TecTree Developed "Collaborate" Feature in Microsoft Dynamics 365 Business Central ??

At TecTree , we are always looking for ways to enhance your experience with Microsoft Dynamics 365 Business Central. We understand that smooth communication and quick access to information are critical to running a successful business. That’s why we’re excited to announce that TecTree has developed a feature where users can collaborate and provide inputs for specific transactions.?

Issue : How TecTree "Collaborate" Solves Daily Business Challenges

An EPC (Engineering, Procurement, and Commissioning) project-based client wanted to have collaboration on the transaction level. Their main challenge is that at the transaction level, say Purchase orders, Sales orders, Projects, and Production, multiple people from different departments have to collaborate for different questions and answers. This can be considered at Teams, whereas for the Audit log and convenience purposes, Customer wants the feature in Business Central itself.

? Solution:

With the TecTree Collaborate Feature in Business Central, all the departments can now communicate directly within the specific transaction in Business Central.? For instance:

• When the New Purchase order is raised, the approver can ask their queries and tag it to the respective person.
• The person tagged will get the notification in Business Central as well as Microsoft Teams, as it is integrated with Teams as well through Power Automate.

?? Results:

• ?Time Savings:?It eliminates the need to switch between Business Central and external messaging apps, saving time and reducing errors.
• ??Improved Collaboration:?Teams can now easily collaborate across departments, ensuring that issues are resolved faster and processes are streamlined.
• ??Audit Trail:?Data is getting saved and can be checked at any stage.

As a result, we can see that they have experienced a significant boost in productivity as their teams were able to collaborate more effectively. The communication gap between departments was closed, leading to faster order processing and quicker financial approvals, ultimately benefiting their customer service and operational efficiency.

Excited? We're offering this tool FREE of charge for the first 100 customers! ??

? You can reach out at [email protected]

Want to see how it works? ??? There are screenshots of the ChatBox feature below to help you understand how easy and efficient the collaboration process is.

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Vijay Khurana Saurabh Gupta Chandani Bura Aditi Bansal Amit Kumar Ashu sharma