More for you: Extension options for proCONTRACTS
proGDPR for Microsoft Dynamics 365
Additional module to achieve compliance according to the EU General Data Protection Regulation (GDPR).
proEVENTS for Microsoft Dynamics 365
Additional module for event management, participant and registration management.
proMEMBERS for Microsoft Dynamics 365
Member management with title management, member management, committees and working groups and much more
Microsoft 365 bundles Microsoft workstation applications for flexible, modern and mobile work for every need.
Microsoft 365 applications include Outlook, Excel, Word, PowerPoint OneNote and, depending on the edition, others such as SharePoint, Power BI, Teams and many more.
Microsoft Power Platform
LowCode / NoCode platform with a variety of connectors for connecting other applications.
Extensions in detail
In order to use proCONTRACTS, you must use the Microsoft Dynamics 365 Customer Engagement applications (Sales, Customer Service, Marketing, Field Service). If you are not currently using the Microsoft Dynamics 365 CRM system, we would be happy to advise you on provision, use and the associated possibilities and advantages.
With Microsoft Dynamics 365 as the basic application, you have extensive options for native integration of other Microsoft applications such as Outlook, Excel, SharePoint, Power BI, Teams and many more. This gives you an optimal 360° view of your contracts including communication around the respective contract documents, simplifies your processes and ensures maximum control.
Data protection up to date
From the creation of a data directory to recording a data breach: with the proGDPR connection you have the data protection requirements of your company under control at all times.
proGDPR helps you with automated processes in obtaining consent to the storage of personal data from interested parties and contacts as well as in managing the right to information of data subjects, the right to data portability, the right to erasure, the right to be forgotten and the right to object. In the event of a data breach, alarms and dashboards give you the transparency you need to take the necessary measures for your company.
Microsoft Teams, Power BI and more
Access the entire spectrum of Microsoft Dynamics 365 modules and get the most out of contract management with proCONTRACTS. Visualize contract data with Microsoft Power BI or prepare it for further data processing with other programs.
The sharing and forwarding of draft contracts with Microsoft SharePoint accelerates internal communication and collaboration.
Via Microsoft Teams, you can also work on contract documents in video conferences with your team or business partners at the same time, from anywhere.
Include members and working groups
Regardless of whether it is an association or another member organization: with proMEMBERS for Microsoft Dynamics 365, CRMFIRST offers you the comprehensive member management system for managing your organization and supporting your members.
proCONTRACTS represents an optimal extension for your company. Member contracts, partner contracts or other types of contracts can be managed with proCONTRACTS and thus ensure a 360° view with all relevant information for each member.
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Contact us and we will provide you with information about the numerous advantages and expansion options for Dynamics 365.