Services: Dynamics 365 Sales

Online social lending platform achieve customization and automation...

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About the Client

About the Client:

The client is an internet-based social lending platform that encourages investors to purchase Real Estate Secured Dependent Notes to fund real estate-related loans.

Solution

Solution:

  • DemandDynamics helped boost business performance by implementing Dynamics 365 Sales with Business Central.  
  • Extensive customization to ensure all financial transactions associated with the online investment firm are fully automated and extensive integrations with the company’s custom website and with multiple financial institutions.  
  • Testing and deployment of integrations into Business Central were also well taken care of.  

Benefits

Benefits:

  • The client's team has enthusiastically been using their new CRM environment with an automated transaction process for several months now.
  • Their custom dashboards with Power BI have enhanced their social lending process.

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Leading Private Equity firm leans on D365 Sales...

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About the Client

About the Client:

The client is a successful private equity firm headquartered in Pennsylvania. They provide investment advice and portfolio management services to high-growth companies throughout the U.S.

Solution

Solution:

  • DemandDynamics helped integrate Dynamics 365 Sales with Dynamics GP and other operational systems, enabling collaborative data sharing with partners, and clients.  
  • This includes extensive custom reports for investment management and clients, including Power BI for dashboard views of critical information for management.   

Benefits

Benefits:

  • The client uses D365 Sales to track client communications enhancing its trusted relationships and delivering value.
  • The successful deployment has significantly enabled their portfolio and client base growth, maintaining a streak of brilliance in client satisfaction.

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Leader in wholesale home and garden décor grow...

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About the Client

About the Client:

The client is a wholesale home and garden décor business that focuses on bringing innovation, color, and fun into homes across the United States. 

Solution

Solution:

  • DemandDynamics quickly configured Business Central and Dynamics 365 for Sales and developed custom integration with SellerCloud. 
  • DemandDynamics also deployed Power BI that provides powerful business dashboards.

Benefits

Benefits:

  • The client settles on better business decisions through powerful business dashboards provided by power BI.
  • The client's operational efficiency and visibility to vital business information have considerably increased, boosting customer satisfaction.

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A Medical Device Manufacturing company Implements D365 Sales...

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About the Client

About the Client:

The client is a medical device manufacturing firm that sells products and services to patients, clinicians and distributors.

Solution

Solution:

  • DemandDynamics implemented both Dynamics 365 Sales and Business Central solutions.
  • Newly engineered sales process flow using D365 Sales was also implemented.
  • D365 Sales and Business Central integration helped the client facilitate a fully enabled sales process.
  • Apart from enhancing the sales and order management processes, Business Central provides them with robust accounting features.

Benefits

Benefits:

  • The client has seen enhancements in their sales and account processing related to customer service.
  • The accuracy and timeliness of recording transactions have greatly improved.

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