Microsoft Dynamics On-Premise

Connect Simple-Simon with Microsoft Dynamics 365 On-premise. Work faster and easier.

Discover how Dynamics 365 can transform your business.

Bring your sales, services, finance and operations teams together with a single business management solution on your local server. Go beyond the promise of automation and process improvements to transform your business with the ability to adapt faster, perform better and work smarter. Get started today with the option that best meets your business needs.

The integration gives our customers the following advantages:

• Invoice faster and make fewer errors;
• Simon retrieves all your articles, customers, visit and delivery addresses (also sales orders or quotations preferably) from Dynamics 365 and these are directly available in Simon;
• You process your work order in Simple-Simon, the archived work orders are automatically returned as a sales order or concept invoice;
• Work order ready? Five minutes later the invoice can already be sent to the customer;
• Make the processing of work orders simple, it immediately saves time and money!;
• Easy to set up, within 5 minutes your integration is ready;
• Get started quickly by creating a test account to test the full integration;
• The integration can be set up in your Simon environment at ‘integrations’.

The integration can be fully personalised.

What information does Simon get from Microsoft Dynamics?

Retrieve your sales order or quotes and turn them into a work order!

Dynamics is installed on your local environment. The implementation takes place together with you or your Dynamics implementation partner. Simon installs the software that reads the master data from the Dynamics environment and sends it to your Simon environment. Changes in Dynamics are sent directly to Simon. So you manage your master data in your familiar Dynamics environment.

The integration to Microsoft Dynamics is set up according to your wishes.

In consultation, articles, customers, visits and work addresses can be transferred. If desired, sales orders or quotations with a specific status, including order lines, can also be transferred to Simon (in Simon this becomes a work order with the material to be used already on it). Setting up and managing the integration is done from within your Simon office program.

Simple-Simon has already made several successful implementations in the Netherlands and Belgium!

What information does Simon send back to Dynamics?

Send your work order back as a sales order or concept invoice!

You schedule a work order in Simon and then handle it in the field with the Simon app. When the work order is reported ready by your mobile colleague, you can check everything again in Simon’s office program.
As a final step, you archive the work order in Simon. Next, the registered hours, items, work order PDF and photos/checklists are written back into local result tables. The content of the table is determined in consultation with you and your Dynamics implementation partner.

Your implementation partner takes care of the further processing in Dynamics where, for example, a sales order or a concept invoice can be created. Because the implementation partner is well aware of the working of your Dynamics environment, this ensures an efficient way of working.

Please contact us for the possibilities.

Maintenance costs of integration

The first year you can use the Simple-Simon and Microsoft Dynamics 365 Local* integration for free. After the first year, the maintenance costs are $39 per month. However, to keep administrative costs low, these are billed annually in advance. These costs are necessary to keep the integration up to date. You can read more about the technology behind the integration and the maintenance costs here. Read the general terms and conditions of use regarding integrations here.

*Please note that in order to use all the necessary API functions, you need to ensure that your Microsoft Dynamics 365 Local license meets the supplier’s requirements for this purpose.