Empowering Business with Microsoft Dynamics 365 ERP (D365 Finance , Supply Chain Management, Business Central), and Dynamics 365 CRM (CE, Customer Service, Marketing, Field Service), Microsoft Dataverse and Power Apps Platform
Case Studies -Microsoft Dynamics ERP, CRM and Dataverse
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Enhancing Sales Processes with Microsoft Dynamics 365
Project Overview:
Our client, a growing enterprise, sought to streamline and enhance their sales processes using Microsoft Dynamics 365 for Sales. They required a scalable solution to optimize workflows, improve user experience, and enable better data management for their sales operations.
Our Approach:
We collaborated closely with the client to deliver tailored enhancements, including:
- Designing Word templates for consistent and professional sales documentation.
- Customizing fields and entities to align with their unique sales process requirements.
- Developing workflows to automate critical steps in the sales process, reducing manual effort.
- Creating workflow activity plugins to extend functionality and improve process efficiency.
- Implementing a robust user security setup to ensure data integrity and secure access.
- Building a Sales Agreement App using Microsoft PowerApps for a seamless agreement creation experience.
Technologies Used:
- Microsoft Dynamics 365 for Sales: To manage and enhance the sales lifecycle.
- Visual Studio C#: For custom development and workflow plugins.
- Microsoft PowerApps: To deliver a dynamic, user-friendly application for sales agreements.
Outcome:
The enhancements provided the client with a streamlined and secure sales process, improving productivity and reducing turnaround time. The Sales Agreement App added significant value, enabling the sales team to generate agreements faster and with fewer errors.
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Case Study: Implementing Dynamics 365 Field Service for End-to-End Operational Efficiency
Project Overview:
Our client needed a comprehensive solution to enhance their service delivery and streamline operations. By leveraging Microsoft Dynamics 365 Field Service, we provided a robust implementation tailored to their business needs, focusing on configuration, integration, and operational workflows.
Our Approach:
We delivered a customized solution with the following key enhancements:
- Agreement-to-Service Process Configuration: Enabled seamless tracking from service agreements to execution.
- Opportunity-to-Project Plan Management: Streamlined the transition from opportunity creation to project task tracking and management.
- Third-Party eCommerce Integrations: Integrated platforms such as Amazon, Stripe, Walmart, Shopify, and QuickBooks for centralized order management.
- Logistics Integration: Connected ShipStation for efficient logistics and shipping processes.
- Order Management Implementation: Enhanced Dynamics 365 integration to streamline order workflows.
- Technician Site Work Order Processing: Developed a custom PowerApps application for technicians to manage and process work orders on-site.
Technologies Used:
- Microsoft Dynamics 365 Field Service: For service process automation and optimization.
- Microsoft Dynamics 365 Project Operations: To streamline project planning and execution.
- Microsoft Power Automate: For workflow automation and process efficiency.
- SharePoint: For centralized document management.
- Microsoft PowerApps: To create user-friendly mobile apps for technicians.
Outcome:
The implementation enabled our client to achieve operational efficiency, improve customer satisfaction, and integrate third-party systems seamlessly. The PowerApps solution empowered technicians with real-time access to work orders, enhancing productivity and reducing service turnaround times.
Let us help you streamline your operations with Microsoft Dynamics 365. Contact us to learn more!
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Case Study: Dynamics 365 Business Central Implementation for Streamlined Operations
Project Overview:
Our client required a robust ERP solution to unify and optimize their operations across Europe and the US. We implemented Dynamics 365 Business Central to manage sales, purchase, inventory, manufacturing, and eCommerce processes, providing a scalable and efficient solution for their global business.
Our Approach:
Key deliverables included:
- Functional Implementation: Configured and deployed Business Central modules for sales, purchasing, inventory, manufacturing, and eCommerce across Europe and US entities.
- Dataverse-Based Warehousing: Created visualizations for sales and financial KPIs using Power BI.
- Third-Party Integrations: Integrated logistics systems (3PL and Broekman) and eCommerce platforms (Amazon) to streamline operations.
- Distributor Portals: Developed a Distributor Order Processing Portal and a Salon Secondary Sales Portal using Power Pages.
- Business Central Extensions: Designed and deployed custom extensions to meet unique client needs.
Technologies Used:
- Microsoft Dynamics 365 Business Central
- Microsoft Dynamics Dataverse
- Power Automate
- Power Pages
- Power BI
- NAV AL
- Web Services
Outcome:
The implementation provided the client with an integrated platform to manage their operations efficiently. Enhanced reporting, automated workflows, and tailored portals improved productivity and ensured a seamless user experience across all business units.
Looking to optimize your operations with Dynamics 365 Business Central? Contact us today!