BPA Platform

Report & Document Automation

Microsoft Dynamics AX Automated Customer Renewals

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Microsoft Dynamics AX Automated Customer Renewals

Are you looking at improving customer retention levels? Or are you looking to reduce the costs associated with your customer renewal processes?

Codeless Platforms' BPA Platform is a powerful solution for Microsoft Dynamics AX that enables you to automate the costly processes that are critical to the customer retention process.

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Microsoft Dynamics AX Improving Customer Retention Scenarios and Benefits

Common automated customer renewal processes implemented by our customers using Microsoft Dynamics AX include:

  • Automated creation and distribution of personalised email communications that are unique to customer/subscriber data
  • The automatic creation, printing and distribution of personalised direct mail via a mail fulfilment house
  • Automatic creation and distribution of call centre call lists based on business rules
  • Automated business alerts when valuable customers approaches the end of their contract/subscription period
  • Automatic creation and distribution of welcome packs or related product/services upsell communications
  • Automated creation and distribution of internal sales, financial and management reports

Common benefits achieved through automated customer renewals include:

  • Reduced attrition and costs
  • Eradicate time consuming administration from the renewal process
  • Improved financial performance
  • Increased employee productivity
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Microsoft Dynamics AX Web Service Integration

Learn more about Microsoft Dynamics AX connector.

Microsoft Dynamics AX Automated Customer Renewals starts from

BPA Platform

MS Dynamics AX Base Server

Starts from:

£3,500

Report & Document Automation

Report & Document Automation

The Report & Document Automation capability automates the creation and distribution of internal or external reports or documents.

Drag and drop scheduler

Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.

Automate reporting tools

Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.

Save and send

Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.

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