Dynamics 365 CRM Implementation for an Engineering Design Company - Case Study

1. Customer Success Story Dynamics 365 CRM implementation for an engineering design company to streamline business processes About the Client The Ohio based client ofers engineering design solutions and they have been providing consulting projects since 1954. Solution Benefits Migration from their previous CRM to Dynamics 365 Sales Cloud was carried out in a phased approach. 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. 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. The Sales module was customized to handle consultants’ information, contact demographics, and to manage profile codes. Next, we implemented a two-way seamless integration between SharePoint and D365 CRM. 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. www.demanddynamics.com