If you’re working with current trends for leasing cars, equipment, and other goods. It is a safe bet that you manage a vast array of equipment leasing processes. Also we can assume you manage documentation across multiple sources and channels. It’s a wild world, with stakeholders that span customers, dealers, third-party networks, government, and more. How can you ensure that your people “do the right thing right” when they’re navigating such an unruly landscape?
Start by standardizing and automating how equipment leasing processes and communications is sent and received. Then add in the checks and balances that instantly identify when it needs management by exception. DynaRent Lease Management for Dynamics 365 (and AX) gives you the configurable workflows, document management, and action management. Everything that can meet all those needs for your specific business. Let’s take a look.
Lease Management lets you tailor process steps and communications for specific roles. In addition it connects with DynaRent via mobile devices and interfaces. This way there is a standard sequence. No ad hoc data entry or lost information. When you complete the steps, data refreshes automatically across your entire system in the right places and take the right users to the next steps.
The key is action management. You can predefine triggers that identify every step in the process and automatically initiate next steps or information updates for all people, departments, and channels and devices involved. involved. For example:
Action management in DynaRent Lease Management sharply reduces manual input and back-and-forth across teams, departments, and customers. Combine this “triggered” approach with configurable process workflows and automated document management, and you’ll eliminate paper trails and create a hands-off work environment where you “do the right thing right.” Just as important, your employees and other stakeholders gain the freedom to focus on exceptions and proactive, strategic planning and new opportunities.