Microsoft Dynamics CRM is perceived as the ideal software to optimize the relationship between businesses and customers by automating processes. This system has provided a powerful platform for customer relationship management. Thanks to this platform, you will be able to create multiple customer-oriented solutions.

There is more. By combining Microsoft Dynamics CRM with K2’s enterprise business process capabilities, you have the opportunity to deliver business apps that span the enterprise.

Would you also like to create business apps by combining K2 with Microsoft Dynamics CRM? Below are just five benefits you’ll receive:

1. Workflow

Microsoft Dynamics CRM provides workflow capabilities that are perfect for short-lived entity manipulation workflows, like creating a follow-up phone call activity when a new lead is created.

For apps that need enterprise-level workflow capabilities, such as user interaction, integration with other LOB systems or comprehensive audit performance reports, you’ll need a bit more. This is where K2 really shines.

K2 workflows involve the right users, at the right time, to make better decisions. Users are given intuitive interfaces that provide a single view into information from Microsoft Dynamics CRM and other LOB systems.

That’s not everything. There is no need to duplicate that work in K2, because K2 can call Microsoft Dynamics workflows on-demand. Critical business processes are used consistently and work is done better and more efficiently.

2. Line-of-business integration

Microsoft Dynamics CRM is likely one of many line-of-business systems you need to integrate with. With K2’s SmartObjects framework, we provide no-code integration with any LOB system, including Micosoft Dynamics CRM, SharePoint, SQL Server, SAP, Oracle,, web services and many more.

K2 SmartObjects give you the ability to access and interact with data, in a consistent way, across all your applications without writing code.

You are able to use SmartObjects in K2 workflows and smartforms. An additional benefit: K2 SmartObjects are reusable. Therefore, they are the building blocks for all your K2 solutions.

3. Better user experience

Users of Dynamics CRM frequently need information from other systems to make good decisions or perform tasks. K2 smartforms is a browser-based enterprise forms platform for building forms for business process apps.

Smartforms can be built as standalone web forms or can be easily integrated into Microsoft Dynamics CRM, to provide users all the information they need across multiple LOB systems, without writing any code.

What is the key benefit of the K2 platform? It offers visibility and transparency to users. For example. The K2 View Flow is a real-time visual model of a running or historical K2 workflow instance. Embedding this model into a Dynamics CRM form is a simple way to give users insight into the current state of a K2 workflow directly from Microsoft Dynamics entity it relates to.

4. Visual design tools

K2 provides visual, drag-and-drop design tools for building K2 workflows and smartforms, and also for integrating with LOB systems via SmartObjects. Configuring workflow actions, like creating a new acivity in Microsoft Dynamics CRM or assigning a task to review to a group of users, can be achieved through a set of wizards that workflow designers step through when they design what will happen at each stage in the workflow.

Thanks to these visual tools you don’t have to write code to produce K2 solutions, but you compose them through wizard-driven user experiences and you increase the speed and ease of producing business applications.

5. Business solutions and extended relationship management (XRM)

By combining Microsoft Dynamics CRM and K2, you can deliver on the vision of XRM to solve business challenges across the enterprise. Combining the two to create business applications gives you a platform capable of delivering solutions that manage customer lifecycles or that reach more broadly into the business.

Microsoft Dynamics CRM and K2 complement each other well: K2 provides enterprise workflows that can support real business processes and extensive integration across the Microsoft stack and beyond, including Oracle and SAP. With the help of K2, Microsoft Dynamics CRM can cut across both technical and departmental boundaries.