Introduction

Many companies that have implemented CRM face the following challenges:

- Data integration with the core system is not possible.
- Manual import and export using CSV files is occurring.
We want to integrate with APIs, but the development costs are high.

In particular
Dynamics 365In companies that utilize this technology,
We frequently encounter obstacles that make collaboration difficult, even though we want to.

Therefore, what is effective is,
ASTERIA WarpThis involves integration using adapters.

Why is Dynamics integration difficult?

Dynamics 365 is a very feature-rich CRM, but on the other hand,

• The data structure is complex.
• API integration design is required.
・Handling permissions and related data is difficult.

For these reasons, collaborative development tends to be challenging.

As a result,

👉 Return to manual operation in Excel
👉 Stops at partial integration
👉 The system will be fragmented.

It's not uncommon to find yourself in this situation.

Solution: ASTERIA Warp × Dynamics adapter

Arcus Japan Co., Ltd.Provided by
Dynamics Integration Adapter for ASTERIA WarpThis problem can be greatly improved by utilizing [this method].

What you can do with an adapter

By using this adapter,
Dynamics 365 data manipulation can now be handled by "modularizing" it.

Specifically, see below 👇

■ Record Operation

・Retrieve (search)
·create
·update
·delete

■ Related Data Manipulation

- Record association
- Remove association
Setting up activities

These can be built as flows on the GUI.

Difference from conventional

❌ Conventional (custom development)

API design is required.
• High development costs
Difficult to fix

✅ Use an adapter

- Can be built without coding
• Can be implemented in a short period of time
・Flexible response to changes in business operations

👉 The biggest point is the shift from "collaboration focused on creation" to "collaboration focused on combining."

Application image

For example, you can do this 👇

Case 1: Core System → CRM

Automatically register sales data to Dynamics.
→ Sales team gains real-time access to customer information.

Case 2: CRM → Reports and Analysis

Automatically output Dynamics data.
→ Can be used in BI and reports

Case 3: External Service Integration

Inquiry Form → CRM Registration
→ Automatic notification to the person in charge

Strengths of Arcus Japan

Arcus Japan Co., Ltd.It is,
Rather than simply providing tools,

👉 CRM design
👉 Integration Design
👉 Operational design

We provide support that includes all of the above.

In particular,

"We want to make it a CRM that people actually use."
"We want to eliminate reliance on individual expertise."
"We want to improve sales efficiency."

Our strength lies in our ability to design solutions from a practical, real-world perspective to address challenges like these.

What kind of company is it suitable for?

We have implemented Dynamics 365, but we are not fully utilizing it.
• System integration is disjointed.
We want to reduce manual labor.
We want to advance DX, but it's not progressing.

Summary

Dynamics 365と
ASTERIA WarpBy combining

👉 Data connection
👉 Tasks will be automated
👉 CRM becomes a "system that is used."

This state can be achieved.

And what will support its realization is
This is an adapter and installation support from Arcus Japan.

Next notice

next time,
👉 Sales DX realized with the Business Card-Based Business Success Adapter

I will explain.

"What changes when business cards become digital data?"
We will deliver content that can be understood at a practical level.