Dynamics 365 Sales, made to fit the business
New forms and views, data brought in from other systems, a link to their marketing platform, automated weekly reports and a custom plugin for email.
What we delivered
We helped the firm make Dynamics 365 for Sales work the way they work.
- New forms and views, so people see what they need for the job in front of them.
- Data imports from their other systems.
- Integration with their marketing solution.
- Automated weekly reports. Power Automate flows generate the reports and email them.
- A custom plugin that helps categorise emails.
Why it is a good example
Dynamics 365 for Sales out of the box suits nobody exactly. The difference between a CRM a sales team uses and one it avoids is usually careful fitting: the right fields on the right screen, the data already in place, and the routine reports arriving without anyone building them by hand.
It is also a fair picture of the range of the work: configuration, data, integration, automation and custom code, on one engagement.
A delivery process adopted as the group standard
Quality assurance of a Microsoft partner's programme. The delivery process built to demonstrate a better way was adopted as the group standard.
Pipelines and environments for teams in five countries
Advice on pipelines and environments for a transformation programme with teams in five countries, inside strict data-protection rules.
Start with a delivery health check.
One to two weeks on your Dynamics 365 or Power Platform estate, ending in a written report and a costed plan.