microsoft-dynamic-crm

Microsoft Dynamic CRM

Customer relationship management solution that helps businesses increase sales and improve efficiency.

Connect your Microsoft Dynamic CRM account with Procys
following 3 easy steps.

01
Connect Microsoft Dynamic CRM with Procys

From your Procys account access the "Apps" screen

02
Procys will send the documents to the Microsoft Dynamic CRM integration

Procys' optimized software will take care of sending documents such as invoices, receipts or passports.

03
Procys will automatically synchronize the processed documents in a structured way

The data will appear in the Procys software and it will allow you to export it in API, download it in some structured format like XML, UBL, CSV or connect it to other applications.

Description

Microsoft Dynamics (CRM) software isn't just about sales and service automation. Also, it consists of interacting with customers, anticipating their journey and exceeding their needs.

Introduction

Microsoft Dynamic CRM is a category of software solutions that encompasses different customer management systems (such as sales, service, and marketing) and allows them to work together. Streamline business processes and connect customer data to help you build relationships, increase productivity, and improve customer engagement.

It is important to mention that Microsoft Dynamics CRM also offers a variety of security features to ensure the protection of customer data. For example, it features two-factor authentication, role-based access control, data encryption at rest and in transit, and log auditing. These measures help maintain the security and privacy of customer information and provide greater peace of mind and confidence in the business relationship.

Security

Procys has obtained ISO 27001 certification and complies with GDPR. We are committed to the security and integrity of data, guaranteeing our clients that their data is protected and secure at all times.