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Description
With 15 years of experience in Business Intelligence specifically for Microsoft Dynamics and involvement in over 1,000 global projects, we have developed a plug-and-analyze BI solution that satisfies more than 80% of your analytical needs. BI4Dynamics can be implemented swiftly, providing a comprehensive BI solution within days, regardless of your organization's size, industry, or complexity level. This solution is compatible with all versions of Microsoft Dynamics, whether deployed in the cloud or on-premises. Our out-of-the-box BI offering is specifically designed for Microsoft Dynamics, providing unmatched flexibility that empowers your team to take charge of the BI initiative. From the moment of deployment, a complete Business Intelligence solution is available, ready to deliver valuable insights with just a few clicks. You will gain access to over 2,000 BI Fields (KPIs) the very next day after installing BI4Dynamics, easily retrievable through pre-configured Power BI or Excel templates, making your data analysis process seamless and efficient. This ensures that your organization is equipped with the tools necessary to make informed decisions rapidly.
Description
Quote Manager CPQ for Microsoft Dynamics 365 is a robust add-on that seamlessly integrates with the Microsoft Dynamics 365 platform. This solution empowers your sales team to quickly generate and distribute professionally branded quotes within minutes. Unique to Dynamics 365, Quote Manager CPQ ensures that all setup, configuration, and data management occur within the same system, allowing for complete customization and the use of standard features like queries, charts, views, and workflows. The quoting system leverages Excel's export/import functionality for easy modifications to the Product Database, and it also utilizes PowerBI dashboards and PowerApps for enhanced analytics. Furthermore, the output of quotes can be tailored using standard Word Templates or through various additional tools. With Quote Manager CPQ, users can efficiently search through an extensive catalog of over 10,000 products, applying filters by category, make, supplier, and product description. Additionally, the platform allows for the easy addition of products to quotes, enabling customization of layouts that include comments and subtotals, along with the ability to edit descriptions as needed. This comprehensive solution not only streamlines the quoting process but also enhances overall sales productivity.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft Power BI
Yes
Microsoft Dynamics 365 Business Central
Yes
Microsoft Power Apps
No
Microsoft Power Automate
No
Integrations
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft Power BI
Yes
Microsoft Dynamics 365 Business Central
No
Microsoft Power Apps
Yes
Microsoft Power Automate
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$17 per month per user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BI4Dynamics
Founded
2011
Country
United Kingdom
Website
www.bi4dynamics.com
Vendor Details
Company Name
CRM Dynamics
Founded
2013
Country
United Kingdom
Website
www.crm-dynamics.co.uk
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
No
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
No
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
No
eCommerce
No
Product Configurator
2D Drawing
No
3D Modeling
Yes
Analysis & Constraints
No
Custom Pricing Options
Yes
Inventory Management
No
Recommendation Engine
No
eCommerce
No
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
No
Document Management
Yes
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
Yes
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
No
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
No
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
No
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
No
