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audius Add-ons

Additional tools to support your digital future

Our 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.

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Real name
Christina Schwarzer
Vertrieb

Seit über 20 Jahren findet Christina Schwarzer passende und stets wirtschaftliche IT-Lösungen für Unternehmen. Dabei hat sie immer die Anforderungen der Interessenten und Kunden im Blick, um auf Basis von Dynamics 365 Produkten ergänzt um audius-Lösungen, das perfekte System zu entwickeln. Die aktive Gestaltung der Lizenzierungsrichtlinien sowie die kontinuierliche Einbeziehung neuer Microsoft-Releases runden ihren holistischen Ansatz ab.
 

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Benefits
Product information
Add-ons

Benefits
vorteile

Automated routine tasks
Add-on solutions help to reduce the complexity of day-to-day work and conserve resources.
Based on Dynamics 365
Our add-ons supplement the standard features of Dynamics 365, which ensures that they remain future proof and forefront of technology.
For use in cloud and on premise
They are easily integrated into the existing or desired Microsoft product world.
Modular structure
All add-ons can be used in any combination and complement the industry solutions.

Product information
informationen

audius | audius Add-ons
Our add-on portfolio

includes a quotation and product configurator, interfaces to DATEV Mittelstand and Agenda Fibu, an interface to transfer invoice data to banks in SEPA format, as well as useful tools for commission accounting, automated document processing, address validation and automated storage of e-mail attachments in Microsoft SharePoint to reduce storage space in the CRM system.

From these and other add-ons, we develop a customized business software solution for each customer in conjunction with our industry solutions.

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audius | audius Add-ons
Most of our add-ons are designed for use in any industry.
We have developed comprehensive and specialized solutions for seminar, event and meeting providers.

Go to our industry solutions:

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Add-ons
add-ons

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

audius:Commission audius:Agenda audius:AddressService audius:BankClearing audius:Document audius:Configurator

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audius:DATEV
datev

The posting assistant for Dynamics 365 Sales

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 add-ons as well as a base module.

Customers, invoices and payments
The basic interface transfers the customer and invoice data to DATEV Mittelstand and, from there, transfers the payments to Dynamics 365 Sales.
Vendors and incoming invoices
audius:DATEV transfers the vendor master data to DATEV Mittelstand and transfers the incoming invoice postings to Dynamics 365 Sales.
Outgoing invoice documents
Transfer of outgoing invoice documents from Dynamics 365 Sales or Microsoft SharePoint to DATEV Unternehmen online – with the aid of audius:Report.
Working hours and expenses
Employee times, overtime and travel expenses including personnel data relating to operations and recorded in Dynamics 365 Sales are used for payroll accounting with LODAS.
Internal cost allocation
Allocation of revenue to multiple cost centers. Working hours assigned to invoices, cost center information and cost object information are used. The cost centers and cost objects can also be determined from the products.
Deferred income
If the performance period of a settlement extends beyond the end of the fiscal year, next year's revenues are posted to the deferred income account. At the beginning of the new fiscal year, deferred revenues are automatically reversed. Partial performance is taken into account in the relevant accounting periods.
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audius:FileAttach
fileattach

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 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. 
 

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audius:StorageSaver
storagesaver

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:Report
reportmanagement

Automated document processing
for sales and accounting.

Once the documents (quotations, orders or invoices) have been created, there are several export options:

  • E-mail to the customer
  • Saving to Microsoft SharePoint or the CRM system
  • Printout of paper documents
Other features:
  • Addressing customers through voice control in their own language
  • Use of multilingual documents
  • Parameterization of the shipping document
  • Choice between different export formats: PDF, TIF, DOCX, XLSX, PPTX and MHTML

audius:CertiSign
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 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:Commission
commission

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:Agenda
agendafibu

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:AddressService
adressservice

Correct addresses and auto complete for Dynamics 365

The 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.

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audius:BankClearing​
bankclearing

SEPA interface for direct debit

SEPA interface for the smooth transfer of invoice data in SEPA format from Microsoft Dynamics 365 to bank systems. ​

The interface 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 3.0 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:Document
documentgenerator

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
    ○ 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
cpq

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
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