Customer management within the framework of a bonus programme at a transport association

The customer uses background systems to control the bonus program, which supply all necessary data to the Microsoft Dynamics 365 Sales System via interfaces. The REST API interface to Dynamics 365 and encapsulated REST API interface to Dynamics 365 Sales receives data on the points transactions (rewards and redemptions) as well as on the master data and opt-in settings of the end customers and stores these persistently in the Dataverse (CRM database). PTA GmbH adds required custom entities (customer flags, point movements, coupons, etc.) to the Dynamics 365 Sales System and enriches the standard entities used with additional fields. The forms of the entities are extended, workflows and plug-ins are programmed and all necessary views are provided. The Dynamics system serves as the basis for the email marketing automation with Optimizely, which is integrated into the CRM by PTA GmbH.