More power for your CRM

Dynamics 365 offers a multitude of possibilities. But as individual as industries and companies are, as individual are their processes and requirements – this is exactly why Add-ons are needed. We have pooled our experience, the feedback from countless projects and our technical expertise to create Add-on solutions that can be used individually and flexibly.

GDPR-compliant with the Data Protection Tool

Das Data Protection Tool von gorelate - DSGVO-konform bleiben!
  • Document the type and intended use of personal data

  • Grant requests for information from data subjects

  • Erase or anonymise data

Three requirements, one tool: Everything you need to be able to do with data due to the GDPR, you can do with the Data Protection Tool from gorelate.

Simple, fast and secure.

Flexible Grid – The flexible supertool that makes (almost) everything possible

  • In sales: fast entry of orders and offers, sales opportunity & lead management

  • In service: enquiries & field service

  • In HR: time tracking & accounting

Individual, flexible and structured – that’s how CRM works today! The gorelate Flexible Grid for Dynamics 365 offers truly undreamt-of possibilities. Because with the Flexible Grid just about anything is possible – in the most diverse areas. Let yourself be inspired by previous projects!

Machen Sie Ihr CRM so flexibel, wie Sie es brauchen - mit dem Flexible Grid

Serialised inventory management

gorelate, Serialisierte Bestandserfassung
  • Simply enter and serialise products – and then track them throughout their lifecycle

  • Benefit from the increased level of detail in warehouse management

  • Identify faulty batches and coordinate targeted recalls

All products and individual components have costs. In customer service, it is important to keep an eye on these individual components. It’s not just about efficiency or profit margin: we help customers from a wide range of sectors – e.g. healthcare, industry and technology – to comply with legal requirements (MPG, Product Liability Act) and document them appropriately through transparency and traceability.

StoreChecker – Artificial intelligence for intelligent shelf detection

  • Intelligent shelf detection – applicable within Dynamics processes or detached as a PowerApp

  • Recognition of products or brands through AI

  • Actual status documentation via photos – can be uploaded on site

  • Time saving through digital process optimisation

StoreChecker simplifies and structures POS monitoring, i.e. the checking of listings and facings at the point of sale. Your staff can record out-of-stock items with just two clicks. In addition to clear and efficient documentation, the information can also be used for comprehensive Power BI reports and sales analyses on the spot. In addition to saving an enormous amount of time, this also saves costs by eliminating processing steps.

gorelate, StoreChecker

TimeTracking – Record work hours efficiently

gorelate, Zeiterfassung
  • Recording of working hours according to ECJ, taking into account the permissible working hours, breaks and overtime

  • Monthly statements and reports

  • Simply book times to cost centres or projects

In gorelate TimeTracking time recording, authorisations, target working times and corresponding holiday calendars can be stored in specific working time profiles for e.g. different teams or different countries, which are automatically taken into account. During the entry of working time, a check of the data and authorisations takes place so that subsequent corrections are saved. At the end of the month, the month can be closed and a monthly report printed.

Scheduling – Connect Dynamics 365 and Outlook

  • Simple appointment scheduling integrated in Dynamics

  • Create appointments via drag and drop

  • Avoid duplicate booking and maintain overview through Outlook integration

With gorelate scheduling, planning processes are designed efficiently and clearly. Appointments are booked via drag and drop in Dynamics 365 without having to compare the Outlook calendar in parallel. Its bookings are already integrated.

gorelate, Terminplanung

Let’s talk about
your project

Don’t feel like clicking through our website? No problem, just give us a call! Let’s make an appointment and discuss your CRM challenges face to face.
We look forward to meeting you!

Tina Zembacher

4 + 0 = ?

CRM is an attitude, a philosophy, a passion. We support our customers by sharing our know-how, experience and certified experts with them.