FAQ on CRM and awisto briefly explained
Here we answer common questions about awisto, Dynamics 365 CE, Power Platform, CRM Add-ons, interfaces, industry solutions and collaboration. The answers provide initial guidance and help you quickly identify the right topics for your CRM project.
Frequently Asked Questions about CRM, Solutions and Collaboration
General Questions about awisto
awisto supports mid-sized companies with CRM, processes and digitalization in the Microsoft environment. The focus is on Dynamics 365 CE, Power Platform, CRM Add-ons, interfaces, mobile solutions and industry-specific CRM projects.
awisto works primarily with mid-sized companies that want to better structure sales, service, marketing, field service or industry-specific processes. Common industries include medical technology, pharmaceuticals and cosmetics, manufacturing, and care and support services.
awisto works with, among others, Dynamics 365 CE, Power Platform, Power Apps, Power Automate, Power BI, Power Pages, AI Builder, Copilot Studio, Microsoft 365 and Azure. Which solution makes sense depends on the company’s processes, systems and goals.
awisto combines consulting and technical implementation. The team analyzes processes, clarifies requirements, develops CRM concepts and supports the implementation, customization, training and ongoing management of Dynamics 365 CE.
A project usually starts with a conversation about goals, requirements, existing systems and current processes. Workshops, analysis, concept development, implementation and further steps can then be planned.
Questions about Contact and Collaboration
For general inquiries, you can reach awisto by email at info@awisto.de or by phone at +49 711 490 53 40.
It helps to include information about your company, existing systems, the topic you’re interested in and your main challenges. For technical questions, screenshots or specific error messages are helpful.
Yes, awisto can analyze, optimize and further develop existing CRM environments. This can include processes, data, interfaces, customizations, training and support.
No. An initial inquiry can also start with an open question. awisto helps clarify goals, requirements and possible next steps.
Yes, many coordination meetings, workshops, training sessions and support topics can be handled remotely. Whether on-site, hybrid or remote makes the most sense depends on the topic and the project.
Questions about CRM Consulting
CRM consulting clarifies processes, systems, data and requirements before a technical solution is implemented. The goal is a clear CRM concept that fits sales, service, marketing and management.
Many companies work with structures that have grown over time, Excel lists and multiple systems. CRM consulting shows where information gets lost, which processes slow things down, and how Dynamics 365 CE can be used effectively.
awisto looks at, among other things, sales, marketing, service, field service, data flows, interfaces and existing applications. Key users and departments can also be involved early on, so that the resulting solution fits everyday work.
The outcome is a clear target vision for the CRM project. This includes requirements, process ideas, possible system integrations and a roadmap for implementation, customization or further development.
Not prematurely. Processes and requirements are clarified first. This makes it easier to assess whether Dynamics 365 CE, Power Platform, CRM Add-ons, interfaces or other Microsoft solutions make sense.
Questions about CRM Implementation
In a CRM implementation, Dynamics 365 CE is set up and customized to the company’s requirements and rolled out into everyday operations. This includes workshops, requirements analysis, development, testing, go-live, training and ongoing support.
Typical steps include kick-off, workshops, requirements analysis, implementation, testing, go-live, training and further development. The exact process depends on project size, existing systems and the desired processes.
Departments such as sales, service, marketing and management are important. Key users should also be involved, as they know the daily workflows and later play an important role in how the team uses the system.
Yes, relevant data can be prepared and migrated into Dynamics 365 CE. Before the data migration, it should be checked which data is needed, what quality it has and how it should be used in the new system.
Yes, awisto supports companies after go-live as well. This includes training, customizations, support, optimization and the ongoing management of Dynamics 365 CE.
Questions about CRM Implementation
CRM processes describe workflows related to customers, contacts, leads, quotes, service cases, field service, visit management and other customer-related tasks. Dynamics 365 CE can map and support these workflows in a structured way.
awisto supports, among others, sales processes, quotation processes, service processes, field service processes and visit management. Additional processes can be added or extended with the Power Platform as needed.
A CRM system only delivers value if the underlying workflows are clear. Good CRM processes help teams find information more easily, handle tasks in a traceable way and manage customers more effectively.
Yes, certain workflows can be supported or automated with Dynamics 365 CE and the Power Platform. Examples include tasks, notifications, approvals, workflows or the transfer of data between systems.
Not necessarily. Existing workflows are analyzed first. It is then decided which processes should stay, which should be simplified and where digital support makes sense.
Questions about Interfaces
Interfaces ensure that important data doesn’t need to be maintained multiple times. When Dynamics 365 CE and ERP systems are connected, sales, service and back-office teams can access more up-to-date information.
awisto has experience with ERP systems and applications such as SAP, Business Central, DATEV, Sage, CSB, Swing, DANtouch, archiving systems, business intelligence solutions, data warehouses, ELO, SharePoint and Power Pages.
Typical data includes customers, contacts, companies, products, prices, availability, quotes, orders, invoices, delivery notices, service information and KPIs. Which data makes sense is clarified during the project.
Yes, SAP connections can be implemented using suitable interfaces and adapters. For SAP integrations, Theobald Software, for example, can play a role.
Yes, ERP data can be used for reporting in the CRM or in Power BI. This makes it easier to visualize KPIs for sales, service or management.
Questions about Cloud Migration
Cloud migration means that an existing CRM environment is moved to the Microsoft cloud. In the process, systems, data, processes, interfaces and user requirements are reviewed and prepared step by step.
Common reasons include less effort for local servers, better mobile usability, flexible scalability and easier integration of Microsoft cloud services. Whether a migration makes sense depends on the existing system landscape and the requirements.
Typical steps include analysis, migration planning, data migration, configuration, integration, testing, acceptance and support after project completion. The migration should be planned so that ongoing operations are disrupted as little as possible.
Yes, existing interfaces to ERP systems, BI solutions, Microsoft 365 or other applications must be reviewed and included in the migration planning.
Yes, awisto also supports companies after the migration with questions, optimizations and the ongoing operation of the CRM environment.
Questions about Mobile Apps and Digital Field Service
Yes, Dynamics 365 CE offers mobile usage options. If the standard functionality is not enough, additional mobile solutions such as Resco or custom apps can make sense.
A custom mobile app makes sense when standard solutions don’t fit well with the workflows, roles, devices or corporate design. Especially in field service, specific processes can justify a dedicated app.
A digital field service solution can view customer data, plan visits, record visit reports, take orders, track quotes and pass information on to the back office.
Depending on the solution, offline use is possible. When choosing the right app, it is checked whether field service or service teams need to work without a permanent internet connection.
Possible options include the Dynamics 365 CE app, Resco or a custom-developed app. Which solution fits best depends on the feature scope, customization needs, offline use and the team’s way of working.
Questions about Training
awisto offers training for users, key users, administrators and developers. The content is based on Dynamics 365 CE, the Power Platform, the processes implemented and the respective roles within the company.
A CRM system is only used effectively if users feel confident working with it. Training helps build acceptance, understand typical tasks and use the system effectively in day-to-day work.
Yes, the training content can be tailored to the existing processes, roles and tasks. This way, participants learn not just general features but the specific workflows from their everyday work.
Yes, administrators and key users can learn to manage Dynamics 365 CE, support users, maintain security roles and make simple customizations.
Yes, training can be supplemented with digital learning materials. These help with review and support the team in everyday work after the implementation.
Questions about Customer Support
Support helps with technical questions, user issues, error messages, data questions, system optimizations and suitable extensions around Dynamics 365 CE and the Power Platform.
Support can be reached by phone at +49 711 490 534 44 and by email at support@awisto.de. For email inquiries, screenshots and a brief description of the issue are helpful.
Support is available Monday to Friday from 9 a.m. to 5 p.m., or by arrangement
Yes, TeamViewer can be used for quick coordination. This allows awisto to view the screen together with the customer and better understand technical questions.
For new project inquiries, the general contact address is better suited. Customer support is mainly intended for existing technical questions, user issues and systems already in operation.
Questions about Dynamics 365 CE
Dynamics 365 CE is a CRM platform from Microsoft for customer-related processes. It supports companies in sales, service, marketing, field service and customer management.
Dynamics 365 CE is suitable for sales, customer service, field service, marketing and other customer-facing processes. The platform can be customized and extended based on requirements.
Yes, Dynamics 365 CE can work together with Microsoft 365, Teams, Outlook, SharePoint and other Microsoft services. Which connection makes sense depends on the specific work process.
Yes, Dynamics 365 CE can be extended with the Power Platform, CRM Add-ons, interfaces, mobile apps and custom customizations. awisto reviews together with the customer which extension makes sense.
No, Dynamics 365 CE can also make sense for mid-sized companies. What matters is that processes, requirements and system scope are planned appropriately.
Questions about the Power Platform
The Power Platform is a Microsoft platform for apps, automation, analytics, portals and AI features. It includes Power Apps, Power Automate, Power BI, Power Pages, AI Builder and Copilot Studio.
The Power Platform can extend Dynamics 365 CE with apps, workflows, dashboards, portals and AI features. This makes it possible to add processes that aren’t sufficiently covered by the standard functionality.
Power Apps makes sense when custom applications are needed for specific tasks, roles or processes. This allows departments to get digital solutions that closely match their everyday work.
Power Automate supports recurring workflows, notifications, approvals and data transfers between systems. This can relieve teams and reduce manual intermediate steps.
Power BI is used to make data visible and analyzable. Companies can use it to create dashboards and reports for sales, service, management or other areas.
Power Pages enables portals for customers, partners or external users. This makes it possible to provide information, forms or processes outside the internal CRM system.
AI Builder brings AI features into the Power Platform. It can, for example, extract information from documents, classify emails, evaluate data or analyze images.
Copilot Studio is suitable for chatbots and digital assistants. These can answer customer inquiries, qualify leads or support internal processes.
Questions about CRM Add-ons
CRM Add-ons extend Dynamics 365 CE with practical features for everyday work. They help with tasks such as addresses, approvals, attachments, copies, events, documents, phone number formats or visit planning.
awisto offers, among others, AddressPLUS, ApprovalPLUS, AttachPLUS, CopyPLUS, EventsPLUS, OfficeIntegration, PhonePLUS and VisitPLUS.
AddressPLUS supports address inheritance in the CRM. Addresses can be maintained once and applied to linked records.
ApprovalPLUS supports approvals and authorizations in the CRM. Approval processes can be managed more transparently and tracked more easily.
AttachPLUS supports the management of attachments in the CRM. Media and documents such as PDF, Word, Excel or image files can be organized more centrally.
CopyPLUS makes it possible to copy complete records. This can be helpful for contracts, orders, quotes or similar processes.
EventsPLUS supports the management of events. This includes participants, certificates, resources and other organizational tasks within the CRM.
OfficeIntegration supports the creation of complex documents using CRM data. Quotes, contracts or other documents can be prepared using existing information.
PhonePLUS supports a consistent phone number format in the CRM. Phone numbers can be maintained in a more user-friendly and consistent way.
VisitPLUS supports visit planning and visit management. Field service teams can plan, document and evaluate customer visits more effectively.
Questions about Industry Solutions
CRM industry solutions combine Dynamics 365 CE, the Power Platform, CRM Add-ons and industry-specific experience. They help companies map the typical requirements of their industry more effectively in the CRM.
awisto offers, among others, CRM solutions for medical technology, pharmaceuticals and cosmetics, manufacturing, and care and support services. Depending on the company, additional requirements can be reviewed individually.
An industry solution takes into account the typical processes, data and requirements of an industry. This helps companies more quickly identify which CRM features, extensions and interfaces are relevant to them.
Yes, awisto supports companies in the medical technology sector with CRM solutions for sales, service, field service, device information, customer care and industry-specific processes.
Yes, awisto supports companies in the pharmaceuticals and cosmetics sector with CRM solutions for field service, customer visits, sample management, sales processes and mobile use.
Yes, awisto supports industrial companies with CRM processes for sales, quotes, customer inquiries, service, production integration and transparent customer information.
Yes, awisto supports facilities and companies in the care and support sector with inquiries, contracts, occupancy, communication and digital processes involving residents, relatives and partners.
Questions about References
Yes, awisto showcases selected references from CRM projects, Power Platform solutions, industry solutions, interfaces, mobile apps and CRM Add-ons.
The references come from, among others, medical technology, pharmaceuticals and cosmetics, manufacturing, and care and support services.
Yes, in a conversation awisto can identify suitable project examples or comparable experience. Not every project is publicly visible, but selected references give a good first impression.