Microsoft Dynamics 365 Success Stories - Intelegain
1 Dynamics 365 Sales CRM 2 Business Central Case Studies 3 Dynamics 365 Finance & Operations 4 PowerApps 5 PowerPages

Dynamic 365 Case Studies

1
Dynamics 365 Sales CRM
2
Business Central Case Studies
3
Dynamics 365 Finance & Operations
4
PowerApps
5
PowerPages

Dynamics 365 Sales CRM

Logistics
Shortline Moving Solutions Inc,   Canada
The Problem
Shortline, a storage and transportation company in Canada, faced challenges in managing their sales processes efficiently.
Opportunities were created in custom quote creation tool which need to be integrated with CRM
Shortline, a storage and transportation company in Canada, faced challenges in managing their sales processes efficiently.
The Solution
Implemented Dynamics 365 CRM for Sales to streamline the sales processes of Shortline.
Customized the Dynamics 365 Sales solution to cater to the specific needs of the company.
Implemented real time integration of custom web-based quote creation tool with Dynamics 365 Sales for auto creation of Opportunities for further processing.
Healthcare
Clariness GmbH,   Germany
The Problem
Clariness, a Germany-based Pharma company, faced challenges in managing their sales and marketing processes effectively.
Opportunities were created in custom quote creation tool which need to be integrated with CRM
The Solution
Implemented Dynamics 365 Sales CRM and Marketing CRM to address the sales and marketing needs of Clariness.
Implemented forms, views, and dashboards in Dynamics 365 Sales CRM to streamline sales activities and provide a clear view of customer data.
Configured lead and opportunity management features to efficiently manage and track sales opportunities throughout the sales pipeline.
Power and Energy
BE C&I Solutions Holding Pte. Ltd,   Singapore
The Problem
Lack of effective management and tracking of critical sales activities.
Delayed responses, missed opportunities, and potential customer dissatisfaction.
The Solution
Implementation of Dynamics 365 Sales
Configuration of notification workflows in Dynamics 365 Sales.
Define triggers to initiate notification workflows.
Establish escalation procedures for unresolved activities.
Technology and Communications
Switch Connect,   Australia
The Problem
Ineffectiveness in managing opportunities within Dynamics 365 Sales CRM.
The quote template does not meet the requirements of the business team.
Disorganized tasks and activities.
The Solution
Customised existing Dynamics 365 CRM setup by enhancing opportunity tracking with customized fields, views and dashboards.
Optimize task and activity management with reminders, notifications, and task assignment rules.
Customised quotation feature as per business needs.
Information Technology
Cyviz,   Global
The Problem
Lack of expertise internal in managing Dynamics 365 Marketing & Dynamics 365 Sales.
Challenges in aligning system configuration with business requirements.
Difficulty in managing business processes and configuring administrative modules within the system.
The Solution
Provision of dedicated support for Dynamics 365 Marketing and Dynamics 365 Sales.
Provision of assistance for user setup, role management, email integration, and email notification management.
Provision of support in setting up business processes and configuring administrative modules in system.
Assistance in marketing functions and general system maintenance.

Business Central Case Studies

Logistics
Shortline Moving Solutions Inc,   Canada
The Problem
Shortline, a storage and transportation company in Canada, faced challenges in managing their sales processes efficiently.
Opportunities were created in custom quote creation tool which need to be integrated with CRM
Shortline, a storage and transportation company in Canada, faced challenges in managing their sales processes efficiently.
The Solution
Implemented Dynamics 365 CRM for Sales to streamline the sales processes of Shortline.
Customized the Dynamics 365 Sales solution to cater to the specific needs of the company.
Implemented real time integration of custom web-based quote creation tool with Dynamics 365 Sales for auto creation of Opportunities for further processing.
Logistics
Trio Supply Chain Solutions,   US
The Problem
Fragmented systems that were causing inefficiencies within the business.
No real time visibility on revenues, sales numbers etc.
The Solution
Implemented Dynamics 365 CRM for visibility on sales data and Business Central for process automation for company’s accounting, supply chain and other business process.
Real time integration of custom web-based quote creation tool with Dynamics 365 Sales for auto creation of opportunities for further processing.
Distribution
Lime Concepts,   UAE
The Problem
Lacked a complete view of business which hampered decision making process.
Teams were working in Silos.
Fragmented systems that were causing inefficiencies within the business.
The Solution
Implemented Dynamics 365 Business Central to integrate all departments functions on a single solution and streamline company’s accounting, supply chain, inventory and other business process
Single and consolidated dashboards to top management and HOD’s supports faster and informed decision making
Food and Beverage
Alam AlMathaqat,   Saudi Arabia
The Problem
Lacks a consolidated view of all financial transaction at head office and branches
No systems to consolidate sales revenue data across all branches
Fragmented systems that were causing inefficiencies within the business.
The Solution
Implemented Dynamics 365 Business Central helps the customer to consolidate all financial data in one systems from various branches.
An advance supply systems in Business Central helps them to manage all inventories at warehouse and meet the branches requirements efficiently

Dynamics 365 Finance & Operations

Banking
WIO BANK,   UAE
The Problem
The company faced challenges in maintaining and supporting Dynamics 365 F&O.
Lack of dedicated functional and technical expertise for maintenance and support.
Difficulty in managing end-to-end enhancements and updates.
The Solution
Intelegain provides maintenance and support services for Dynamics 365 F&O.
Engages dedicated functional and technical experts for efficient support.
Manages end-to-end enhancements and updates effectively.
Packaging
BAGCORP,   MEXICO
The Problem
The company required maintenance and support for their Dynamics AX 2009 system but lacked a structured approach.
The implementation of Dynamics 365 Finance and Operations needed professional support and guidance.
The Solution
Intelegain offers ticket-based support for the maintenance of Dynamics AX 2009, providing timely assistance and resolving issues efficiently.
Intelegain provides expert support for the implementation of Dynamics 365 Finance and Operations, ensuring a smooth and successful transition to the new system.
Information Technology
MAZARS,   USA
The Problem
Mazars faced technical challenges in implementing Dynamics 365 F/O for their customers implementations.
The ongoing implementation of Dynamics 365 Operations required an extended team to work in collaboration.
The Solution
Provided technical support for Dynamics 365 F/O implementation.
Engaged dedicated functional and technical experts for implementing Dynamics 365 F/O across domains.
Supported customization of Dynamics 365 Finance and tested implemented functionalities.
Management Consultant
QUALPRO,   CANADA
The Problem
The company and their customers were facing challenges in maintaining Dynamics AX 2009.
Re-implementation of Dynamics 365 Operations required dedicated functional and technical Experts.
The Solution
Thorough maintenance of the IHRP student portal to ensure its smooth functioning.
Timely addressing of change requests specific to the IHRP student Portal to improve its functionality.

PowerApps

Advertising & Marketing
Adsugar, Inc.,   USA
The Problem
Manual data collection process from various departments creates errors.
Lack of consolidated data for comprehensive analysis.
Insufficient lead generation impact revenue
The Solution
Developed an App using PowerApps, Power Automate and PDF plugins.
RPA process of collecting information from the respective departments.
Consolidation of data into a single report.
Generating leads for legal companies.
Wholesale and Distribution
S M Technologies,   USA
The Problem
Lack of visibility for customers on their data.
Manual sharing of information related to customer orders, inventory, invoices, dispatches, and shipments.
Inconvenient order placement process for customers.
The Solution
Developed a customer-facing portal using PowerApps portal and Power Automate and a backend power Apps application integrated with CRM to pull customer data and manage admin activities
Sharing real-time information on the portal regarding customer orders, available inventory, pending invoices, dispatch tracking, and shipment details.
Finance
Eastmount Capital,   USA
The Problem
Manual downloading and storing data from Yahoo Finance App causing inefficiencies in data processing.
Manual data analysis due to lack of automated algorithms for data transfer.
Manually generating reports.
The Solution
Implemented Power Automate to automate the transfer of data from Yahoo Finance App to Dataverse, reducing manual effort and improving efficiency.
Developed PowerApps based canvas apps as a user-friendly front-end interface, enabling easy access and manipulation of data for investment management purposes.
Appliances
Wonderchef,   India
The Problem
Lack of comprehensive reporting capabilities to effectively visualize and understand data for decision making.
Difficulty in consolidating data from multiple sources.
The Solution
Built Power BI reports with Microsoft NAV as the datasource to provide a holistic view of business data.
Developed various reports that present data in a new and insightful way, enabling Wonderchef to gain valuable insights.
Finance
Car Clarity,   Australia
The Problem
Lack of automation to handle loan and insurance process decrease productivity.
Non-availability of required reports impact decision making process
Manual data entry in application form creates errors.
The Solution
Developed a PowerApps-based customized CRM for loan and insurance process.
Developed necessary reports for informed decision making.
Build workflow to update the field on the application form.

PowerPages

Training Institute
Institute for Human Resource Professionals (IHRP),   Singapore
The Problem
Difficulties in managing the student portal are causing hindrances in the admission process for students.
The portal lacks essential features that are necessary for expediting the admission process.
The Solution
Thorough maintenance of the IHRP student portal to ensure its smooth functioning.
Timely addressing of change requests specific to the IHRP student Portal to improve its functionality.
Management and Investment
Win Partners LLC,   USA
The Problem
Win Partners aims to ensure their customers purchase genuine products from authorized resellers.
Win Partners wants their customers to verify products with an authentication sticker and avoid purchasing any counterfeit or duplicate items.
The Solution
Developed a cloud-based portal using Power Pages for Counterfeit Verification of Win Partners’ products.
The portal enables Win Partners' customers to check the authenticity of their purchased products.
Implemented various reports to meet the specific reporting requirements.
Logistics
Global Transport Solutions,   Netherlands
The Problem
Limited visibility and access to customer orders and data for Global Transport Solutions (GTS).
Inefficient order creation process for customers.
Difficulty in visualizing item data based on shipping vessels and warehouse locations.
The Solution
Developed a customer portal on Power Pages, integrated with the Business Central ERP system.
Enabled customers to view all their orders and create new orders, selecting specific shipping vessels, warehouse locations, and items.
Stock broking
VCG Markets,   UAE
The Problem
Lack a portal to allow new customers to apply for a new account and create a demo account.
Limited availability of comprehensive reports for data visualization and business oversight based on shipping vessels and warehouse locations.
The Solution
Developed a Power Pages-based customer-facing portal for new customers to apply for a new account and create a demo account at VCG Market.
Implemented a user-friendly front-end interface to enhance customer interaction.
Built various reports for comprehensive data visualization and improved business oversight.
Food and Beverage
Sea Port,   USA
The Problem
Customers lacked access to crucial information such as order details, invoice history, payment details, and shipment status.
Sea Port faced inefficiencies and wasted time in manually sharing this information with customers on a regular basis.
The Solution
Developed a customer portal on Power Pages which is integrated to their Business Central ERP system.
Customer data can view all their orders and can create new order
Customer can view invoice history with payment details, inventory details and track shipment.

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