Seattle, 98134, WA,
United States
Unify Dots
Unify Dots, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Unify Dots collaboration with software players such as Microsoft empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Unify Dots | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP Financial Management |
| Unify Dots | Microsoft | Microsoft Dynamics 365 Field Service | Field Service Management | ERP Services and Operations |
| Unify Dots | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | CRM |
| Unify Dots | Microsoft | Microsoft Dynamics 365 Supply Chain Management | Supply Chain Management | SCM |
| Unify Dots | Microsoft | Microsoft Power BI | Analytics and BI | Analytics and BI |
| Unify Dots | Microsoft | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS |
| Unify Dots | Microsoft | Microsoft 365 | Collaboration | Collaboration |
| Unify Dots | Microsoft | Microsoft Teams | Audio Video and Web Conferencing | Collaboration |
| Unify Dots | Microsoft | Microsoft Power Apps | Apps Development | PaaS |
| Unify Dots | Microsoft | Microsoft SharePoint | Enterprise Content Management | Content Management |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
|
|
Dextra Group Hong Kong | Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft Azure Cloud Services | Application Hosting and Computing Services | 2022 |
In 2022 Dextra Group Hong Kong implemented Microsoft Azure Cloud Services to centralize hosting for its customer management and collaboration stack, marking a formal move into cloud infrastructure under the Application Hosting and Computing Services category. The Azure deployment was positioned to host Dynamics 365 Sales and complementary Microsoft 365 workloads, creating a cloud backbone for global account data consolidation and remote collaboration.
The implementation included Microsoft Dynamics 365 Sales as the primary CRM, with functional capabilities such as back-end automation for lead scoring and automated Excel data uploads that populate customer records. The solution landscape also incorporates Microsoft 365 collaboration tools including Teams and SharePoint, Power Platform low code apps for Travel and Expense, and Power BI for cross-site analytics, with an explicit target to expand from initial custom dashboards to 37 dashboards by the end of 2022.
Unify Dots served as the system integrator, delivering integration and training services, and leveraging experience integrating Dynamics 365 business applications with Dynamics AX environments. Operational coverage extended across Dextra’s 14 global sites, impacting sales, after-sales engineering, and HR expense processes, and the project included a planned integration pathway to connect Dynamics CRM records with an external Dynamics ERP for end-to-end forecasting and supply chain alignment.
Governance and rollout were executed with remote-first delivery and staff training modules prepared by Unify Dots, enabling a rapid, multi-site roll out of Dynamics 365 Sales in June 2021 and a continued phased shift of infrastructure onto Microsoft Azure through 2023. Initial governance focused on standardized data collection for customer interactions, dashboard rollouts, and automation of lead handling and data ingestion workflows.
Explicit outcomes called out by the customer include reduced CRM licensing and operating costs, Microsoft reporting a 60 percent reduction in CRM annual spending after moving to Dynamics 365, infrastructure savings of approximately 20 to 30 percent by shifting core systems to Azure, and productivity gains from the CRM Excel upload feature which saves each sales representative two to three hours weekly, quantified as 130 to 195 hours per week across the sales team.
|
|
|
Dextra Group Hong Kong | Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | 2022 |
In 2022, Dextra Group Hong Kong implemented Microsoft Dynamics 365 Sales to consolidate customer records and interactions across its 14 global sites, using the application classified under Sales Automation,Sales Engagement to create a single source of truth for account management. The deployment targeted sales and account teams that support global contractors and multi-site project workflows, aligning CRM-driven lead handling with field sales and after-sales engineering activities.
The Microsoft Dynamics 365 Sales deployment delivered core Sales Automation,Sales Engagement capabilities including centralized customer management, back-end automation for data ingestion, automated lead scoring and routing, and dashboarding for commercial visibility. The solution’s Excel upload capability was configured to automate bulk customer data imports, reducing manual entry and saving sales representatives two to three hours per week each. Dextra also applied Power Platform development to streamline HR expense workflows via a Travel and Expense Power App, extending operational automation beyond front-line sales.
The implementation was executed with Unify Dots as the systems integrator, leveraging their experience integrating Dynamics 365 with Dynamics AX environments and delivering training modules used in the rollout. The solution sits on Azure and interoperates with Microsoft 365 services including Teams and SharePoint for remote collaboration, while Power BI is being used to consolidate global information into executive dashboards. Dextra declared a roadmap to complete a full Azure cloud shift by 2023 and to integrate Dynamics CRM with an external Dynamics ERP, with an interim target of 37 custom dashboards by the end of 2022.
Governance and change efforts included partner-led training and remote rollout practices that enabled a largely virtual implementation across sites, and the CRM configuration introduced automated workflows to standardize lead follow-up and data capture. Outcomes reported explicitly include a reduction in annual CRM spend of 60 percent and infrastructure savings of approximately 20 to 30 percent from the Azure migration, alongside the quantified time savings from automated Excel uploads and improved remote collaboration via Microsoft 365. Future plans emphasize aligning CRM-originated sales forecasts into supply chain and manufacturing planning through a unified ERP integration.
|
|
|
Dextra Group Hong Kong | Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft 365 | Collaboration | 2022 |
In 2022, Dextra Group Hong Kong deployed Microsoft 365 as its Collaboration platform to standardize remote communication and document sharing within the local office and to align with the group level cloud strategy. This deployment complemented an earlier group rollout of Dynamics 365 Sales implemented in June 2021 across 14 sites, and sat alongside a planned full shift to Azure cloud infrastructure by 2023.
Microsoft 365 was configured to provide core Collaboration capabilities including Teams for virtual meetings and synchronous communication, SharePoint for centralized project document libraries, and the Power Platform for lightweight mobile workflows. The team put a Travel and Expense Power App into production to capture receipts and approvals on the road, and began instrumenting Power BI for consolidated reporting. Microsoft 365 was used as the primary front end for collaboration and mobile submission workflows while Power Platform delivered automation for HR and field operations.
The Microsoft 365 deployment was integrated with the group cloud architecture on Azure and operated in parallel with Dynamics 365 Sales, with explicit plans to integrate Dynamics CRM to an external Dynamics ERP. Dextra targeted a programmatic rollout of analytics with an initial set of custom dashboards and a goal of 37 Power BI dashboards by the end of 2022, intending to consolidate global data into a single reporting view. The implementation supported cross-site document access and virtual stakeholder engagement, improving continuity during pandemic lockdowns.
Governance activities included end user training and adoption support, leveraging training modules produced by Unify Dots during the Dynamics 365 engagement. Operational outcomes described in the combined program include reduced travel through Teams and SharePoint enabled collaboration, and automation in CRM that reduced sales data entry time via Excel upload. Cost outcomes tied to the broader Microsoft platform investments were reported as CRM software savings of 60 percent and infrastructure savings of 20 to 30 percent after moving services to Azure.
|
|
|
|
Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft Power BI | Analytics and BI | 2022 |
|
|
|
|
Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft Teams | Audio Video and Web Conferencing | 2022 |
|
|
|
|
Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft SharePoint | Enterprise Content Management | 2022 |
|
|
|
|
Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft Power Apps | Apps Development | 2022 |
|
|
|
|
Distribution | 280 | $60M | Australia | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | 2021 |
|
|
|
|
Distribution | 280 | $60M | Australia | Microsoft | Microsoft Power BI | Analytics and BI | 2021 |
|
|
|
|
Distribution | 280 | $60M | Australia | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2021 |
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Buyer Intent: Companies Evaluating Unify Dots Services
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||