the tax office. 

While customer and invoice data can be transferred from Dynamics 365 to Agenda Accounting; in reverse, payments can be transferred from Agenda Accounting to Dynamics 365. 

Benefits of routine process automation:

• Accounting is made even more straightforward
• It saves time
• Data is available faster
• Process quality is improved
• There is less chance of data entry errors

audius:Commission
Dynamics Add-ons for fee and commission accounting
For all companies using Microsoft Dynamics 365 Sales.
audius:Commission saves time and errors by automating complex commission and bonus accounting processes. It can be used for accounting services of: 

• Employees 
• External agents 
• Consultants

Other features:
The function is able to incorporate a large number of parameters in the commission unit calculation, including: 

• Contract duration
• Contribution margins
• Revenues and premiums

Amounts can be distributed over several commission recipients and structured sales organization can be mapped. Commission settlements are performed periodically.

audius:Configrator
Quotation and product configuration of complex products with many different models
Configure – Price – Quote

audius:Configurator supports companies which have to take into account many different aspects such as development, production and material use in manufacturing and sales of their products.

audius:Configurator capabilities:

• Quotation and order structuring by product configuration
• Increase in business efficiency
• Elimination of potential errors through structuring and automation
• Reduced employee responsibility in regards to detailed knowledge

audius:Document
Automatic Generation of documents from the CRM system
Possible applications include product specifications, service descriptions, requirement specifications, portfolios for financial service providers, or particulars for real estate agents.

Advantages:

• Significant time savings: Existing elements are automatically merged into one document
• Uniform appearance: All documents have a uniform, attractive corporate design​
• Short response times: Fast responses to requests and changes​
• Flexible adjustment: Contents of the documents can be adapted quickly and flexibly​
• Error prevention: Automation prevents errors such as typos or copy and paste errors

Functions:

• Sales documents can be easily created from any existing content in your CRM system; for example from Quotations, Accompanying texts, Product informations, Images, Configurator contents and Diagrams
• Convenient creation and formatting of document text modules in the CRM system using the text editor​​
• Document output as Word or PDF file

audius:Commission
​​​​​​​Dynamics Add-ons for fee and commission accounting
For all companies using Microsoft Dynamics 365 Sales.
audius:Commission saves time and errors by automating complex commission and bonus accounting processes. It can be used for accounting services of: 

• Employees 
• External agents 
• Consultants

Other features:
The function is able to incorporate a large number of parameters in the commission unit calculation, including: 

• Contract duration
• Contribution margins
• Revenues and premiums

Amounts can be distributed over several commission recipients and structured sales organization can be mapped. Commission settlements are performed periodically.

audius:File Attach
File Upload from Microsoft SharePoint for E-Mail Activities
Activity Management with Microsoft Dynamics 365 Sales
audius:FileAttach simplifies activity management in Dynamics 365 Sales. This practical, time-saving dynamics add-on permits the seamless attachment of files and documents from Microsoft SharePoint for e-mail activities.

E-mail activities in Microsoft Dynamics 365 Sales offer various options for text composition, fill the recipient’s address by default, and support the use of templates and attachment of files from document management. Saving to a clipboard and subsequent uploading is no longer necessary. 
 

Select Attachments Directly in Microsoft SharePoint
With audius:FileAttach, documents are selected from Microsoft SharePoint and directly attached to the e-mail, as with Microsoft 365 Outlook, but are then sent with Dynamics 365 Sales and added to the customer history. 

You can select files as attachments that have a link to the document location: For example, the e-mail activity form in Dynamics 365 Sales for a customer opens the folder of the same name in Microsoft SharePoint. Selecting attachments to include with the e-mail is thus effortless and simple, saving time and making the process more efficient for users.

audius:StorageServer
Reduces storage space in Microsoft Dynamics 365!
audius:StorageSaver takes the documents from existing and newly added e-mails or notes with attachments and forwards them directly to Microsoft SharePoint. It applies to incoming and outgoing e-mails.

It is a great solution because storage space in Microsoft SharePoint costs much less than CRM, bringing significant cost savings, especially for cloud customers with large databases.

Benefits for on-premise and cloud customers: 

• Storage location in Microsoft SharePoint is defined with access permissions
• Documents can be accessed from Microsoft SharePoint and Dynamics 365
• Access permissions for all – or specific users only
• Document content in Microsoft SharePoint is searchable, keyword-tagged and version-managed

audius:CertiSign
Signature and document security within document processing.
With audius:CertiSign, the documents from Dynamics 365 Sales are unchangeable and secure. The reports are therefore trustworthy documents for further use, as the signature authenticates the issuer. The signing and creating of the document-secure receipt takes place automatically and within the business processes in the CRM system. 

• Extension of audius:Report: Documents which are output of the CRM system with Report Management, are created by audius:CertiSign in PDF/A format and the signature or certificate is added before further use
• Modular use of Dynamics add-ons to sign documents or to create them in PDF/A format – or in combination, to considerably reduce administrative effort within the company
• Document creation in PDF/A format corresponding to guidelines for long-term archiving of digital documents, according to ISO
• Selectable certificate for the signature. The customer can choose which certificate of which provider is used to create the signature. A digital signature timestamp shows that a document has been signed

audius:Salutation
Professional, diverse personalization of salutations and addresses
The audius:Salutation Dynamics add-on for Microsoft Dynamics 365 supports the generation of custom-defined, company-specific salutations and addresses. With the Dynamics add-on, companies are able to personalize their professional customer communications by defining their own rules and logics one time. These are then visible centrally in the contact data records of Microsoft Dynamics 365 and can then be used as salutations and addresses for e-mails, templates or mail merge. 

Features:

• Central implementation of rules and logics and application throughout the company
• Standardization and professionalization of customer communications
• Management of multiple, different salutation and address formats
• Individualization through a script or manual overwriting
• Integration of any attributes for the creation of the variants
• Salutations in customer language and addresses in country format

audius:AddressService
Correct addresses and auto complete for Dynamics 365
The Dynamics add-on validates addresses to make sure entries in the CRM system are complete and correct. This prevents duplicates being created in Dynamics 365 and enables addresses to be correctly located.

Auto complete also helps to ensure that addresses are recorded uniformly and without errors. 

"Auto complete" for addresses with the audius:AddressService

Users only enter part of the address and automatically receive suggestions. Just one click transfers the correct address to the CRM system. 
There are obvious benefits to using auto complete for addresses: 

• Addresses can be entered quickly 
• It ensures address values have a uniform format
• Typing or spelling errors are eliminated

Address validation for correct addresses in Dynamics 365

The CRM system generates a complete and correct address with the validation. It can be edited manually before being saved. 

Using validated addresses

• allows precise deduplication 
• eliminates spelling and formatting errors from addresses
• enables correct localization with Azure Maps, Bing Maps and Google Maps

Validation can be performed manually or initiated automatically. It is available for all required entities. Bulk validation can also be initiated for existing systems.
 

Dynamics add-ons are cloud licenses that are licensed flexibly to users or organizations based on actual requirements.
Thanks to the modular structure of the audius solutions, the software modules can be combined as required.

All Dynamics add-ons are typically compatible with Dynamics 365 Sales Editions. Some can also be used for Dynamics 365 Field Service, Customer Service or Customer Insights, depending on the function’s area of application and customer processes. audius:Report, for example, is suitable for all named applications.

The Dynamics add-ons can be used and delivered as standalone modules or combined with the audius industry solutions.

Microsoft partners can also purchase the add-ons for their own customers. Selected Dynamics add-ons are also available from the Microsoft AppSource marketplace:

audius DATEV
audius Report