Assigning incoming records (like leads, opportunities, cases,...) to the right employee is crucial for a short and efficent sales/service process. By installing and using the Auto Assign Solution the system automatically assigns newly created records to a predefined user/team in your CRM system.
The "COSMO CE Followuprecordcreator package" is a generic solution in order to create dependent records. It can be configured per Entity and covers varios use-cases/scenarios.
The COSMO CE GDPR helps you managing the challenges of the general data protection regulation (GDPR) within your Dynamics 365 Customer Engagement environment.
COSMO CE IMGFINDR PACKAGE enables your employees working with Dynamics365 Customer Engagement to easily store Entity Images. Using Entity Images ensures that records can be easily identified without reading any field values. By storing an entity image all users will get a visual picture of the record they are dealing with.
The COSMO CE Meetingminutes package is designed to simplify the process of taking Notes during a meeting. It allows you to provide them to all participants afterwards and to create Follow-up Activites for you and your colleagues based on the next steps you agreed on. That way you can ensure that the defined Action Items will be done and your customer will be satisfied in the best possible way.
COSMO Crefodynamics is the credit management system for professional debtor and receivables management in Microsoft Dynamics 365 Business Central, which was developed jointly with the Creditreform association and COSMO CONSULT.
Integrated DMS for Microsoft Dynamics 365 Business Central based on Microsoft SharePoint
The Intelligent-ERP Suite of COSMO CONSULT extends the classic ERP solution spectrum and actively supports complex operative decisions with intelligent assistants. The powerful calculation engine compares thousands of parameters within seconds, reducing manual planning overhead outside the ERP system, providing greater confidence in decision-making and saving costs in the supply chain.
The COSMO Object Tracker combines hierarchical object relationships and identification and location for real-time information retrieval, tracking and processing of objects.
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