Get ready for the digital future

The modern workplace of the future is characterized by digitalization: Artificial intelligence, more complex IT and business processes, and global communication between teams and customers are increasingly changing the way employees work. To meet these demands, your employees need integrated solutions that help them work efficiently and productively, regardless of location and at any time.

Support your employees with the Modern Workplace for your department. This allows you to quickly, easily and intelligently provide them with all the information, tools and added value they need for their daily work at the right point in the business process.

In addition to technical process consulting for the optimal use of Teams and SharePoint, we also focus on the Microsoft Power Platform as a low-code platform to support our customers in their digital transformation.

Added value for you and your employees

Every day, new innovations and tools are created that can drive your business forward and help you achieve this added value. But what is really important for the daily work of your employees? How do you get the right information, at the right time and in the right place?

  • Create transparency across all business processes

  • Simplify and automate your processes

  • Access all the information you need at any time

  • Increase employee productivity

  • Increase team and client collaboration

  • Boost your team’s creativity

Want to learn more about the Modern Workplace?
Our experts look forward to seeing you!

The right implementation of your Modern Workplace

Entrepreneurial success is increasingly linked to the digitalization of business processes. We help you to analyze and build them up in the best possible way. In this way, you create real added value for your employees! In doing so, you benefit from our many years of SAP and CRM experience coupled with the possibilities of the Microsoft Power Platform of Microsoft 365.

  • Simple: Your business process needs to be simple and fit perfectly into everyday life, without creating complexity for your users.

  • Fit: The Modern Workplace must be tailored to the needs of your employees. Only then will you get the best possible acceptance and associated process improvement.

  • Integrated: Of course, the Mordern Workplace must be fully integrated into your everyday life and connect the most common tools with each other in a coherent way. From Microsoft Outlook, to Microsoft Teams, to your CRM and SAP system!

How to integrate the Modern Workplace into your business units

Offer your employees a complete 360° view from the very first customer contact via e-mail. Contact, visit, opportunity, offer, order, and service information are available directly in Outlook.

Extend your CRM with Microsoft Power Apps

With the help of Power Apps, you can easily extend the classic CRM processes with the help of no-code and low-code and thus individualize your itmX crm.

Optimize your business processes with intelligent workflows and offer your users real added value. Whether it’s budget, quotation or other approval processes, everything is harmonized between CRM and MS Teams.

Automate communication between your CRM and Microsoft Teams and never miss any information. As a result, you always stay up-to-date, e.g. when opportunities are won or campaigns are successfully completed.

Offer your employees the opportunity to retrieve CRM information directly in Microsoft Teams (or via another channel) and receive urgent questions without having to log in to the CRM additionally. This saves you valuable time.


Create a central place for collaboration and integrate your CRM and Microsoft Teams. No matter which process step your employees start in, they will always find the right information – whether in CRM or Microsoft Teams.

Embed the collaborative capabilities of MS Teams into your CRM: This allows you to schedule meetings directly from the CRM MS Teams, access the teams and channels, and thus offer integrated process flows.

Use your SharePoint for centralized document management in your CRM. Easily access existing documents, check in new ones, or start editing. And all this with just one click.

Offer your employees the opportunity to retrieve CRM information directly in Microsoft Teams (or via another channel) and receive urgent questions without having to log in to the CRM additionally. This will save you valuable time.


Travel Guide Mock Ups

The itmX Travel Guide – your guide for successful CRM

Get an exclusive digital edition of our itmX Travel Guide. On 120 pages you will learn everything about current CRM topics and trends as well as international CRM projects – at the same time you will benefit from great travel tips for Santa Barbara, Hamburg, Singapore and more…

Connect the tools you love today

itmX Logo X
itmX crm suite
itmX crm suite

The integrated CRM suite for your marketing, sales, service and commerce

Micr
Microsoft Power Platform
Microsoft Power Platform

The low-code toolset your teams need to flexibly build solutions that move your business forward

MIcrosofrt Power Automate
Power Automate
Power Automate

The workflow engine for your business

Microsoft PowerApps
Microsoft Power Apps
Microsoft Power Apps

The user interface that allows you to create apps for mobile devices and tablets without any coding knowledge.

Microsoft PowerBI
Microsoft Power BI
Microsoft Power BI

The unified and scalable platform that allows you to connect to all your data.

SAP Logo
SAP
SAP

The strong ERP for your business

Outlook Logo
Microsoft Outlook
Microsoft Outlook

The central office for e-mails and appointments for your business

Microsoft Teams Logo
Microsoft Teams
Microsoft Teams

The collaboration platform for your business

SharePoint Logo
Microsoft SharePoint
Microsoft SharePoint

The central document repository for your business

Microsoft Logo
Microsoft 365
Microsoft 365

The productivity cloud for your business

drei schwarze Punkte
and many more...

… of the solutions you are using.

You can find out more about CRM and Modern Workplace in our following blog articles:

  • Künstliche Intelligenz

AI for an optimized CRM

Using AI to optimize customer relationship management How to guarantee even more efficient customer management by Robin Hartmann According to a bitkom study , [...]

Take the next step

Wir freuen uns auf Ihre Nachricht. Gemeinsam entwickeln wir eine Strategie, wie Sie Ihren Kunden ein einheitliches und persönliches Kundenerlebnis auf allen Kanälen verschaffen.

Robin Hartmann
Robin HartmannHead of Modern Workplace
robin.hartmann@itmx.de
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