No more system changes at last!
Doxis SmartBridge for Microsoft Dynamics 365 Sales by BE-terna
A Product of BE-terna
Access all documents in the customer folder directly from companies and opportunities! Create quotes from the sales opportunity and store them directly in the customer folder - fully integrated with your Dynamics 365 Customer Engagement.
How you benefit from Doxis SmartBridge for Microsoft Dynamics 365 Sales
- Seamless integration
This SmartBridge seamlessly integrates with your Dynamics 365 Customer Engagement, allowing you to work without system changes and tedious duplicate data maintenance - More overview for better sales processes
Bring together documents from different conversion systems and get a central place for your information - right where you need it - Exploit advantages
Automatisms give your employees the time to concentrate on the essentials in order to achieve the maximum for your company.
Doxis SmartBridge for Microsoft Dynamics 365 Sales by BE-terna automatically creates Doxis Workspaces for entities such as Accounts, Contacts or Opportunities and updates them when the metadata in Dynamics 365 Sales changes. Documents from Dynamics 365 Sales are transferred to associated Doxis workspaces. SmartBridge allows Dynamics Sales users to access data and documents from other systems via the Doxis Workspaces. At the same time, other Doxis users can be granted access to data/documents from Dynamics 365 Sales.
BE-terna GmbH
BE-terna successfully supports companies in their digitalization. With 28 locations from Belgrade to Oslo and Zurich to Leipzig, BE-terna serves over 1,600 satisfied customers in more than 2,900 projects.