Microsoft Dealer Management System (DMS)

Our solution is a comprehensive software platform based on Microsoft technology that covers all processes related to trade in the automotive industry. Using the latest version of ERP class software - Microsoft Dynamics 365 Business Central, the DMS system offers advanced features that have been extended with additional functionalities to provide car dealerships with full IT support.

Dealer Managment System
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Full car dealership support

Dealerships face the challenge of professional customer service, with the simultaneous need to control many business processes related to e.g: ordering spare parts, servicing, finances and communication with the supplier's systems.​ ​

Microsoft Dealer Management System is a comprehensive and flexible solution for dealerships that combines the advanced features of Microsoft Dynamics 365 Business Central with the functionalities that are necessary to efficiently support car dealerships.

Support for the most important areas of your business

system do sprzedaży samochodów
Vehicle sales management

Easily manage sales of new and used vehicles. The DMS allows easy and intuitive offer preparation. Salespeople are informed about what further steps should be taken and when to contact a given customer.

Vehicle records

The unique VIN (vehicle identification number) is registered in the system allowing for vehicle data management and access to historical information, from the sales process to all inspections and service repairs.

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Communication with producers

Allows exchange of data regarding spare parts and cars using various protocols. Examples of such data exchange are the automatic generation of purchase orders, restocking items or updating order statuses.

Finance management

Easily manage accounting and finances along with access to all financial data in real time. Fast and accurate reporting processes and valuable business analyses allow you to efficiently respond to changes and effectively manage key processes.

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Spare parts

A useful tool for quick and transparent management of spare parts, from initial requirements, purchase orders and procurement, to forecasting and sales. The system stores detailed information about stock levels, reservations of parts for sales and service.

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Service and after-sales

The DMS provides a complete overview of the entire after-sales process, allowing management of service deadlines, service contracts, work tracking and invoicing. It helps to improve the quality of after-sales service by providing a detailed service history of each vehicle, repair status, contract data, etc.

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Business Intelligence

Business analytics and reports give you the ability to transform raw data into business insights and take strategic action. The DMS provides ready-made reporting and analysis that will help you make key decisions for your business.

CRM

DMS makes it easier to manage relationships with potential and existing customers and classify them according to specific criteria. It gives you control over current campaigns and the ability to analyse each potential customer in terms of sales opportunities.

Detailed system features

Functionality
Vehicle sales
Sale of new and used vehicles
Vehicle release planning
Reminders to follow up
Email confirmation
CRM
Management of marketing campaigns
Segment management
Organisation of events
Track all customer interactions, etc.
Marketing ROI by specific actions
Service and Maintenance
Management of service contracts (paid in advance)
Registration of repairs performed by subcontractors
Standard and extended warranty tracking
Manufacturer service campaigns
Internal orders
Invoicing a service order for multiple customers
Fully automated service and parts management
Automatic reservation of spare parts
OEM (original equipment manufacturer) interface integration
Assembly and disassembly of vehicles
Full service history of the vehicle
Reporting the demand for spare parts internally
Service operations and service packages: manufacturer's standard repair types for a specific make, model and version of the vehicle
Customised price list depending on the service zone and type - operation, external service, insurance claim
Types of service orders - general repair, body shop, paint shop, external service, etc.
Resource planning and resource skills
External service
Price lists/discounts for specific customers
Document flow: scheduling, offers, orders, invoices,
Resource productivity and efficiency report
Assigning tasks to service advisors
Time registration of mechanics using mobile devices
SMS Notifications
Spare parts
Master item - manufacturer's catalogues, price management, flexible configuration of templates
Automatic inventory creation based on supplier catalogue information and intercompany transactions
Easily import prices and discounts
Barcode system
Support for inventory management using mobile devices or barcode readers
Automatic reservation
Maintaining multiple price lists and discounts for different types of orders in both sales and purchases
ABC analysis in order to obtain a clear division into the most frequently ordered parts
Calculation of purchase and/or sale prices based on rules
OEM integration
Sending requirements to suppliers
Distribution of stock
Full control over inventory processing
Optimisation of stock levels
Generating a purchasing plan
Handling outstanding orders
Calculation of optimal order quantities
Parts order tracking and notification
Detailed reporting
Intelligent management of parts and tracking
Avoidance of warehouse stock shortages
Cost tracking
Email and SMS confirmation
Integration with Shopify
Finance
Zarządzanie finansami
Accountancy
Budgeting
Fixed assets
Consolidation
Reporting
Analysing and reporting in Power BI
Business analysis
Sales reports by brand, model, retailer, county and more
Sales report by car characteristics - number of seats, engine type, color, transmission, etc.
Efficiency of the service department
ABC Analysis
Income and expenditure trends by product lines, locations, counties, etc.
Comparison analysis - budget to actual performance
Complaints analysis
Communication with producers
Import of supplier's price lists for parts, accessories and replacements
Export of warehouse inventory data
Import of purchase invoices from suppliers
Sending the order confirmation to the supplier
Import of delivery confirmation from the supplier
Delivery details
Integration with the warranty system
Integration for data exchange with specialised software
Import of operational files
Real-time repair tracking
Updating information on ordered vehicles, dates, status and invoices
Detailed data on vehicle parameters (coming soon)
 Expand all functionalities
Vehicle sales
Sale of new and used vehicles
Vehicle release planning
Reminders to follow up
Email confirmation
 Expand all functionalities
CRM
Management of marketing campaigns
Segment management
Organisation of events
Track all customer interactions, etc.
Marketing ROI by specific actions
 Expand all functionalities
Service and Maintenance
Management of service contracts (paid in advance)
Registration of repairs performed by subcontractors
Standard and extended warranty tracking
Manufacturer service campaigns
Internal orders
Invoicing a service order for multiple customers
Fully automated service and parts management
Automatic reservation of spare parts
OEM (original equipment manufacturer) interface integration
Assembly and disassembly of vehicles
Full service history of the vehicle
Reporting the demand for spare parts internally
Service operations and service packages: manufacturer's standard repair types for a specific make, model and version of the vehicle
Customised price list depending on the service zone and type - operation, external service, insurance claim
Types of service orders - general repair, body shop, paint shop, external service, etc.
Resource planning and resource skills
External service
Price lists/discounts for specific customers
Document flow: scheduling, offers, orders, invoices,
Resource productivity and efficiency report
Assigning tasks to service advisors
Time registration of mechanics using mobile devices
SMS Notifications
 Expand all functionalities
Spare parts
Master item - manufacturer's catalogues, price management, flexible configuration of templates
Automatic inventory creation based on supplier catalogue information and intercompany transactions
Easily import prices and discounts
Barcode system
Support for inventory management using mobile devices or barcode readers
Automatic reservation
Maintaining multiple price lists and discounts for different types of orders in both sales and purchases
ABC analysis in order to obtain a clear division into the most frequently ordered parts
Calculation of purchase and/or sale prices based on rules
OEM integration
Sending requirements to suppliers
Distribution of stock
Full control over inventory processing
Optimisation of stock levels
Generating a purchasing plan
Handling outstanding orders
Calculation of optimal order quantities
Parts order tracking and notification
Detailed reporting
Intelligent management of parts and tracking
Avoidance of warehouse stock shortages
Cost tracking
Email and SMS confirmation
Integration with Shopify
 Expand all functionalities
Finance
Zarządzanie finansami
Accountancy
Budgeting
Fixed assets
Consolidation
Reporting
Analysing and reporting in Power BI
 Expand all functionalities
Business analysis
Sales reports by brand, model, retailer, county and more
Sales report by car characteristics - number of seats, engine type, color, transmission, etc.
Efficiency of the service department
ABC Analysis
Income and expenditure trends by product lines, locations, counties, etc.
Comparison analysis - budget to actual performance
Complaints analysis
 Expand all functionalities
Communication with producers
Import of supplier's price lists for parts, accessories and replacements
Export of warehouse inventory data
Import of purchase invoices from suppliers
Sending the order confirmation to the supplier
Import of delivery confirmation from the supplier
Delivery details
Integration with the warranty system
Integration for data exchange with specialised software
Import of operational files
Real-time repair tracking
Updating information on ordered vehicles, dates, status and invoices
Detailed data on vehicle parameters (coming soon)
 Expand all functionalities

Support for key departments

Service department

  • Different authorisation levels for system users improves work management.
  • Access to current information on the status of works in progress (RWT).
  • The retrofitting module enables automatic settlement of costs.
  • Intuitive service panel.
  • Easy reporting of settlements with service advisors and mechanics.

Service department

Spare parts department

  • Electronic access to the full chain of substitute parts provided by manufacturers
  • Possibility of defining prices and discounts depending on the producers, as well as the type of customers
  • Acceleration of warehouse processes thanks to full traceability of ordered parts in connection with a sales or service order.
  • Access to information regarding actual profit margins.
  • Integration with online stores.
  • Tracking and reporting sales taking into account specific criteria, e.g. manufacturer, time, type of customer.

Spare parts department

Inventory

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Access to the parts catalogue in the DMS system enables a convenient search engine for parts, shortening the order fulfilment time. In addition, employees gain full insight into the customer's purchase history and possible faults with the products. This can facilitate the process of diagnosing and solving technical problems and allows for more effective order and warehouse management.

Dealer Managment System panel
widok Dealer Managment System dla dilerów
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Dynamics 365 Business Central is part of the trusted, Microsoft product family, along with Microsoft 365 and Power Platform.

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Outlook

Create new contacts and offers for your clients, directly from Microsoft Outlook. View the current status of accounts and open client related documents, without having to switch to Business Central.

integracja bc z outlook integration

Teams

The integration of Microsoft Dynamics 365 Business Central with MS Teams enables the exchange of information contained in the ERP system directly within MS Teams.

microsoft teams i Dynamics 365 Business Central

Excel

Data contained in Business Central can be conveniently analysed and edited in Excel.

integracja business central z excel
microsoft power point

Power Point

Work together on presentations for clients, use an extensive library of ready-made templates or create your own projects.

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one note

One Note

Create meeting notes and to do lists and share them with your team.

OneNote
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SharePoint

Store and share files used in the ERP system. Collaborate with others in real time.

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Dynamics

Take advantage of integration with other products of the Dynamics family and work on common, up-to-date data.

Microsoft Dynamics 365 Business Central business operations
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Power BI

Effective analysis of data contained in Business Central is provided by dedicated reports, which are built into the system and can be viewed in a highly visualised, interactive manner through Power BI.

raporty biznesowe instant reporting
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Power Apps

PowerApps applications, integrated with Business Central, will help you to streamline processes in your company and eliminate the need for manually entering data from paper registration forms.

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power automate

Power Automate

Provides automation of repetitive processes, e.g. automatically saving an invoice incoming by e-mail to the appropriate library in Sharepoint.

power automate power platform
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Choose proven and reliable solutions. With a system from Microsoft, you can be fully confident that your software will always be up to date.

Additionally, an invaluable advantage of applications from the Microsoft Dynamics 365 family is their dynamic development in the field of artificial intelligence.

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Please contact us if you would like to learn more about our DMS for car dealerships

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