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 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 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.
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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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Distribution | 17 | $2M | Hong Kong | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | 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 Teams | Audio Video and Web Conferencing | 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 Dynamics 365 Customer Service | Customer Support | 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 Power BI | Analytics and BI | 2021 |
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Buyer Intent: Companies Evaluating Unify Dots Services
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