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 |
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| Unify Dots | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP |
| 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 |
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Dextra Group Hong Kong | Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft SharePoint | Enterprise Content Management | 2022 |
In 2022 Dextra Group Hong Kong implemented Microsoft SharePoint as its Enterprise Content Management platform to centralize project and customer-facing documentation across its global offices. The SharePoint deployment is part of a broader Microsoft stack effort that follows the company’s move to Dynamics 365 Sales and an Azure hosting strategy, and it directly supports Dextra Group Hong Kong Microsoft SharePoint Enterprise Content Management as the organizational document repository and collaboration layer.
The SharePoint implementation was configured to serve as the primary project document repository and collaboration workspace, enabling document storage, version control, and controlled sharing of construction project files across teams. Microsoft SharePoint was used alongside Microsoft 365 and Teams to enable remote collaboration and to provide persistent access to project documents for field-based sales and engineering staff, while Power Platform apps were used to streamline related workflows such as travel and expense submission.
Operationally the solution was rolled into Dextra’s multi-site footprint and used to unify document handling across offices and work sites, supporting mobile and remote access for staff who spend extended periods on projects. The rollouts leveraged training modules prepared during the wider Microsoft deployments with Unify Dots, and early BI work and dashboarding via Power BI were aligned to the SharePoint content model with a roadmap to consolidate dashboards and reporting into a single source of truth.
Governance and adoption focused on standardized document structures, permissions and workflow handoffs to improve account management and contractor collaboration. As part of the broader Microsoft implementation Dextra maintained business continuity during COVID-19, reduced travel through virtual collaboration, and accelerated expense and document submission workflows, while CRM and infrastructure shifts produced explicit cost savings reported by the company.
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Dextra Group Hong Kong | Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft Power BI | Analytics and BI | 2022 |
In 2022, Dextra Group Hong Kong began deploying Microsoft Power BI to consolidate global information into a single source of truth. The Microsoft Power BI implementation was positioned as the companys Analytics and BI platform, scoped to deliver an initial set of custom dashboards with an explicit target of 37 dashboards by the end of 2022.
The implementation emphasized development of custom dashboards, centralized visual reporting, and standardized data models to support account management and sales forecasting workflows. Microsoft Power BI was configured to provide reusable report templates and scheduled data refresh processes, establishing a consistent reporting layer across the organization.
Architecturally, the Power BI deployment was designed to consume data from Dextra Group Hong Kongs Dynamics 365 Sales instance, Microsoft 365 collaboration assets including SharePoint and Teams, and Power Platform applications such as the Travel and Expense Power App, with data hosting and platform alignment on Azure. The project included an explicit integration roadmap to surface CRM-derived forecasts into a planned external Dynamics ERP connection for future supply chain and manufacturing planning.
Rollout and governance were coordinated with system integrator Unify Dots and aligned with the existing Dynamics 365 Sales rollout across 14 sites, reusing the same Azure tenancy and governance controls. Governance focused on establishing a single source of truth for global account management, phased dashboard delivery across sites, and integration planning to ensure Power BI supported sales, after-sales engineering, and corporate planning without duplicative reporting.
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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.
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Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft Teams | Audio Video and Web Conferencing | 2022 |
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Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft 365 | Collaboration | 2022 |
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Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft Azure Cloud Services | Application Hosting and Computing Services | 2022 |
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Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft Power Apps | Apps Development | 2022 |
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Distribution | 280 | $60M | Australia | Microsoft | Microsoft Power BI | Analytics and BI | 2021 |
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Distribution | 280 | $60M | Australia | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2021 |
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Distribution | 280 | $60M | Australia | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | 2021 |
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Buyer Intent: Companies Evaluating Unify Dots Services
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