Test | Microsoft Dynamics 365 Customer Engagement Partner

Company segment	Industry	Challenge	Solution	Keywords
Medium Enterprise	IT Services	CRM Upgrade	D365 CRM On-Premise	Platform Migration
Customer had an On-premise under a partner's hosting arrangement, but the relationship with the partner was terminated. The solution needed to be migrated to a different hosting platform.
Medium Enterprise	IT Services	CRM Customisation	D365 CRM On-Premise	Extend/enhance functionality, Workflows & Business Process, Customer Service, Sales Management
Customer introduced new business processes and rules for their customer service and sales management teams.
Medium Enterprise	IT Services	CRM Optimisation	Extensions & Integrations	3rd Party add-ons, Mail Chimp
Addition of 3rd party Mail Chimp integration for email marketing
Medium Enterprise	IT Services	Specialist Support	D365 CRM Online	Sales Management
Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements
Medium Enterprise	IT Services	CRM Optimisation	Extensions & Integrations	SharePoint integration
Installation of our add-on that enhances the standard SharePoint integration, improving the user experience and productivity of users
Medium Enterprise	Aged or Health Care Services	CRM Replacement or Rescue	Scoping & Strategy	Customer Service, Sales Management, Lead Management, Statutory Reporting
Customer was using an Access database, as well as multiple Excel spreadsheets to run a large and complex business with multiple business units. The Scoping Study identified how CRM could be rolled out to replace these legacy applications, and provide a single customer view, as well as operational efficiencies.
Medium Enterprise	Manufacturing	CRM Setup	CRM Kickstart	Sales Management, Order Management, Lead Management, 3rd Party add-ons, Mail Chimp, Customer Service, Website integration
CRM Kickstart to manage the Lead (through website integration), Opportunity and Order processes, along with Customer Service. Integration with Mail Chimp for marketing communications.
Medium Enterprise	Manufacturing	Specialist Support	D365 CRM Online	Sales Management, Order Management, Lead Management, Customer Service
Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements
Medium Enterprise	Manufacturing	CRM Customisation	D365 CRM Online	Website integration, Lead Management, SharePoint integration
Extension of a customer's Kickstart to include extensive integration with the website for Leads, and inclusion of our add-on for SharePoint integration.
Medium Enterprise	Legal & Accounting	CRM Setup	CRM Kickstart	Sales Management, 3rd Party add-ons, Mail Chimp
CRM Kickstart to manage the Lead and Opportunity processes. Integration with Mail Chimp for marketing communications.
Medium Enterprise	Legal & Accounting	Specialist Support	D365 CRM Online	Sales Management
Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements
Small Business	Adminstrative or Business Services	CRM Setup	CRM Kickstart	Sales Management, 3rd Party add-ons, Mail Chimp, Excel templates
CRM Kickstart to manage the Lead and Opportunity processes, including Excel templates for extended reporting. Integration with Mail Chimp for marketing communications.
Small Business	Adminstrative or Business Services	Specialist Support	D365 CRM Online	Sales Management
Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements
Small Business	Adminstrative or Business Services	CRM Replacement or Rescue	Scoping & Strategy	Lead Management, Sales Management, Workflows & Business Process, Customer Service
Customer had an existing Dynamics CRM solution that was not performing well or being supported by the original partner. We were asked to review the solution and provide recommendations on how to move forward, which were accepted.
Small Business	Adminstrative or Business Services	CRM Optimisation	Extensions & Integrations	3rd Party add-ons, Mail Chimp
Addition of 3rd party Mail Chimp integration for email marketing
Small Business	Adminstrative or Business Services	Specialist Support	D365 CRM Online	Lead Management, Sales Management
Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements
Not-for-Profit	Aged or Health Care Services	CRM Replacement or Rescue	D365 CRM On-Premise	Extend/enhance functionality, Lead Management, Workflows & Business Process, Statutory Reporting, Sales Management
Review and rescue of an existing On Premise solution that was not delivering required outcomes due to original poor design and deployment. Fixed and enhanced the statutory reporting and fixed a number of critical issues so that the solution was usable.
Not-for-Profit	Aged or Health Care Services	Specialist Support	D365 CRM On-Premise	Compliance Management, Statutory Reporting, Sales Management
Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements
Not-for-Profit	Aged or Health Care Services	CRM Customisation	D365 CRM On-Premise	Extend/enhance functionality, Workflows & Business Process
Performed a review of a rescued On-Premise solution with recommendations around changes to form design and data fields, to allow more efficient capture of information that would also support improved business process.
Not-for-Profit	Aged or Health Care Services	CRM Customisation	D365 CRM On-Premise	Extend/enhance functionality, Workflows & Business Process, Compliance Management, Statutory Reporting
Customer commenced servicing different government contracts, requiring additional business processes, and enhancements to their compliance and statutory reporting.

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