QMS Software for Dynamics 365 CRM
Connect customer information with quality workflows for faster issue management and better traceability
BizPortals QCFlow Integration with Dynamics 365 CRM
Bring the right information into the right quality workflows.
Connect Dynamics 365 CRM with Your Quality Processes
Turn Customer Cases into Quality Workflows
Bring customer issues from Dynamics 365 CRM into the QMS for investigation and follow-up. Customer issues can be brought into BizPortals QCFlow as complaints and managed through investigation, root cause analysis, and follow-up. High-severity cases can also be automatically connected to CAPA workflows for structured corrective action.
Connect Customer Feedback to Quality Input
Bring customer feedback from Dynamics 365 CRM into BizPortals QCFlow as input for quality events or issues. Customer-reported concerns can be linked to quality events or issues, giving your team a clearer view of what customers are experiencing and helping them take the appropriate action.
Keep Customer and Product Context Connected
Connect CRM accounts, contacts, and product information with quality activities in BizPortals QCFlow. Teams can associate quality records with the relevant customer and assess CRM product details when managing incidents. This gives quality teams the context they need to trace issues to the right customer, contacts, or product.
Bring Service History into Quality Management
Link CRM service orders with quality records such as incidents, returns, and inspections in BizPortals QCFlow. This gives quality teams additional information to investigate issues, evaluate related service activity, and make better-informed decisions during the quality process.
Connect Quality Closure with CRM
Keep the CRM case connected to the quality process through closure. Investigation findings and root cause can be mapped to the CRM case, while closure comments can be reflected in the CRM case description. When the QMS transaction is closed, the CRM case status can also be updated to indicate that the issue is solved.
Keep Connected Records Up to Date
Ensure information exchanged between Dynamics 365 CRM and BizPortals QCFlow stays up to date as records change. This helps teams work from current information across connected processes without having to maintain separate versions of related records.
Recover Missing CRM Cases
Recover CRM cases that are not automatically transferred to the QMS. Teams can retrieve missing cases, recreate deleted transactions, and prevent duplicate records during synchronization. This helps maintain a complete and reliable record of customer cases in BizPortals QCFlow.
Maintain a Secure Connection Between CRM and QMS
Connect Dynamics 365 CRM and BizPortals QCFlow through a secure, controlled integration. The integration uses an Azure AD application and configured API credentials to authenticate communication between the two systems.
Integration With Other Enterprise Systems
BizPortals QCFlow supports API-based integration with a wide range of enterprise applications, including ERP, CRM, MRP, MES, and LIMS systems. Whether you use Acumatica, SAP Business One, Microsoft Dynamics 365, or another enterprise platform, BizPortals QCFlow can fit into your existing environment and connect quality processes with the systems that support your operations.
