Enterprise-Class IT Solution Provider Streamlines Operations with Integrated Dynamics 365 CRM and Field Service

Our client is an enterprise-class solutions provider based in Fredericksburg, Texas, founded by Donald Weaver in 2006. 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.

The client had siloed legacy systems and sought an integrated cloud-based solution to prevent everyday operational disruptions. Their legacy systems lacked seamless integration, leaving critical data fragmented across modules. This made tracking sales opportunities a challenge and complicated order management. Additionally, inefficient workflows drained time and resources, ultimately slowing business performance.

• Integrated system: Microsoft Dynamics CRM deployed on the cloud was integrated with their service solutions. Power Connector was deployed for robust integration of D365 Sales (CRM) and Business Central (ERP).
• Service function migration: A customized ConnectWise Helpdesk system was migrated to D365 Field Service for efficient service function management.
• Tailored Field Service solutions: Customizing Agreements, Work Orders, Time Entry, and Billing to fit your needs.
• Credit-worthy integration: Integration with the D&B (Dun and Bradstreet) company to capture credit-worthy 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.

• Re-engineered workflows and integrated disparate systems led to significant efficiency gains and resource savings.
• Enhanced CRM-ERP connectivity provided a holistic business view, empowering better decision-making.
• Streamlined processes improved tracking of sales opportunities and facilitated smoother order management.
• A user-friendly interface increases system effectiveness, driving higher user adoption and satisfaction.
• Integration with Dun & Bradstreet delivered valuable data-driven insights for better risk assessment, strengthening the system overhaul’s success.