Microsoft Dynamics CRM offers a great customer relationship management platform that allows you to build a variety of customer-focused solutions. But, by combining K2’s enterprise business process capabilities with Microsoft Dynamics CRM, you have the opportunity to deliver business applications that span the enterprise. Below are just a few benefits you’ll receive by combining K2 and Microsoft Dynamics CRM.
Microsoft Dynamics CRM includes workflow capabilities that are great for short-lived (a few seconds) entity manipulation workflows, like creating a follow-up phone call activity when a new lead is created. For apps that need enterprise-level workflow capabilities like user interaction, integration with other LOB systems or comprehensive audit performance reports, you’ll need something more. This is where K2 really shines.
K2 workflows involve the right users, at the right time, to make better decisions. Users are given intuitive interfaces that provide a single view into information from Microsoft Dynamics CRM and other LOB systems. And, because K2 can call Microsoft Dynamics workflows on-demand, there is no need to duplicate that work in K2. Critical business processes are used consistently and work is done more efficiently.
Microsoft Dynamics CRM is more than likely one of many line-of-business systems you need to integrate with. With K2’s SmartObject framework, we provide no-code integration with any LOB system, including Microsoft Dynamics CRM, SharePoint, SQL Server, SAP, Oracle, Salesforce.com, Web services and many more.
K2 SmartObjects give you the ability to access and interact with data, in a consistent way, across all your applications without writing code. You can use SmartObjects in K2 workflows and SmartForms, and because they are reusable, they become the building blocks for all your K2 solutions.
Enhanced user experience
Dynamics CRM users frequently need information from other systems to make decisions or take action. K2 smartforms is a browser-based enterprise forms platform for building forms for business process applications. SmartForms can be built as standalone Web forms or can be easily integrated into Microsoft Dynamics CRM, to provide users all the information they need across multiple LOB systems, without writing any code.
A key benefit of the K2 platform is the visibility and transparency it offers to users. For example, the K2 View Flow is a real-time visual model of a running or historical K2 workflow instance. Embedding this model into a Dynamics CRM form is a simple way to give users insight into the current state of a K2 workflow directly from Microsoft Dynamics entity it relates to.
Visual design tools
K2 provides visual, drag-and-drop design tools for building K2 workflows and SmartForms, and for integrating with LOB systems via SmartObjects. Configuring workflow actions, like creating a new activity in Microsoft Dynamics CRM or assigning a task for review to a group of users, is achieved through a set wizards that workflow designers step through as they design what will happen at each stage in the workflow.
These visual tools mean that you aren’t writing code to produce K2 solutions, but composing them through wizard-driven user experiences, increasing the speed and ease of producing business applications.
Business solutions and extended relationship management (XRM)
By combining Microsoft Dynamics CRM and K2, you can deliver on the vision of XRM to solve business challenges across the enterprise. Combining the two to create business applications gives you a platform capable of delivering solutions that manage customer lifecycles or that reach more broadly into the business. The two platforms complement each other well, with K2 providing enterprise workflows that can support real business processes and extensive integration across the Microsoft stack and beyond, including Oracle and SAP. With K2, Microsoft Dynamics CRM can cut across both technical and departmental boundaries.
To learn more about how K2 and Microsoft Dynamics CRM can help you build solutions for your enterprise, register for our on-demand webinar, “Building Business Apps with Microsoft Dynamics CRM and K2,” today.