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Microsoft Dynamics On-Premise

Integrate Simple-Simon with Microsoft Dynamics On-Premise. Work faster and easier.

What is Dynamics 365 On-Premise?

Dynamics 365 is a set of intelligent business applications that helps you run your entire business and deliver greater results through predictive, AI-driven insights. Dynamics On-Premise is installed on your local server. Together with you or your Dynamics implementation partner, the implementation takes place. On this page you can read how the integration process works.

Work with Simple-Simon: the Smart Work Order App.

Easily create and manage work orders

With Simple-Simon you can easily create and manage work orders. Create a work order in Simons Office Module and assign it to a colleague in the field. Your field staff can use the work order in the Simon App and register easily travel and working hours. Register also used articles, take pictures, complete checklists and ask for customer signature. Work on and offline.

 

Communicate better between the office and the field

Your office workers are using the Office Module which syncs in real-time with the Simon App (used by your field staff). Your office workers can directly plan a work order or edit one if necessary. Back and forth calls are a thing of the past! Simple-Simon works on all devices (smartphones & tablets) and is available for Android & iOS.

 

Ensure a correct invoice

Digitize your work orders and say goodbye to the paperwork. No missed turnover due to forgotten, lost, or poorly filled work orders. Fast and error-free communication between the office and the field ensures a correct invoice.

Work even smarter by integrating Dynamics On-Premise with Simple-Simon:

The integration between Dynamics 365 and Simple-Simon comes with plenty of advantages, as you:

  • Invoice faster and make fewer errors.
  • Simon retrieves preferably all your products, customers, visit and delivery addresses (also sales orders or quotations) from Dynamics 365 and these are directly available in Simon.
  • Your work order is finished in Simple-Simon, the archived work order is sent back to Dynamics 365 as a draft invoice or sales order
  • Work order ready? Five minutes later the invoice can be sent to the customer.
  • It makes processing work order effortless, directly saves time and money!

The integration can be fully customized to your own wishes.

What data are retrieved from Microsoft Dynamics?

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 connection to Microsoft Dynamics is set up according to your wishes.

In consultation, products, customers and work addresses can be transferred. If desired, sales orders 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.

Please contact us for the possibilities.

How are my work orders processed?

You schedule a work order in Simon and it is then processed 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 a local suspense table. The content of the interim 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.

Simple-Simon has already made several successful implementations!

Try now 14 days for free! 

Do you also want to work faster and easier in your industry? Work with the Smart Work Order App from Simple-Simon and save time, money and ensure a professional appearance. Do you want to experience the benefits of Simon’s Work Order App with Dynamics 365? Sign up for a free trial account! Try 14 days for free.

 

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