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AgileXRM Concepts

What is AgileXRM

AgileXRM is an integration with and embedding of Agilepoint NX into Microsoft Dynamics 365.

AgileXRM allows users of Dynamics 365 to create powerful process-centric applications within Dynamics 365 that extend beyond out-of-the-box functionality to cater for more business requirements in an easier more manageable way.

With AgileXRM you can:

AgileXRM allows companies to build line-of-business applications rapidly within Microsoft Dynamics 365. Dynamics 365’s out-of-the-box functionality provides reasonable workflow and forms capabilities, enabling certain process automation. But managing real-world business processes with this limited functionality is impractical.AgileXRM brings true BPM functionality to the Dynamics 365 platform.

AgileXRM Components

Process Designer

AgileDialogs

Process Manager

AgileMonitor: Reporting & Monitoring

A perfect companion to complement the powerful Microsoft Dynamics 365/CRM reporting and analysis tools.

AgileMonitor provides Business Activity Monitoring (BAM) analysis to make decisions on the running processes in real-time. It allows the user to filter and select with ample criteria and define data points for further analysis and take action upon it.

e.g. How many complaints have not been answered within our SLA, Overdue deliveries in course, User group with the most workload etc.

The result of each report is a representation of the process model that a power user can interact with.

e.g. Reassign tasks, Change due dates, Send alerts to appropriate participants, Skip tasks, Cancel activities, etc.

Some functionality includes:

AgilePoint NX

AgileXRM is built on AgilePoint NX that provides full integration with all its capabilities.

AgilePoint NX is a cloud-based, digital-transformation platform that combines the speed and agility of general -purpose Low-Code with enterprise-class BPMS. AgilePoint NX empowers citizen developers to build almost any kind of custom app, from simple to complex, without writing code.

Microsoft Dynamics CRM / CDS

AgileXRM allows companies to build line-of-business applications rapidly within Microsoft Dynamics 365. Dynamics 365’s out-of-the-box functionality provides reasonable workflow and forms capabilities, enabling certain process automation. But managing real-world business processes with this limited functionality is impractical.AgileXRM brings true BPM functionality to the Dynamics 365 platform.

AgileXRM allows users of Dynamics 365 create powerful process-centric applications within Dynamics 365 that extend beyond out-of-the-box functionality to cater for more business requirements in a more manageable way.