Microsoft Dynamics 365

Sales, Service, and Marketing on the Microsoft Cloud Platform

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.

Read about next plug-in Resco Mobile CRM

Our News

LLP CRM brings the winds of change to Dormer Pramet

August 2019 – The implementation of Dynamics 365 Cloud CRM allows the central management of customer and contact databases, a price approval workflow, a central database for documents, and many other enhancements. Dormer Pramet was founded in 2014 as the result of a merger between rotary tooling manufacturer Dormer Tools and indexable tooling specialist Pramet Tools. […]

LASCAM Systems accelerates proposal process by 40% with new CRM implementation

June 2019 – LASCAM Systems, specialists in supplying industrial laser and camera systems for the automotive and aerospace sectors, have implemented a customer relationship management system in response to the company’s rapid growth in order to streamline business processes. LLP CRM, a Microsoft Silver Cloud CRM Partner, was chosen to implement Dynamics 365. Dynamics 365 has […]

LLP CRM wins in the Microsoft Awards 2018 with a CRM project at Skanska Reality

October 2018 – With its CRM project at Skanska Reality, a.s., LLP CRM has won the Czech Retail & FMCG category prize in the 20th year of the prestigious Microsoft Awards. The project involved the implementation of a Customer Portal and an upgrade to the cloud-based CRM solution, Dynamics 365, in the Czech Republic and […]

Let us help you define your CRM needs and priorities