<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=300274639554297&amp;ev=PageView&amp;noscript=1">

Streamlining Legacy Platform with Dynamics 365 Data Centralization

Menu

THE COMPANY

A leading U.S.-based financial services firm offering investment and advisory solutions is setting new benchmarks in investment and advisory services, recognized for its unwavering dedication to precision and client-centric methodologies. Continually surpassing expectations, this company has consistently achieved remarkable milestones in revenue generation, elevating customer satisfaction to unprecedented levels. 

THE CHALLENGES

The company encountered hurdles in efficiently managing customer data and failed to track client interactions within a centralized system. In response, adopting Microsoft Dynamics 365 Sales (D365 Sales) became pivotal. They initiated configuring and customizing the platform to suit their specific requisites, aiming to streamline Dynamics 365 data management. Concurrently, they pursued seamless integration with their legacy portal to synchronize data in real-time and amalgamate their telephony system with D365 Sales. This initiative aimed at harnessing the power of Power BI reports for in-depth data analysis and informed decision-making. 

Featured Insights

January 24, 2024

Tailoring Pet Care Excellence: Unleashing Personalized Product Recommendations through Adobe Campaign Standard

Introduction As a premier pet care industry leader based in Australia, this client specializes in delivering top-notch...
Case Studies
October 30, 2023

Digital Transformation with SAP Commerce Cloud

INTRODUCTION
Case Studies
September 13, 2023

Implementing Test Automation for Web Portal and Salesforce Service Platform

Introduction The Customer, a US-based provider, plays a vital role in equipping public utility rooms in the US and...
Case Studies
ACI_Logo
Possibilities
Redefined
X

Tell us about your vision,
Which challenges are you facing? What are your goals & expectations? What would success look like and how much are you planning to spend to get there?