Discover of new of efficiency with the Opten integration solution for Grepton Dynamics 365 for Sales!
Opten365 Integration
Now you can manage your partners more efficiently with our Opten integration solution for Microsoft Dynamics 365 CRM. The CRM system, extended with Opten company register data, allows you to quickly and accurately retrieve and update partner data and create new partners directly from the Opten database.
The partner screening standard proposed by the NAV, which helps to demonstrate due diligence when selecting business partners, can be supported. This increases security against payment, legal and performance risks.
Fast and accurate data retrieval
With the live Opten subscription, the data of the partners stored in the CRM can be updated at any time based on the Opten database. Updating partner data is simple, fast and automated.
You can create new partners in the CRM system directly from the Opten company database. Automatic loading of company data significantly reduces the administrative burden.
Extended partner profiles
With the integration, more than 20 types of company data ( e.g NACE, financial data, managers, location) will be available in the CRM system, giving you a more complete picture of your business partners.
Automatic data updates and version tracking
The data can updated with a single click and the date and time of the last update is recorded. If required, you can set Opten to run automatically
The partner screening standard proposed by the NAV, which helps to demonstrate due diligence when selecting business partners, can be supported. This increases security against payment, legal and performance risks.
Fast and accurate data retrieval
With the live Opten subscription, the data of the partners stored in the CRM can be updated at any time based on the Opten database. Updating partner data is simple, fast and automated.
Extended partner profiles
With the integration, more than 20 types of company data ( e.g NACE, financial data, managers, location) will be available in the CRM system, giving you a more complete picture of your business partners.
Automatic data updates and version tracking
The data can updated with a single click and the date and time of the last update is recorded. If required, you can set Opten to run automatically
Simple new partner creation
You can create new partners in the CRM system directly from the Opten company database. Automatic loading of company data significantly reduces the administrative burden.
- Opten Partner recruitment form – search by company name, tax number or company registration number with partial results
- “Add new partner” function – instant access within the CRM interface
- Fast track: partner – automatically uploaded form with Opten data
- Tax number-based partner update – also for existing partners
- Extended company data – financial data, legal representatives, statical numbers, locations
- Automatic updating in a parameterizable way – even by running a data request on opening
This solution is the ideal choice for any company that:
- Working with a large number of partners
- Need constantly uptated and accurate company data
- Automate partner administration processes
Grepton Zrt. has been providing complex enterprise IT solutions to Hungarian and international customers for more than 20 years. Our Dyanmics 365 experts will guide your company from understanding your business needs through implementation to long-term support! Our experience, methodology and customer-oriented approach guarantee a successful and sustainable implementation
Send us your contact details and we will contact you as soon as possible
or contact us at
+36 1 204-7730 or call us at +36 (0)112-7777!