Dynamics 365 CE
- Accounts & pipeline
- Won deals
- Customer service
Headless CRM
Headless CRM.
Headless CRM.
Your people talk.
The CRM keeps up.
Sales and new business people should spend their time with clients, not typing into CRM screens. With headless CRM they say what happened, by voice or chat, check a recap and log it. Vannda_OS fills the record in Dynamics 365 CE, routes it to its owner and shows leadership every lead as it lands.
Try it
Two headless CRM apps, working. Try them here.
Event Capture and Event Console are working demos built by Vannda for a live event. The people in the room log what happened by voice or chat, and leadership watches every lead land in the CRM and get picked up. Nobody opens a CRM screen to do it.
For the people in the room
Event Capture
From the meeting to the pipeline in ninety seconds. Say what happened, in any order. Vannda_OS asks only for what is missing, then shows a recap to check. Nothing reaches the CRM until the person presses the button.
- Voice or chat, switching whenever you like
- Two questions at a time at most, then a recap
- Every field shows whether it was stated, confirmed or inferred
- My log tracks each record into the CRM and on to its owner
Open full screen
Tap Play the demo in the phone to watch a capture run.
Person says what happened→Vannda_OS fills the record→Person checks and logs it→CRM updated, owner picks it up
The head · for leadership
Event Console
The view for the Chief Executive's office and the business units. Every capture as it lands, where each lead has got to at 30, 60 and 90 days, and a daily digest drafted each night.
- Every number opens the definition behind it
- Leads waiting more than seven days for an owner are flagged
- Restricted records show as totals unless you sit in the office
- The daily digest waits for someone in the office to approve it
Illustrative demos by Vannda: simulated data, an invented group, invented clients and people.
Across the apps
It starts in the CRM. It doesn't stop there.
Most client work crosses all three apps. Vannda_OS carries it from Dynamics 365 CE into Business Central and D365 HR*, and stops for a person at each decision. Two examples from project based firms.
CE · BC · HR
Lead to project to hire
A lead is quoted and won in CE. Vannda_OS sets up the project in Business Central, spots the skills gap and opens the role in D365 HR*.
Teams · CE · BC · HR
Change of scope
The project manager asks once in Teams. The change order, the budget, the team and the invoice plan all follow, once the account owner approves.
What you get
Dynamics 365 CE as the record. A headless app for the work.
The build gives you Dynamics 365 Customer Engagement as the system of record, plus a headless CRM app so your people work from Teams, Outlook or their phone. Vannda_OS orchestrates what happens next.
Headless CRM app
- Log calls and meetings from Teams or Outlook
- Move deals and send proposals without opening CRM
- Account changes and replies logged against the customer
Vannda_OS
- Won deal to project set-up in Business Central
- New project to resourcing in D365 HR*
- A person approves anything touching clients
D365 CE build from £15,000 for up to 10 users, with the headless CRM app included. Vannda_OS Orchestration from £2,000 a month. Prices exclude VAT and Microsoft licences.
Full pricingHeadless ERP and CRM.
The business runs. You decide.
Tell us where your sales team loses time to the CRM. We'll come back with a worked example and a fixed price.