Empower Your Team with ATS Deal Management Deal365 for Dynamics 365 Sales
Effortlessly manage deal registration, supplier onboarding, and approvals with the ATS Deal Management solution for Dynamics 365 Sales. Designed to streamline workflows and enhance collaboration, this powerful tool ensures seamless operations from start to finish.
Transform Your Deal Management Process
Simplify complex workflows and accelerate decision-making with the ATS Deal Management Deal365 . Built for retail and eCommerce businesses, this tool simplifies deal registration. With 360 view, customizable approval levels and seamless integration into Dynamics 365 Sales, managing deals has never been more efficient.
Key Features of the Deal Management Add-On
End-to-End Deal Registration and Approval
Automate the entire process of deal qualification and registration with configurable approval levels to match your business structure.
360° Business View
Gain full visibility into your merchants, and associated deals, along with a complete history of interactions for informed decision-making.
Dynamic Approval Workflows
Utilize predefined business rules and easily modify approval processes through the flexible Dynamics 365 workflow engine.
Integrated Product Catalog Management
Link products to categories, subcategories, and qualified merchants using the Dynamics 365 product catalog for streamlined product-deal association.
Advanced Merchant Classification
Organize and classify merchants by country, city, and area for targeted deal management and streamlined operations.
Seamless Integration with Dynamics 365 Ecosystem
Ensure smooth collaboration between sales and finance teams with seamless integration with Dynamics 365 ERP and other Microsoft business applications.
Why Choose Deal Management Add-on?
ATS is your trusted partner for streamlining vendor onboarding with the Deal Management Add-on. Here’s why businesses choose ATS:
Designed for Your Business
Tailored to meet the unique needs of retail and eCommerce operations.
Fast and Easy Implementation
Deploy quickly with minimal disruption to your existing workflows.
Proven Results
Trusted by leading businesses to drive efficiency, growth, and profitability.
Dedicated Support
Rely on expert guidance and continuous support to keep your system optimized.
Advanced Capabilities of PowerCRM
Customization and Extensibility
Customization and Extensibility
Advanced Analytics and Reporting
Advanced Analytics and Reporting
Integration with Microsoft Ecosystem
Integration with Microsoft
Automation and Workflow Optimization
Automation and Workflow Optimization
Power CRM offers advanced capabilities to streamline operations, boost productivity, and enhance customer engagement
Take Control of Your Deal Management
Experience a smarter, more efficient way to manage deals and supplier relationships. Empower your team with the Deal Management Add-On for Dynamics 365 Sales.
Real Stories of Transformation
Al Yaum, a leader in eCommerce and merchant onboarding, faced challenges in managing customers, deals, financial processes, and integrating diverse systems. By implementing Microsoft Dynamics 365 Sales and Business Central, alongside seamless integrations with their Magento portal, Al Yaum transformed its operations. This comprehensive solution enhanced customer management, streamlined financial and supply chain processes, and ensured data flows across platforms, enabling Al Yaum to achieve operational efficiency and scalability.
About the Organization
Al Yaum specializes in merchant onboarding and eCommerce, providing customers and merchants with an intuitive platform for deals, products, and services. The company is dedicated to optimizing customer and deal management while ensuring seamless operational efficiency through innovative technology solutions.
Challenges
Despite its success, Al Yaum faced significant operational challenges:
- Customer and Deal Management: Managing a growing customer base and complex deal processes was becoming inefficient with existing systems.
- Finance and Supply Chain Oversight: A lack of robust financial tools hindered efficient supply chain and financial management.
- Platform Integration: Integration between Al Yaum’s Magento eCommerce portal, CRM, and financial systems was limited, causing data silos and operational inefficiencies.
Solution
To address these challenges, Al Yaum implemented a robust technology stack powered by Microsoft Dynamics 365:
- Dynamics 365 Sales: This module was tailored for efficient customer management, deal tracking, merchant onboarding, and product and order processing. It provided a centralized platform for managing all customer interactions and sales activities.
- Dynamics 365 Business Central: A modern ERP solution that streamlined financial and supply chain operations, enabling accurate financial tracking, efficient budgeting, and supply chain visibility.
- System Integrations:
- Dynamics 365 Sales & Business Central: Integrated to ensure seamless data flow between customer-facing operations and back-office processes.
- Magento Portal Integration: Connected Magento with Dynamics 365 Sales to synchronize products, customers, and orders, creating a unified eCommerce ecosystem. Products were passed from CRM to Magento, while customers and orders were relayed back to Dynamics 365 Sales and then to Business Central for fulfillment and financial tracking.
Benefits
- Streamlined Customer Management: Dynamics 365 Sales enabled Al Yaum to manage customer relationships, track deals, and streamline merchant onboarding processes efficiently. The unified platform allowed for better organization and faster response times to customer needs.
- Enhanced Financial Oversight: With Dynamics 365 Business Central, Al Yaum improved its financial processes, from cash flow management to automated financial reporting. The solution ensured better budgeting and supply chain management, driving operational efficiency.
- Seamless Data Integration: The integration between Magento, Dynamics 365 Sales, and Business Central facilitated uninterrupted data flow. This ensured accurate synchronization of products, orders, and customers across platforms, minimizing manual errors and delays.
- Operational Scalability: The interconnected systems provided a scalable foundation, allowing Al Yaum to handle growth in its customer base, product offerings, and operational complexity with ease.
- Improved Decision-Making: Real-time dashboards and analytics offered actionable insights, empowering Al Yaum’s leadership to make informed decisions and address issues proactively.
Conclusion
The implementation of Dynamics 365 Sales and Business Central, combined with Magento portal integration, has revolutionized Al Yaum’s operations. By overcoming integration challenges and streamlining financial and customer management processes, Al Yaum is now better equipped to deliver exceptional service to its customers and merchants.
