Dynamics Add-ons
Additional tools to support your digital future
Our Dynamics add-ons provide useful features to complement existing Dynamics 365 solutions. They enable or optimize working steps of customers from all sectors. They can be used as standalone modules or to complement the audius industry-specific software packages and to create a bespoke complete solution.
Benefits
vorteile
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Product information
info
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Dynamics Add-ons
add-ons
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audius:DATEV
datev
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Using the interface to DATEV software products, the posting assistant integrates invoice and payroll accounting into business processes with Dynamics 365 Sales. audius:DATEV supplements the invoicing and booking process, with data transfer depending on the components to DATEV Mittelstand, DATEV Unternehmen Online and LODAS.
audius:DATEV has a modular structure so that the components' areas of application correspond to actual requirements in companies. There are also Dynamics add-ons as well as a base module.
audius:FileAttach
fileattach
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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.
audius:StorageSaver
storagesaver
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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:
audius:Report
reportmanagement
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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.
audius:CertiSign
CertiSign
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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.
audius:Salutation
salutation
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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
audius:Agenda
agenda
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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:
audius:AddressService
adressservice
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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.
audius:SEPA
bankclearing
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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:
audius:Document
documentgenerator
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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:Configurator
configurator
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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:
audius:Commission
commission
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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.
Our certifications and awards
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Trends und Insights
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Events
events
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Our answers to frequently asked questions
faqs
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What is the licensing model?
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.
With which Dynamics 365 applications are the Dynamics add-ons compatible?
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.
Can the Dynamics add-ons also be used as standalone modules or do they have to be combined with an audius industry solution?
The Dynamics add-ons can be used and delivered as standalone modules or combined with the audius industry solutions.
Can other Microsoft partners also purchase the Dynamics add-ons?
Microsoft partners can also purchase the add-ons for their own customers. Selected Dynamics add-ons are also available from the Microsoft AppSource marketplace: