Leading Private Equity firm leans on D365 Sales...

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.

America’s First Craft Brewery Relies On Dynamics Gp...

About the Client

About the Client:

Client is America’s first craft brewery that has been a pillar of the community and a staple of San Francisco heritage since 1896. The brand offers a wide selection of delicious beers, and it is the last remaining brewery to produce California’s common beer (also referred to as Steam beer).

Solution

Solution:

  • Implemented Dynamics GP for streamlining the client’s core financials.
  • Along with the Dynamics GP platform, also implemented Horizons Manufacturing to ensure full process manufacturing and quality control.

Benefits

Benefits:

  • Client achieved financial clarity and increased operational efficiency 
  • Increased productivity because of low support requirements and easy user adoption.
  • Greater insight into manufacturing and inventory processes.

Pallet & Package Management Industry Leader Utilizes Dynamics...

About the Client

About the Client:

The client is a Native American-owned corporation that provides pallet management and packaging services to many Fortune 500 companies throughout the United States and Canada.

Solution:

Solution:

  • DemandDynamics initially identified and flagged multiple vital enhancements that are missing to fulfill their current business needs.
  • Enhanced client’s Dynamics 365 Finance & Operations environment by creating financial reports to support client’s expanding financial operations and helped them resolve multiple processing issues affecting their accounts payable remittance, freight calculations, and purchase orders.

Benefits:

Benefits:

  • Client can now easily monitor the performance of their financial operations in real-time, predict future outcomes, and make data-driven decisions.
  • Empowered users with reports, dashboards, and data
  • Single source of truth for financial information

California-based healthcare facility upgrades to the latest GP...

About the Client

About the Client:

Clients is a Southern California based Healthcare Facility. Their business brings people for various procedures and treatments into a wholistic living & healing environment. They used Dynamics GP integrated to 3 other major operational systems to help manage their entire facility.

Solution

Solution:

  • Analyze their existing legacy Dynamics system, and all of the system integrations
  • Collaborate with the client, Microsoft, and the 3rd party system experts to upgrade and re-integrate their new systems
  • Created advanced reporting and enhanced functionality in the newly upgraded Dynamics system.

Benefits

Benefits:

  • Enhanced functionality through the latest Dynamics GP software
  • Upgraded infrastructure for access, reporting and performance of the ERP system
  • Compatibility and Compliance met for the latest systems and requirements

Technologies

Dynamics: Dynamics GP
Technologies: Dynamics GP Upgrade, Point of Sales, SSRS, Advanced Reporting