Dynamics 365

Portfolio Sales Application We customized Sales Application as per customer sales process. We started from importing the data from Salesforce to Dynamics and created the BPF for Opportunities for customer for major opportunity type processing. On successful opportunity closure, it kickoff the case for Onboarding of customer which is managed in another application. Talk to our experts Technologies and Standards Salesforce Migration, Dynamics 365 Sales, Power Automate, JavaScript, Workflow, Business Process Flow, Dashboard. The scope of this application is to migrate Sales Process from Salesforce to Dynamic 365 Sales module. The data from Salesforce (Account, Contact etc.) was imported to

Portfolio Customer onboarding This application manages the customer onboarding process. Process includes collecting data and documents from Form Stack, updating it in Dataverse tables. Create BPF for application users for guided onboarding process and manages the tasks and timelines. It also syncs the onboarding data from customer’s legacy web application using REST API. Talk to our experts Technologies and Standards Dynamics 365 Sales, Formstack forms, Power Automate, SharePoint, Dataverse, API integration This Application streamlines the Client Onboarding Process of an organization by leveraging the power of Microsoft Dynamics 365. It provides a seamless onboarding experience for both the client and

Portfolio Partners Management App focuses on managing the relationship with other partner companies. Appointments can be booked and events can be created between the Partners. There are different meeting types that the company can schedule with their partner companies. App shows all the appointments and related meetings in the UI. Talk to our experts Technologies and Standards Dynamics 365,Xrm WebAPI, JavaScript, Business Rules, Power BI, Power Apps, Power Automate. The Partner Management App is used for Managing and Tracking connections with Partner companies. The company holds different types of meetings with its partner companies, which are categorized as Mutual Commitments

Portfolio Streamlining Electrical Equipment Industry operations Real-time Data Access: Access to up-to-date data is crucial for decision-making and managing inventory, customer orders, and financials effectively. Talk to our experts Technologies and Standards Business Need: Streamline Operations: The Electrical Equipment Industry requires efficient management of complex supply chains and manufacturing processes, necessitating a solution to streamline day-to-day operations. Real-time Data Access: Access to up-to-date data is crucial for decision-making and managing inventory, customer orders, and financials effectively. Regulatory Compliance: Compliance with industry-specific regulations and standards is essential to avoid costly penalties and ensure product quality and safety. Solution Highlights: ntegrated ERP