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Data integration with ERP (financial or accounting system) is common for CRM and eProcurement.
- relevant master data
- allocated budget and balance
- customer or vendor code
CRM / eProcurement ERP:
- relevant master data
- budget reservation, commitment, utilization
- customer or vendor code
- selected financial transaction data like proforma PO, invoice etc.
The actual data integration depends on the scope of the custom integration. Any mid-range to higher-end ERP system supports 2-way integration, which will not be any technical issue. Some other systems may need work around integration methods:
- Standalone desktop SME accounting application. . It is less feasible, perhaps, to do a periodic data export/import approach.
- Limited integration with a cloud-based financial system using a one-way API call does not support push or customized integration. However, there are workarounds for this type of integration.
- Legacy ERP system without integration API may have to use file-based batch processing for integration.
The other expects are not official integration but to leverage on existing systems, such as:
- Single sign-on or authentication with Active Directory (Azure AD)
- Customer’s email ID for SMTP email notification
In our past projects, we have integrated the following systems for specific needs:
- Human Resources Management System (HRMS) for employee’s latest profile (role, rank, reporting structure, business unit). The application’s delegation of authority or approval process depends on the business units and HR information.
- Warehouse or inventory management for inventory item auto replenishment (direct purchase).
- Computerized maintenance management system (CMMS) for work order integration and inventory auto-replenishment with eProcurement system.
- Line of Business (LOB) system with unique integration requirements.
- Online payment gateway
- Computer Telephony Integration (CTI) for call center
There are other feasible integrations for unique requirements:
- Digital or electronic signature
- Credit rating services
- Supply-chain financing services
- Marketplace
Most of the solutions have both deployment options and can be installed on-premise with the right server and software or run on the cloud. Here is a listing of the significant products listed in our solutions.
| On-Premise | Cloud | |
| Dynamics 365 Sales | Yes | Yes |
| Dynamics 365 Customer Service | Yes | Yes |
| SharePoint | Yes | Yes |
| Power Apps | No | Yes |
| WeManage Procurement | Yes | Yes |
V-Work recommended cloud solutions as they often have faster updates and are equipped with additional functionalities such as artificial intelligence.
Yes. WeManage Procurement can accept traditional invoices and the new LHDN-validated e-invoices. The integration with the IRBM e-invoice system is via the ERP system because the invoice number needs to be serialized.
The eProcurement system may charge a vendor registration fee or tender fee. Vendors pay these fees via the online payment gateway. The official invoice is generated by the ERP system (via integration).
Third-party omnichannel add-ons from ISVs are designed for Microsoft Dynamics 365 Customer Service. If we focus on the omnichannel supported by the Microsoft add-on product SKU, we can refer to introduction-omnichannel for updated information.
- SMS
- Voice (PTSN telephony service only available to selected countries)
- Microsoft Teams (swarming)
- Social channels such as Facebook, LINE, and WeChat
- Live chat and chatbot
Please refer to Microsoft’s official FAQ page about omnichannel:
https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/faqs