Enterprise-level IT Solutions Provider Enhances Operations with Dynamics 365 CRM and Field Service

Our client is an enterprise-class IT solution provider based in Texas, USA. With strong relationships with technology leaders like Dell EMC and Microsoft, the company specializes in IT strategies and security enhancements to minimize IT impact and maximize business value for organizations.

• D365 CRM implementation hurdles: The client faced implementation challenges while setting up Microsoft Dynamics 365 (D365) CRM in the cloud, which led to potential operational disruptions.
• Integration gaps: The existing systems needed help integrating D365 Sales, D365 Field Service, and Business Central.
• Limited visibility: Difficulty tracking sales opportunities and order management due to disjointed data across modules.
• Unoptimized resources: Inefficient workflows wasted time and resources and hindered overall business performance.

• Service function migration: A customized ConnectWise HelpDesk system was migrated to D365 Field Service for adept Service function management.
• Field Service customization: Customization of Field Service for agreements, work orders, time entry, and billing.
• Robust CRM-ERP integration: Deployment of LevelShift Power Connector for full integration of D365 Sales (CRM) and Business Central (ERP).
• Credit-worthiness integration: Integration with the D&B (Dun and Bradstreet) company to capture credit-worthiness information before reaching prospective customers.
• Systematic data analysis: Development of Heat Map reports, Sales opportunity dashboard, and Finance KPIs using Power BI for seamless data analysis.

• Streamlined processes: Re-engineered workflows and integrated systems boosted efficiency, saving time and resources.
• Enhanced visibility: Stronger CRM-ERP connectivity enabled better decision-making and improved tracking of sales opportunities and order management.
• Intuitive interface: The re-engineered system offered a seamless user experience, making it easier for employees to navigate and use the platform. This led to increased user adoption and satisfaction.
• Data-driven insights: Power BI reports provided valuable insights and empowered employees with actionable data to optimize their work and make informed decisions.
• Credit-worthiness insights: Integration with Dun and Bradstreet facilitated better risk assessment and informed sales strategies.
• Long-term partnership: Ongoing support from LevelShift ensures continued success and adaptability to evolving needs.

The integration and enhancements provided by LevelShift have transformed operations, streamlined processes, and empowered users. The company is now well-equipped to achieve robust and reliable operations. The ongoing partnership with LevelShift ensures continued support and success in adapting to future needs.