Event registration, check-in and GDPR consent
An upgrade to Dynamics 365, a portal for event attendees to register and check in, automated data imports and a GDPR consent solution.
What we delivered
- An upgrade from Dynamics CRM 2013 to Dynamics 365.
- An events portal. Attendees register for events and check in to them through a portal we built.
- Automated data imports. We automated the import process for an integration with a custom data provider.
- A GDPR solution. Consent is collected from contacts at various stages, and kept up to date from then on.
Why it is a good example
Events are where a membership body meets its contacts. A portal gives attendees one place to register beforehand and check in on the day.
The consent work matters for the same reason. Consent that is captured once and never revisited goes stale. This solution asks at the right moments and keeps the answer current.
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.
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.
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.