From quotation to contract: The quotation process in the energy industry with Microsoft Dynamics 365

Duration of webinar: approx. 45 minutes

Industrial customers are demanding. They expect tailor-made offers that take their individual requirements into account – from load profile data and delivery point structures to the right product combination (SLP, RLM or SLP&RLM).

In this free webinar, we will show you step by step how to implement such requests quickly, transparently and efficiently. From capturing all customer information to calculating outside of Dynamics to creating and submitting the final offer.

You will see live how the order is created, the contract is drawn up and market communication is automatically initiated. All in one continuous process – neatly documented and traceable at all times.

A highlight: you will experience how the Activities and Timeline functions provide a complete 360° view of your customers. This means that no information is lost and everyone involved always works with the same level of knowledge. The ORBIS data model ensures speed and efficiency.

What you can expect:

• Practical demonstration of the complete quotation process for industrial customers
• Efficient data entry, quotation and contract workflows
• Greater transparency thanks to activity and timeline management
• Accelerated processes with the ORBIS data model for the energy industry