Test | Microsoft Dynamics 365 Customer Engagement Partner

Company segment	Industry	Challenge	Solution	Keywords
Medium Enterprise	Member Associations	CRM Replacement or Rescue	Scoping & Strategy	Membership Management, Customer Service, Finance or 3rd party integration, Click Dimensions, Portal, Data Migration (extensive)
Customer had an existing, ageing operational solution that was not aligned nor able to scale to meet their membership management requirements. The scoping study prioritised how Dynamics CRM was to be introduced as an enhanced operational solutions capability to manage their members/customers and community relationships, including a portal for member self-service, with extension to marketing automation. Findings were accepted.
Medium Enterprise	Member Associations	CRM Setup	D365 CRM Online	Membership Management, Portal, Customer Service, Finance or 3rd party integration, Data Migration (extensive)
Based on scoping study recommendations, implemented a Dynamics 365 Online solution to manage the entire member lifecycle, including all billings. Introduced a member portal to allow member self-renewals and access to policy articles.
Medium Enterprise	Member Associations	CRM Optimisation	Extensions & Integrations	3rd Party add-ons, Click Dimensions
Installation of the 3rd party marketing automation solution Click Dimensions, plus Onboarding - training of the marketing users and assisting them in getting initial campaigns operational.
Medium Enterprise	Member Associations	CRM Optimisation	Extensions & Integrations	3rd Party add-ons, Document Production
3rd party Documents CorePack added to manage the production and distribution of complex merged documents
Medium Enterprise	Member Associations	CRM Customisation	Extensions & Integrations	Website integration, Extend/enhance functionality, Workflows & Business Process, Portal
Extended the solution to allow members and non-members to claim rebates on specific products and services available through their CRM portal.
Medium Enterprise	Member Associations	Specialist Support	D365 CRM Online	Membership Management, Portal, Customer Service, Finance or 3rd party integration
Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements
Medium Enterprise	Member Associations	CRM Customisation	D365 CRM Online	Portal, Extend/enhance functionality, Workflows & Business Process
The ability to offer members additional financial products (such as insurance) as part of their membership package, and to renew online
Medium Enterprise	Member Associations	CRM Optimisation	Extensions & Integrations	Finance or 3rd party integration, Workflows & Business Process
Additional (alternate) payment gateway for collecting recurring credit card payments on membership renewals
Medium Enterprise	Member Associations	CRM Customisation	D365 CRM Online	Portal, Customer Service, Extend/enhance functionality, Workflows & Business Process
Extended the membership base to new markets, offering new products and services, with online applications and renewals
Medium Enterprise	Member Associations	CRM Optimisation	Extensions & Integrations	Portal, Finance or 3rd party integration, Extend/enhance functionality
Integrated portal and marketing campaigns to allow specific pricing and promotions to member segments, with capture pf payments
Medium Enterprise	Member Associations	CRM Optimisation	Extensions & Integrations	Finance or 3rd party integration, Portal, Property Management, Membership Management
Customer has an external spatial mapping solution, which sources property and property attribute data from CRM, to then build a PDF map of the property, which is loaded into the CRM portal for access by members.
Medium Enterprise	Member Associations	CRM Optimisation	Extensions & Integrations	Finance or 3rd party integration, Portal
A portal extension that allows members and non-members to apply and pay for a specialised service, issuing a redeemable certificate.
Not-for-Profit	Aged or Health Care Services	CRM Optimisation	Extensions & Integrations	Other Marketing Solution, Website integration, Finance or 3rd party integration
Customer had an existing Gravity forms based event registration page, and required integration with CRM to enable capture and matching to customer base, as well as capture of payment details through a payment gateway.
Not-for-Profit	Aged or Health Care Services	Specialist Support	D365 CRM Online	Other Marketing Solution, Website integration, Finance or 3rd party integration
Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements
Small Business	Property & Construction	CRM Replacement or Rescue	D365 CRM Online	Property Management, Workflows & Business Process, Sales Management, Stakeholder Management, Extend/enhance functionality
Customer markets both high-rise and house and land packages, and was using Excel to capture prospect, client and partner details, as well as critical workflows to managing pipeline and purchases. Configured CRM to be a single source of truth and established workflows and processes to adminster the entire client lifecycle and all relationships.
Small Business	Property & Construction	CRM Customisation	D365 CRM Online	Excel templates, Sales Management, Property Management
Configuration of integrated Excel pivot templates that showcase the available properties to specific partners, converted into pdfs for easy distribution.
Small Business	Property & Construction	Specialist Support	D365 CRM Online	Stakeholder Management, Sales Management, Property Management
Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements
Small Business	Property & Construction	CRM Optimisation	Extensions & Integrations	Lead Management, Website integration, Property Management
Integrated leads from various property websites into CRM, for follow up by sales.
Small Business	Property & Construction	CRM Optimisation	Extensions & Integrations	Finance or 3rd party integration, Property Management
Additional capability to calculate commission on completed sales and to distribute reports to partners.
Medium Enterprise	IT Services	CRM Replacement or Rescue	D365 CRM Online	Sales Management, Workflows & Business Process, Extend/enhance functionality
Rescue of a D365 solution that was unable to become operational and live due to issues that could not be resolved by the original partner. We were able to rectify the issues and get the solution into Production and being used, and then extended the solution with enhancements and automations.

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