audius:DATEV audius:FileAttach audius:StorageSaver audius:Report audius:CertiSign audius:Salutation

audius:Agenda audius:AddressService audius:SEPA audius:Document audius:Configurator audius:Commission

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. 
 

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. 
 

This Dynamics add-on automates report processing at various points in Microsoft Dynamics 365 Sales or audius industry solutions. Reports are generated and processed according to the types of data record and business processes concerned.
 
audius:Report provides the following range of functions: 

• Generates reports for relevant types of data record in Dynamics 365 Sales
• Saves the generated documents in the CRM system or in Microsoft SharePoint. 
• Sends documents by e-mail.
• Prints out documents to be sent by post

The Dynamics add-on can be used in many different ways within business processes and features a wide range of configuration options:

• Documents (reports, documents, statistics, bin files, e-mails) are output in the export file formats: PDF, TIF, DOCX, XLSX, PPTX and MHTML. 
• Addressees are addressed in their own language (multi-lingual documents).
• Documents are parameterized and personalized before being sent.

Business processes and workflows running in the background initiate document creation. 

audius:CertiSign is an Dynamics add-on to audius:Report that allows users to sign documents and provides document security.

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. 

• 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
   

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.

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

• 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
  ○ 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 saves time and errors by automating complex commission and bonus accounting processes. It can be used for accounting services of: 

• Employees 
• External agents 
• Consultants

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.