Connecting Microsoft Dynamics 365 Sales and Customer Service, SAP and Gmail | Dynamics Success Stories

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Getting Microsoft Dynamics 365 Sales and Customer Service, SAP and Gmail to work together

 

> Problem: Software integration - Dynamics / Gmail / SAP

> Solution: Connect Bridge

> Provider: Connecting Software and its partner in Mexico, Fesworld

> Customer: Leader auto dealership in Mexico

 

Enrique Lechuga“Our final solution does not have a DMS (dealership management system), but it fits the needs of our customer, who is the leader auto dealership in Mexico, even better than if it did!”

Enrique Lechuga - Customer Care & Marketing Manager, Fesworld

Connect Bridge Enables a Unique Integration Solution in Mexico

What if you wanted to connect Microsoft Dynamics with both Gmail and SAP? This is definitely not your everyday combination, but this was what Fesworld wanted to implement for a customer in Mexico.

Their customer is a leader in the auto dealership market in Mexico, selling a variety of auto brands, trucks and construction vehicles and supporting their customers after-sales. With over 500 users spread in different locations, this customer is a well-established business.

Fesworld is also an experienced company, with over 20 years on the market and serving 22 different countries. Being mostly focused on Microsoft software, handling the Dynamics 365 side was not a problem at all. But how could they get a thorough solution to cover Dynamics 365, Gmail and SAP?

 

Searching for a Software Integration Platform

Enrique Lechuga, Director of Customer Service and Marketing at Fesworld, explains how the process started “Our customer was using Gmail, not Microsoft Exchange, and so we started with the standard integration from Dynamics to Gmail”.

The problem was that this standard synchronization only handles messages. Synchronizing from Dynamics to Gmail’s calendar was also necessary, and that is what led Fesworld to Connecting Software and to the integration platform Connect Bridge.

 

How the Software Integration Works

“Our final solution does not have a DMS (dealership management system), but it fits the needs of our customer, who is the leader auto dealership in Mexico, even better than if it did!” assures Enrique Lechuga.

The final solution involves Dynamics 365 Sales, Dynamics 365 Customer Service, SAP (as ERP) and Gmail. All these are linked by Connect Bridge.

When potential car buyers want to schedule a test drive, this system is used. It is again used for the sales follow-up, in which it is essential to be able to see what the previous contacts were and also to access calendars and messages.

Even for scheduling repairs, the same system is used. The information is now where the end-users want it, and that made user adoption easier.

Why Was Connect Bridge Chosen?

Most Fesworld projects rely on Microsoft products” Enrique Lechuga explains, “but we knew we needed more than Microsoft products and our experts alone for this customer”.

Knowing that their partner, Connecting Software, was the integration specialist to turn to, they presented the problem to Connecting Software. They found that using the integration platform Connect Bridge allowed a perfect fit for the customer requirements and the final solution to connect Dynamics 365, SAP and Gmail in a fast and reliable way.

This was, in fact, what happened, and the solution is now part of the day-to-day operation of the final customer for two years. Connect Bridge was the missing link that ensured the end-user got the features they wanted from the software they wanted.

Think This Could Be Useful for Your Company?

Have a look at Connecting Software’s website and check our dedicated page for this solution!

Then, if you want a personalized demo or an analysis of your specific case, all you need to do is get in touch with Connecting Software’s experts or leave your comment below, and I will help you.

 

Ana Neto - Connecting SoftwareBy Ana Neto, Connecting Software.

Connecting Software creates integration and synchronization software. We have been on the market for nearly two decades. We operate globally, and we are also a proud “Top Member” and "Top Blogger" at CRMSoftwareBlog.

 

 

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