In the ever-evolving world of solar installation, efficiency and automation are critical to success. We created our DynSOLAR365 browser-based and mobile apps to help solar firms manage projects and unify processes across various tech solutions. At launch, DynSOLAR365 featured native integration with the entire suite of Microsoft business applications, including Outlook, Teams, Power BI and Dynamics 365. We are excited to announce integration with Aurora Solar sales and design software.
Why Aurora Solar?
Aurora Solar is a leading platform for solar design and proposals. It typically operates siloed from other company solutions and CRM. This is where our integration provides additional value. For example, sales teams can manage new customer sales in Dynamics 365, leverage Aurora Solar to create system designs and proposals, and then hand off the process to DynSOLAR365 for project management and scheduling.
How We Did It
We employed Microsoft Power Automate and Aurora APIs to create a seamless flow between Dynamics 365 CRM, DynSOLAR365 and Aurora Solar. A connection made via Power Automate offers a variety of functionality. Here are examples of different actions DynSOLAR365 and Aurora can perform together:
- Create Designs: Seamlessly initiate new Aurora solar designs.
- Manage Users: List users, invite new users, and manage roles.
- List Modules and Inverters: Access detailed lists of available modules and inverters to ensure your projects have the right components.
- Update Projects: Keep your projects up to date with the latest information and changes.
- Add Photos to Projects: Enhance project documentation by adding photos directly through the connector.
Flexibility is Key
We intentionally utilized Microsoft Power Automate and Aurora Solar’s APIs to create a flexible, configurable solution for solar firms. The Power Automate visual interface transforms complex API integrations into digestible, flowchart-style processes. This means that Dyn365Pros or your internal team can:
- Create and modify DynSOLAR365-to-Aurora workflows without deep programming knowledge.
- Use Power Automate to visualize the entire process flow at a glance.
- Make adjustments rapidly as business needs change.
The combination of Microsoft Power Automate and Aurora APIs represents a powerful approach to solar business process automation. It bridges the gap between technical capabilities and business needs, allowing organizations to create and maintain integrations without incurring significant expenses.
The Bottom Line
By integrating Aurora Solar with DynSOLAR365, you can take your solar project management to the next level. Whether you’re a solar designer, project manager, or sales professional, our integration will help Aurora Solar users to streamline workflows and achieve greater efficiency.
Ready to transform your solar projects? Contact Dyn365Pros today.
