Dynamics 365 CRM implementation for an engineering design company to streamline business processes

About the Client

About the Client:

The Ohio based client offers engineering design solutions and they have been providing consulting projects since 1954.



  • Migration from their previous CRM to Dynamics 365 Sales Cloud was carried out in a phased approach.
  • Data was extracted and migrated to the Dynamics 365 CRM after an assessment of their current framework both of which helped them to de-clutter their data without any loss.
  • Next, we implemented a two-way seamless integration between SharePoint and D365 CRM.



  • The CRM helped them achieve their goals and created an intuitive data hub for business which was supported by the Sales module in D365 CRM.
  • The Sales module was customized to handle consultants’ information, contact demographics, and to manage profile codes.
  • Custom entities were created in the CRM and linked to OOB entities to map the company’s requirements.
  • The SharePoint integration strengthened the connectivity between files and documents stored in a local network drive and CRM.
  • The implementation of this solution has resulted in more streamlined, robust, and reliable operations for the company and their engineers.