Dynamics 365

Managing enterprise partner relationships requires smart, easy-to-use tools. A growing organization found their existing Dynamics 365 setup frustrating because it used the same generic forms for every type of meeting. Teams had to rely on manual math for payment plans, and they had no way of knowing which partners were actually likely to renew their contracts. Importing new partner data was also a slow, tedious process. To make their partner management easier and more effective, they partnered with Artesian Software Technologies.

Bringing new clients on board after they’ve signed and paid should be a smooth, exciting experience. But for one growing enterprise, their onboarding process was tangled in manual paperwork, endless email chains, and scattered documents. Without a structured way to track questionnaires or connect data to their third-party licensing software, their team was wasting hours on repetitive data entry. To eliminate these bottlenecks and deliver a flawless customer experience, they partnered with Artesian Software Technologies to engineer a fully automated Dynamics 365 solution.