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Dynamics 365-Based Solution for Sales Automation

A leading Microsoft Gold Partner from Tyne & Wear, UK approached us to create a Dynamics 365-based solution for the Sales department of their client, a leading integrated creative agency based in New York.

Requirement Outline

They wanted experienced .NET engineers with knowledge of Dynamics 365 Modules to implement Sales capabilities. Their client was using Microsoft Dynamics AX 2012 for the finance and operations functions. The legacy AX solution could not fulfill their needs for sales automation.

They wanted us to create a customized full-scale ERP/CRM solution to seamlessly manage the diversified and distributed sales teams of their client in London, Milan and New York. They also wanted our experts to handle user training and resource mentoring.

Our Approach and Solutions

  • Reviewed the HLD (High-Level Design) requirement document
  • Implemented Dynamics 365 Sales Module
  • Executed all the required customizations to meet their business requirements
  • Offered consulting service to fully understand customization requirements
  • Our CRM solution automated all the tasks that they used to do manually before
  • Implemented customer workflow
  • Generated reports in PDF in Dynamics 365 using Microsoft Flow
  • Installation and Configuration training to Dynamics and technical consultants in the UK
  • Development training for Dynamics consultants in the UK
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Dynamic 365 services United States

Tools & Technologies Used

Microsoft Dynamics 365, Office 365, Microsoft Flows, C#, JavaScript

The Outcome

Successfully brought digital intelligence to the client’s CRM needs. Had a wonderful collaboration with the client-side product owner helping us to get a positive edge to be their preferred Dynamics 365 solutions provider.

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