We are passionate about your staff, partners, and customers loving our energy efficiency tools.

Features & Functions

Dynamic DSM leverages the Microsoft Dynamics suite of functionality to provide a feature-rich portal environment within a configurable framework.

Customer Portal

Your customers have the ability to apply online as well as view status reports of their applications. You need them to digitally agree to terms.

Anonymous Customers

Some customers are not tech-savvy. You want these visitors to be able to apply for rebates without being required to first log in.


Partner Portal

You want your Contractors and Trade Partners to be able to work on behalf of customers, including applying for rebates and uploading requested documentation.

You want your Inspectors to be empowered to easily perform onsite audits within the system.

You want your Delivery Agents to upload their list of Projects and Measures along with their Invoices.

You want your Evaluators to be empowered to have access to all Project or Program data.


Power BI Forecasting & Goals

You want to see a report that shows if you are on track to reach your forecasted KPIs and Goals.

You want your internal users as well as Customer Portal and Partner Portal users to be able to select and filter the report data directly within the screen.



 You need employees to be able to access the system from their mobile phones and tablets.

You want Contractors to perform assessments onsite and provide customers with reports.

You want Inspectors to visit customers and perform validations and upload documents.

You want your Customers to fill out applications on their tablet or mobile device.  


Microsoft Dynamics 365

You need a platform that includes security, tracking, automations, portal, and mobile – as well as reports and dashboards. 

Your reports should be configurable and interactive – even for non-technical users, partners, or customers.


Microsoft Azure Security

You need a system that includes the #1 certified security platform in the world.

You want certain data locked down all the time and non-editable. Other data should only be locked down conditionally.


Measures across Programs

You want to be able to track Measures across all of your programs. You need some Measures to be calculated differently for each program.

You want to be able to track multiple types of calculations for various types of Measures.


Rebate Shopping Cart

You want your rebate applications to look modern and provide the look-and-feel of familiar sites such as Amazon or ebay.

Application Processes

You have a clear as well as complex processes.

You have multiple types of applications – with each having a clear process.

Each process step includes multiple validation requirements.


Audit & Inspections

Your perform residential and commercial/industrial audits.

You want your partners to be able to track all the details in the DSM system in real time.


Bulk Project Uploader

Some programs are tallied outside the system and just need to be uploaded.

Your partners track their projects in their own software systems and just want to run an upload and have all the system automate everything.

You want the responsibilities for all tasks to be instantly created and assigned

Measure Calculators

You want to design and configure your own measure calculators. You need to apply one calculator to multiple measure templates.

You need the complexity provided by our integration with ESPCalcs, a configurable software tool by ESPLabs.


Branching Workflows

You want your workflows to include conditions.

You may need to skip some steps in your process.

You want the configuration interface to be simple. Drag-and-drop would be optimal.


Marketing & Lead Tracking

You need a singular system that also includes all aspects of Marketing (Campaigns, Segmentation, Email Blasts, Open/Click Tracking, Website Tracking, etc.)


Campaign Management

You want successful participants in one program to be profiled and automatically placed into a marketing campaign for another, relevant program.


Template-based Configuration

You want a simple implementation process that includes templates and pre-defined configurations that can be adjusted as needed. 

You don’t want to invent a new software. You just want to configure a flexible tool that covers all your requirements.


Incentive Payments

You want to pay customers and partners as well as impose approval threshold requirements.


Scheduling Platform

You want your Partners to be able to manage the availability of their teams.

You want your Customers to request appointments online and select their desired window of availability.

You want your Utility Staff to be able to manually or automatically assign appointments to Partners as needed.

You want your Partners to be able to log the assessment details while onsite and convert the assessment to a project where appropriate.


Email Notifications

You want to automatically communicate with your customer when specific milestones or thresholds are reached. 



You need a system that includes Customer Relationship Management functionality.

You require native Microsoft compatibility. Your team works in Outlook, Excel, Word, Exchange and SharePoint. 


Measure Phases

You want to be able to track Measure data at the beginning of a project, yet track the changes that have occurred when the customer has committed to the project as well as after the customer has completed installation. You want to be able to track multiple types of calculations for various types of Measures.


Staff Efficiency

You want your users to have a simple list of tasks. So when a step was completed by one department, you want this project and task to appear in the queue of the next assigned user. You might even want that user to receive an Email or Alert Notification or Outlook Task.

Intuitive Interface

You want an Interface that is completely customized for your Project Management process. You know there are a bunch of other nice features that are available, but you don’t want to confuse your users by showing them a host of buttons and modules they won’t need.


Project Tracking

You want to make sure that you don’t drop the ball on any project. You want to make sure that each step is either explicitly performed or explicitly skipped. Nothing falls through the cracks.


Integration Platform

You want to synchronize data with other systems. You want to avoid the human error that comes from copying and pasting.

You need a system that includes a native API or a proven tool like SSIS.


Microsoft Power BI

You need reports that are interactive and predictive. 

Your users should be able to drill down into the data in real time.


Task Queues

 You want each employee to be clear on their tasks – as well as which projects are in their court. You want them to have a single view of the various tasks they are responsible for so that nothing falls through the cracks. 



You want to be able to see where all Projects are at all times…on a single dashboard, with multiple options for segmentation. You want to be able to filter, sort, and even export your dashboards.

Introductory Video