Optimizing processes with Microsoft Dynamics 365 and Konfuzio

Microsoft Dynamics 365 has become an integral part of many companies - the cloud service offers intelligent and modular applications that increase the efficiency of internal collaboration. With Konfuzio's artificial intelligence, the solution is even more powerful.

What is Microsoft Dymanics 365?

Microsoft Dynamics 365 is a cloud-based business platform that combines various applications for business processes. For example, management tools such as CRM, ERP or tools for optimizing service and marketing activities for customers can be used. With this comprehensive offering, the platform aims to support companies in optimizing their business processes, improving customer relationships and increasing productivity.

One of the strengths of Microsoft Dynamics 365 is the seamless integration of data and processes. Companies can access a central database in the cloud, which enables them to make well-founded decisions based on reliable information. This is useful for companies of all sizes, as all relevant business activities can be mapped and linked together - from finance to sales and HR to management.

Another feature of the Microsoft Dynamics 365 service is the integration of artificial intelligence (AI) and advanced data analysis. Companies can use AI to identify patterns and trends that might otherwise go unnoticed. This leads to improved customer interaction, more efficient operations and, in the long run, a significant competitive advantage.

Microsoft Dynamics 365 and Konfuzio

Microsoft Dynamics 365 offers numerous interfaces that allow it to be linked with other software solutions. This makes it easy to integrate additional tools and applications and thus further expand the solution's range of services. This allows companies' various needs to be addressed individually.

The advanced solutions from Konfuzio offer a special symbiosis with Microsoft Dynamics 365. The established software of the Helm & Nagel GmbH, Teams offers a wide range of intelligent functions that can be seamlessly linked to Microsoft Dynamics 365. In particular, the functions for extracting data from documents extract and the ability to automatically read out relevant information from it, expand the capabilities of Microsoft Dynamics 365 enormously.

The connection between the two solutions ensures that the extracted information can be easily transferred to the CRM of Microsoft Dynamics 365. Optimization and automation of document- and data-driven processes. The extracted data and information is transferred via Interface directly into the Microsoft Dynamics 365 cloud, which enables further processing in real time.

In this way, automated and data-supported decision-making can be prepared and integrated into various workflows.

Advantages at a glance

The link between Konfuzio and Microsoft Dynamics 365 offers companies and their customers numerous advantages: The automated processing of documents by OCR and OMR, data extraction and integration, Document classification and information processing.

We provide an overview of the advantages of this powerful symbiosis:

• Optimization of manual work
  The combination of both tools enables the automated extraction of documents and the transfer of extracted data to the customer's CRM and the Microsoft Dynamics 365 databases. This automation reduces the number of manual work steps performed by internal teams. 
• Efficient processes
  Konfuzio's high-quality extraction AI ensures high data quality. This forms the basis for efficient further processing of the information obtained in the CRM of Microsoft Dynamics 365. In this way, the service forms the basis for intelligent optimization of processes and workflows in companies. 
• Process automation
  These technologies enable either partial or complete process automation. The capabilities of Konfuzio and the powerful engine of Microsoft Dynamics 365 together cover a wide range of process steps and drive intelligent decision-making.
• Governance security
  The shared high standards for data integrity and the security of all company content in the cloud guarantee reliable compliance with all governance requirements of customers and companies.

Areas of application with industry reference

The profitable integration of the solutions resulting from the combination of Konfuzio and Microsoft Dynamics 365 is used in numerous industries and fields of application. Microsoft customers from a wide variety of backgrounds benefit from the combination of the renowned service with the intelligent solutions from Konfuzio.

An overview:

• Public health
  Automate the processing of insurance claims, streamline and speed up the analysis of medical reports with AI-powered document processing.
• Finance
  Konfuzio accelerates credit applications, minimizes the manual effort involved in invoice processing and improves fraud detection through AI-driven document verification. The seamless integration of the service into Microsoft Dynamics 365 comprehensively optimizes finance management.
• insurance
  Speed up insurance applications, Underwriting processes and claims processing with the combined power of AI and a robust CRM system.
• Public Sector
  Konfuzio automates document verification for permits and licenses. The software streamlines the processing of citizen applications, accelerates the disbursement of grants within Microsoft Dynamics 365 and thus provides a efficient government operations safe.

Conclusion

By combining the intelligent document processing of Konfuzio with the robust functionalities of Microsoft Dynamics 365, you integrate a powerful overall solution into your company. The symbiosis of both tools optimizes workflows and extracts valuable data and information from documents. On this basis, the solution enables comprehensive automation and deeper insights into the management of data than with just one application alone. 

In addition, collaboration across internal and external teams is sustainably improved and the efficiency of processes is optimized. Employees and customers alike benefit from the combination of innovative functions. The capabilities of both solutions complement each other perfectly, offering companies of different sizes and from different industries sustainable added value.

While the integration between Konfuzio and Microsoft Dynamics 365 is already very powerful in itself, a partner for managed support can increase the value of the solution even further. In this way, extensive expertise is used to best integrate the benefits of both solutions into the existing structure of the companies. One provider of such a service is Dynamics Square - a global company with the goal of solving critical business problems through digital transformation and innovative cloud technologies. Feel free to contact the experts at Konfuzio for individual custom solutions and explore your options together!

Intelligent automation allows you to concentrate on the essentials - growing your business.