Customer Education Webinars
Integrating your Dynamics SL with the Web
Watch a demonstration of solutions by Catalina Technology. Catalina provides an API suite for SL that is more comprehensive than what is included with SL for Order Mgmt., AR, AP, GL, Service, Purchasing, Project, and many other modules.
- Are you looking to provide the convenience of having customers manage their account information, view statements, or use auto-pay for their invoices?
- Do you want to provide your Field or Service reps with the ability to take deposits or down payments at the time of service?
- Are you looking to communicate with customers and service reps via SMS (text) messaging directly from Dynamics SL to provide faster response time?
- Would you like to integrate SL to other systems, like connecting SL to your Time & Expense entry system, helpdesk, or Dynamics CRM?
If you answered, “Yes” to any of these questions, then you will want to watch this online presentation.
During this session, Brian Wharton, President of Catalina, will show a few of his most popular solutions including:
Account Central – Online bill pay – Allow your customers access to a portal to view their statements and pay their bills so that you can get paid quicker.
API for Dynamics SL – Catalina’s full-fledged API for Dynamics SL to integrate to other applications, services, and systems.
SMS Central – Easily communicate with your customers and employees using SMS texting without any special app. Integrates directly into SL, CRM, Service, or your Help Desk system. 2-way messaging for order status, delivery notifications, service notifications, product documentation, surveys, and more.
Smart Connect – Smart Connect is a “no-code” integration tool that allows you to integrate with many different systems. Adding to Dynamics SL will open a world of integration possibilities.