Partner integration in MS Dynamics processes

The following characteristics are maintained in a partner's account: How many installations he can provide per year, month and calendar week for the products heat pumps and district heating. In which zip codes can they offer this, for which manufacturers and in which time period. The installation on site at the customer's premises is divided into various work steps, all or some of which can be carried out by one partner. This is taken into account when planning the installation and, if necessary, the tasks at the customer's premises are distributed among different partners. A separate canvas app is programmed for customer acquisition by the partners, which enables customer data to be entered using a form and creates a relationship between the customer and partner for subsequent incentivization.