Visitor management in Microsoft Dynamics 365
Visitor management in Microsoft Dynamics 365
Visitor management in Microsoft Dynamics 365

Visit management with TSO-DATA visit report

Control your visit management directly in CRM-Dynamics 365

Provide your sales representatives with the relevant information so that customer visits can now be recorded, planned and evaluated conveniently, digitally, quickly and easily. The visit report makes the work of your sales and service staff much easier and ensures a structured approach.

TSO-DATA visit report - short overview

Visit management Addon for Dynamics 365
  • Sales and service management
  • Direct capture of customer information, reports and meeting notes
  • Mobile Apps with dictation function - Speech to Text
  • Reporting possibility
  • Review of past dates
  • Extension by questionnaire module possible

Visit report - Screenshots

Visit report participants
Visit report Summary
Visit report tasks

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You need further information about our CRM-Dynamics 365 Addon? Then please contact our experts directly or use the contact form below. We look forward to your message.

David Eggenhofer

David Eggenhofer

Sales Microsoft Dynamics 365

+ 49 (541) 1395-707

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