Archiv für die Kategorie: CRM

We strongly believe in productive chatting to become the future way of working. We introduced Teams Productivity to interact with BPA software solutions while chatting in Teams and search for documents and items without leaving the chat box. Now, we are announcing Teams Forms for end users to easily register any event or request while discussing in Teams.

Select a form to complete in a Teams discussion.

Imagine you are discussing in Teams and need to assign a task related with the discussion, register a non-conformance, a sales opportunity or request for a document while chatting in Teams. This is now possible with no need to leave Teams and lose context.

Simply select a form among the available form templates. Unlike Microsoft Forms which are disconnected from the business software, Teams Forms include your business data, like list of products, stakeholders, processes… and can be assigned to internal collaborators.

Register a non-conformance while discussing in Teams, and keep the business context.

Once submitted, the form data is saved in the BPA software and triggers automated workflows for quick treatment and resolution.

After registration, a card displays in the Teams discussion flow, ready to be shared with team members.

Power users can create forms in minutes without leaving Microsoft Teams and simply select the main list and fields to display in the form.

Power users design Teams Forms in minutes, directly within Microsoft Teams.

Teams Forms makes it easy for end users to register forms while discussing in Teams with no need to access the BPA software, enabling the future of work.

>> Ask us for a product demonstration

The new Dynamics 365 (Business Central) connector will be released shortly with the objective to provide seamless D365 connectivity when working in BPA software solutions.

Dynamics 365 Business Central is an ERP software with modules for finance, cash management, sales, and purchasing management.

Dynamics 365 gains popularity and it becomes strategic for BPA to bring powerful QMS capabilities to the Microsoft Business Central community. The new D365 connector makes it easy to extend Dynamics 365 with robust quality management features, like compliance document, audit and nonconformity management.

When registering a supplier nonconformity in the QMS software, it’s needed to retrieve seamless data about the supplier (vendor) and the purchased article (item) from D365. A choice column allows to search for a vendor or article by typing. Related information like the vendor city, or number will be  retrieved in read-only fields.

Nonconformity registration form with vendor and article data from Dynamics 365.

The collected data from D365 are registered in the QMS, available for search, reporting or view grouping.

Supplier nonconformities grouped by D365 vendor in the QMS software.

Once a secure connection to Dynamics 365 has been established in the BPA software settings, new tools are available in BPA Form to map D365 fields with BPA columns. It’s quick and easy for power users to add D365 data in any form.

Form designer in the BPA software, with external data options and field mapping.

The new Dynamics 365 connector makes it easy to seamlessly connect with D365 data when working with BPA apps and avoid redundant data in different systems. Typical use cases are nonconformities linked with customers, vendors, and supplied or delivered products, audits linked with suppliers, and sales opportunities linked with customers.

The connector is soon available as a premium option (priced separately).

Ask us for a product presentation

A great sales organization needs a CRM software to track daily tasks related to sales opportunities and drive sales. When a deal is signed, quality management is key to deliver the right products and services to your customers.

In the context of quality management, it’s crucial to have daily follow-up activities with important stakeholders and internal staff to make sure clients are satisfied, to drive continuous improvement, and to reduce costs.

The BPA QMS software is interfaced with Microsoft Planner for robust task management.

We have interfaced our QMS software with Microsoft Planner for robust task management. Tasks can be added easily from the software or a Teams discussion. While chatting in Teams, collaborators can ask the QMS and share interactive cards with their colleagues.

Above all, a great task management tool must provide a robust reminder system to guarantee tasks are done timely. This is the great benefit of Planner. Each collaborator get reminded about their tasks and receive one single periodical notification with all pending tasks grouped by due date.

The integration of your QMS with Planner brings a robust task management system and ensure tasks are done timely to reach your quality objectives.

>> Ask us for a Free Trial

Microsoft Planner is great tool for task management, available in your Microsoft 365 subscription plan.

BPA has launched a new project to interface our QMS and other apps with Planner for better task management.

Planner tasks in BPAQuality365, grouped by modules in buckets.

In the context of a quality management system, task management is obviously an important topic. From a technology perspective, task management is challenging.

With Planner, Microsoft has introduced a simple tool for task management, including a great visual interface to view tasks by topics with easy drag and drop features. A robust task notification system alerts end users for assigned tasks, and remind them for late tasks. A recurring reminder alert is sent to assignees, including all upcoming or late tasks. End users can view their tasks in Planner but also in Teams and get alerts and reminders in Outlook.

A reminder alert including all upcoming tasks assigned to the end user.

Planner QMS Extensions allows to create Planner tasks from any QMS item or document and keep the source item as a link in the task for easy access by end users. Tasks can be viewed in the QMS, grouped by module in buckets. Also, we plan to have Planner tasks created from QMS cards while chatting in Teams, read more about QMS Cards in the article QMS Teams Extensions.

Good news for Microsoft Teams aficionados, your assigned tasks can be viewed directly in Teams, like workflow approval requests and QMS-related discussions.

As a conclusion, BPA Apps bring all Microsoft 365 technologies together in the context of quality and continuous improvement, and provide innovative tools for team working and collaboration without changing users habits.

While Teams and Planner QMS extensions are soon available, you can already test the latest version of our QMS app.

>> Ask for a Free Trial