Microsoft Dynamics 365

Sales, Service, and Marketing on the Microsoft Cloud Platform

Example of Dynamics 365 on a laptop screen

LLP plug-ins

Telephone Integration

A connector (server, client or both) that allows interaction of Dynamics 365 with a customer’s telephone hardware. It features logic for incoming calls that allows definition of different scenarios based on identification of the phone number and a one-click dial for outgoing calls.

GDPR Consent Management

Enabling the complete overview and management of consents related to contacts, leads and accounts. It covers all consents operations (requirement, granting, withdrawal, etc.), definition of different types of consents and their validity. It includes double opt-in functionality for automated consent by email based on templates in different languages.

Approval Process

A general function developed to enable approval processes triggered by any action in the system. It includes the flexible definition of approval processes (based on roles, hierarchies or record owner approval). Approvals can be given on mobile devices or can be subject to third-party application integration.

Document Generator

Is a service allowing the flexible definition of document templates including graphics, conditionally displayed sections, tables, etc. Formats can be set to DOC, PDF, or XLS. The created document can be saved as an attachment (into Dynamics or SharePoint) or emailed.

Public Registry Connector

A set of components that check and enrich data from external registers – ARES for the Czech Republic, Finstat for Slovakia, and Optem for Hungary. It allows data prefilling during Account creation or a scheduled data check in order to ensure data is up to date.

Prospector Connector

Goes further than standard public registers as it allows definition of custom indicators used as a basis for customer segmentation.

Data Migration Tool

An application allowing the definition of a data source to be migrated to Dynamics 365. The mapping can include logical operators, and migration can be scheduled and run batches for migration of large numbers of records. The tool also includes extensive logging, allowing easy evaluation of the migration result.

Global Settings

Is a pre-built function within Dynamics 365 that allows the storage of parameters and variables. These are then used for batch or scheduled workflows (as custom steps), allowing easy parameterisation of daily routine jobs.

General Web Service

An integration layer enabling seamless integration with Dynamics 365 using a SOAP WS or REST API. It can be deployed on Azure or on a customer’s server. It is fully logged into an SQL database allowing data reading or writing into any Dynamics 365 entity – including custom ones.

External Data Reader

A tool allowing scheduled data reads from an external database (MS SQL or Oracle). It includes interfaces for mapping attributes and transformations using XML. It can be scheduled by an external component (Windows Service) or by any trigger within Dynamics 365.

System Integration Tool 

A set of components within Dynamics 365 that allows configuration of integration calls into external applications. The calls are triggered by actions within Dynamics 365 (such as creating a new customer). The logic includes XML mapping, full logging and error handling. It also offers a dashboard for administrators to monitor the status of integrations.

Custom Subgrid Plugin

Even though Dynamics 365 includes editable grids, it still has some limitations that are resolved with LLP’s Custom Subgrid. It allows the creation and editing of related data directly on the form, tree visualisation, and grouping.

Duplicate Detection Check

Standard duplicate detection in Dynamics 365 doesn’t prevent duplicate records from being created (it only warns the user). We have developed a “hard-stop” based on defined criteria such as VAT or Registration number. The conditions are configurable using XML.

Workflow Scheduler

A component allowing the scheduled execution of batch jobs that update data. It includes logic that enables the passing of data such as last execution time to subsequent runs.

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Our News

ODLO International boosts customer care with Microsoft Dynamics 365 solution

The market leader and pioneer in functional sportswear from Switzerland, ODLO International AG has implemented Microsoft Dynamics 365 Customer Service Enterprise solution to boost customer care and service automation. LLP CRM supports xalution group in a comprehensive digitalization project for ODLO International. LLP contributes its competence in the area of CRM and Phase 1 of […]

Quick data visualization from Power Apps and Dynamics 365 Apps

Microsoft presented a new way to visualize the Power Apps and Dynamics 365 data stored within Dataverse. With a single click, Power BI will automatically generate a set of visuals for you to explore and find insights within your data. Take a look at the steps for enabling this feature, including visualizing and filtering the […]

Merry Christmas and a Prosperous New Year 2022

Merry Christmas and a Prosperous New Year to all our business partners! Thank you for your trust and cooperation. LLP CRM team

Microsoft Teams embedded chat in Dynamics 365 – the long-awaited feature is now available!

This new feature is part of the 2021 release wave 2. Microsoft Teams chat now be embedded directly in the Dynamics 365 interface enabling users to link chats with internal or external contacts in a Dynamics 365 record without switching applications. In addition to the ability to chat with colleagues both in and outside of […]

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