New App: Equipment Dealer for Dynamics 365

Published August 24 2020 by Antwain Woods

Empowerment is the name of the game when it comes to the Equipment Dealer Solution for Microsoft Dynamics 365. With the Equipment Dealer for Dynamics 365 solution, available on Microsoft’s AppSource, organizations attain the ability to grow sales profitably and drive more to the bottom line. Expect to increase follow-on sales, uncover new opportunities, control rental assets & track service history.

What would it mean to have Alithya’s Equipment Dealer solution for Dynamics 365?

The solution leverages Dynamics 365 Sales and Fields Service to enable tracking of equipment sales and service history. Leveraging Dynamics 365 Sales allows your sales professionals to make decisions based on AI and data.

With Equipment Dealer for Dynamics 365, the following functionality is provided:

  • Create, manage and view Accounts and Contacts

    Create, manage and view Accounts and Contacts_Equipment Dealers App

  • Manage the sales process with Lead, Opportunities and Quotes

    Manage the sales process with Lead, Opportunities and Quote_Equipment Dealers App

  • Equipment Management

    Equipment Management_Equipment Dealer App
  • Service Maintenance

    Service Maintenance_Equipement Dealer App

  • Pre-built integration with Dynamics 365 Supply Chain Management helps keep data in sync
    • Accounts and Contacts
    • Leads and Opportunities
    • Products, Price List, Price List Items
    • Quote, Order, and Invoice
    • Account Planning, Revenue Forecasting and Share of Wallet
    • Assets, Service History
  • Use the Out-of-box Field Service Power Apps to manage customer assets and dispatch resources

Watch this Dynamics 365 Equipment Dealer Solution Overview video for a closer look.

 

 

Contact us today if you have questions or would like to learn more about Alithya’s Equipment Dealer for Dynamics 365 solution.

Contact us