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Dynamics 365 and Snapforms Integration
Snapforms is a cloud-based form builder that allows businesses to quickly create custom online forms without any programming skills. With Snapforms, users can choose from a variety of pre-built templates or start from scratch to create forms that are tailored to their specific needs. The platform offers a drag-and-drop interface, making it easy to add fields such as text boxes, radio buttons, and check boxes. Users can also configure their forms to collect payments, add branding elements, and integrate with other software platforms.
Features of Dynamics 365 and Snapforms Integration
Smart App Business Solutions’ Dynamics 365 and Snapforms Integration offers the following features.
- Complete Approval Process Automation around forms
- Send follow-up emails with form links.
- Form data gets saved directly in Dynamics 365 Out of The Box or Custom Tables/Entities.
- The form gets uploaded in SharePoint in PDF format and displayed in Dynamics 365 Documents Tab.
- Attachments get uploaded in SharePoint in their original format and displayed in the Dynamics 365 Documents Tab.
- Send reminders with form links.
- Sends Rejection notifications with the submitted form attached and the Rejection reason as Email Content.
- Sends Cancellation notification
- Can be tailored to specific requirements.
- Can be demonstrated at short notice.
Who the Snapforms is for
This is a wonderful solution for any business that requires online forms to process registration, onboarding, surveys, inquiries, service or support requests, online poll, lead generation, etc. NDIS service providers in Australia quite often require forms like Snapforms for their client onboarding process, registration, service requests, patient information, booking, payment, etc. Broadly, Snapforms offers online forms for any purpose. Thousands of Australian organizations of all sizes use Snapforms to improve processes and capture accurate data. Those organizations come from the following industries.
- NDIS Service Providers
- Nonprofits
- Healthcare Providers
- Education
- Airlines
- Government Councils
- Legal Firms
- Research or Survey Companies
- Event Management Providers
Benefits of Dynamics 365 and Snapforms Integration
Dynamics 365 and Snapforms integration can offer numerous benefits to businesses. Firstly, it can streamline the processes and workflows by automating data entry tasks. This saves time and reduces errors that may arise from manual data entry. Secondly, the integration can help improve data accuracy, making it easier to capture and track customer interactions and activities. Additionally, it can help improve customer engagement and satisfaction by enabling businesses to quickly respond to their needs. The integration can also provide real-time visibility into critical business data, allowing users to make informed decisions. Finally, integrating Dynamics 365 and Snapforms can simplify report generation, making it easy to analyze data and extract insights that can inform business strategy. Overall, this integration can help businesses improve efficiency, productivity, and customer satisfaction while delivering real-time insights for better decision making.
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Why Choose Smart App Business Solutions?
Experience
We have been providing best practices for project control and efficiency in the industry using our structured and systematic process. We ensure that your projects are a success with our unique process.
Microsoft Platform Integration
We link Business Central with the rest of the Microsoft suite, requiring you to register simply once and then access all programs as needed. Microsoft 365’s components are fully integrated, ensuring a continuous flow of information. For example, you can sync contact information between Outlook and your ERP system. As a result, you only enter data once.
Secure
With Microsoft Azure, you have access to all your information in the cloud, so you will never lose your information or be without functionality.