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.
We rebuilt their Partner Relationship Management (PRM) application from the ground up using Dynamics 365, Power Apps, and Power BI. By simplifying the interface, we created meeting-specific forms that only show the exact information the team needs. We also completely automated their payment calculations and added smart dashboards that predict which partners are most likely to renew. The result is a much faster, error-free system that helps the team focus on building great relationships rather than fighting with spreadsheets.
