BE-terna Doxis Smartbridge Connector for Sales

Doxis SmartBridge for Microsoft Dynamics 365 Sales by BE-terna creates a comprehensive view of customers by building a bridge between Microsoft Dynamics 365 Sales and documents, workspaces and processes in Doxis. The Doxis connector automatically creates Doxis Workspaces for accounts, contacts, opportunities and more and updates them when the metadata is changed in Microsoft Dynamics 365 Sales. Documents and emails from Microsoft Dynamics 365 Sales are carried over to assigned Doxis Workspaces. With Doxis SmartBridge for Microsoft Dynamics 365 Sales by BE-terna, even users who do not have a Microsoft Dynamics login have access to all the relevant information in the business context in Doxis, including from other business systems.