Services: Dynamics 365 CRM

Canadian-based college elevates migrant support services with Dynamics...

Posted on by preludewebhosting

About the Client

About the Client:

The client is a non-profit organization dedicated to supporting migrants moving to Canada. They provide essential support and resources to help migrants adjust to their new lives in Canada.

Business Challenges

  • Inefficient systems: The organization struggled with outdated and ineffective systems that hampered their ability to provide support to migrants.
  • Inadequate data reporting: Lack of comprehensive data analytics made it difficult to track progress, measure success and to make informed decisions.
  • Less-than-optimal user experience: Migrants seeking assistance encountered difficulties due to a non-intuitive and cumbersome user interface.

Solution

  • DemandDynamics implemented Customized PFC modules to optimize program management and pre-arrival services.
  • User-friendly portals were designed for ease of access and interaction.
  • Custom CRM contact forms were developed for personalized assistance to migrants.
  • A Power BI-driven graphical reporting system was introduced for comprehensive data analysis.

Benefits

  • Streamlined processes led to increased productivity and a smoother migration support system.
  • The user experience was significantly enhanced, providing a more user-centric approach for migrants.
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Colorado based housing and finance company coordinate for...

Posted on by admin_dd

About the Client

About the Client:

The client is a housing and finance company that strengthens local communities by making loans to low-and moderate-income homebuyers, affordable multifamily rental housing developers, and small and medium sized businesses. Their service to the community extends beyond funding to education and technical assistance about affordable housing and economic development.

Solution

Solution:

  • Re-engineering of the existing CRM implementation with an assistance roadmap to enhance their systems.
  • Developed an enhancement on the OOB contact form by adding a new section to capture details of the members.
  • Configured the Knowledge Literature functionality in CRM and created different knowledge article templates as per requirement.
  • Developed some custom reports to benefit CHFA from a data analysis perspective. The reports included ‘Discussion Detail’, ‘Discussion Summary’ and ‘Heat Map’ report view.

Benefits

Benefits:

  • Customization the contacts provided the ability to capture secondary email addresses for users via a customized route.
  • Knowledge literature configuration helped them better understand requirements and to enhance customer relationships.
  • Custom reports benefited the client’s data analysis and provided a way to filter the report based on defined criterion.

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Dynamics 365 CRM implementation for an engineering design...

Posted on by admin_dd

About the Client

About the Client:

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

Solution

Solution:

  • 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.

Benefits

Benefits:

  • 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.

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