Weaver Technologies was founded in 2006 by Donald Weaver and is based in Fredericksburg, Texas. Though its headquarters are in Texas, the company can deliver enterprise-class solutions and services throughout the country. Weaver has maintained long lasting relationships with some of the most innovative pioneers in technology like Dell EMC, Citrix, Microsoft, and SonicWALL. Since 2006 the company has been working with organizations to develop IT strategies and enhance security for their daily operations. Weaver’s team of professionals work together to minimize the impact of their client’s IT issues so they can maximize their businesses’ value-add to their customers.
What made Weaver Tech think about re-engineering their current D365 CRM implementation?
Weaver Technologies had already implemented Microsoft Dynamics 365 (D365) CRM in the cloud when they reached out to Demand Dynamics for support. Demand Dynamics’ assessed the CRM implementation and recommended enhancing the integration between the modules to help Weaver gain efficiencies and enhance productivity in its operations – including Sales, Services, and ERP – which are supported by D365 Sales, D365 Field Service, and Business Central respectively. This was done in support of Weaver’s strategic decision, as a Microsoft partner, to standardize its operations on the Dynamics
The Re-engineering of processes & other enhancements
Migration of ConnectWise HelpDesk system to D365 Field Service
The management of Weaver’s Services function was migrated from a customized ConnectWise helpdesk tool to D365 Field Service in a phased approach. This, involved setting up Agreements, similar to ConnectWise to establish the framework of the Services relationship between Weaver and its Customer and issuing Work Orders (instead of tickets) to facilitate the execution of tasks. Field Service was also customized to handle Time Entry and Billing functions for different types of agreements, including Block Hours, Time & Materials, Recurring Revenue, and Projects. Custom reports were developed to track and manage service execution, time entry details of users and profit margins associated with the agreements.
Building upon the strategic initiative to leverage the system integration capabilities on the Microsoft platform, Weaver Technologies sought to strengthen the connectivity between its Sales and ERP processes. This was done by deploying the DemandDynamics Power Connector, an integration tool built which leverages Microsoft’s Power Automate platform, which enables a two-way integration of Account, Contact, Product, and Order data between the D365 Sales (CRM) and Business Central (ERP) platforms. This gives Weaver’s Sales and Accounting personnel greater visibility into successful sales opportunities as well as the subsequent shipping, order management and fulfilment. The Power Connector is more robust than the Standard Microsoft Connector software – allowing for the better management of customizations built in D365 Sales and Business Central – facilitating the successful passing of data between the two platforms and sending timely alerts to users if the integration has been delayed for some reason. The implementation of this solution has resulted in more streamlined, robust, and reliable operations for Weaver Technologies.
Dun and Bradstreet is a global company providing corporate analysis, insights, and analytics for business. Weaver Technologies partnered with Dun and Bradstreet with an aim to capture their credit worthiness information before reaching out to a prospective customer. The integration was done by pushing the D&B credit worthiness file to a secure FTP location and then integrating it with Weaver D365 Sales (CRM) application using Power Automate.
The reporting work done for the customer included developing Heat Map reports for the Sales team to measure effectiveness, track commissions, a (Sales) opportunity dashboard, and generating Finance KPIs to drive decision-making. The reports/dashboards were developed using Power BI and helped the customer to analyse the data in a more efficient manner.
How did the re-engineering help Weaver Technologies?
The Weaver Technologies team is extremely satisfied with their D365 CRM process re-engineering and Field Service migration operation and has been using the same for the last several months to streamline their operations and improve their sales efforts. The Field Service migration improved tracking of Weaver’s professional services delivery. Demand Dynamics continues to support Weaver Technologies and are their preferred long term Microsoft Cloud Service Solutions Partner.