Otis for Microsoft Dynamics
Otis reads live stock and contract pricing from Microsoft Dynamics and writes clean orders back, so quoting is instant and nothing is re typed.
An agent that speaks Dynamics
For merchants and distributors on Microsoft Dynamics, Otis adds an autonomous sales front end. It looks up real time availability, applies the pricing held against each account, builds the basket and posts the order back into Dynamics, so web and counter sales flow into one system with no manual keying.
What connects
Live stock
Real time availability from Dynamics.
Contract pricing
Customer and price list specific rates respected.
Order injection
Confirmed orders post back into Dynamics.
Product mapping
Messy enquiries map to the right items.
Two way sync
Stock and status stay current so quotes never go stale.
Secure by design
Scoped access on proprietary architecture owned by OptiFlow Technologies.
Working on top of Microsoft Dynamics
Microsoft Dynamics runs operations and customer data at scale across many organisations, holding a great deal about your products, prices and customers. What it does not do is answer the customer messaging you tonight, so a lot of that valuable information never turns into a timely reply.
Otis works on top of Dynamics, reading your live data, and turns it into instant answers and captured enquiries, so the customer intelligence you already hold actively wins orders around the clock.
Otis and Dynamics
Reads Dynamics data
Answers from your live Dynamics product and pricing.
Turns data into sales
Puts the information Dynamics holds to work answering customers.
Layers on top
Adds Otis on top of Dynamics without changing the core system.
Common questions
Which Dynamics do you support?
We connect through supported integration points for Dynamics environments used by merchants and distributors.
Is contract pricing handled?
Yes, Otis resolves the price the logged in customer would see.
Does it work at the counter?
Yes, the same integration powers the kiosk and the website.
How long to go live?
Weeks in most cases, depending on data quality.
See what Otis would capture for you
Book a strategic call and we will model it against your own numbers.