Dynamics 365 CRM Heavily Customized to Sell Engineering Software

Industry

Information Technology, Retail

Technologies

Dynamics CRM

About

Our Client is a prominent provider of software for engineering surveys and design of objects of industrial, civil and transport construction. with 10,000+ employees and a turnover exceeding 1 billion.

Challenge

The Client had a legacy custom system, similar to a CRM in many functions. However, the company found it unreasonable to upgrade the system due to a technical debt and the associated efforts and time.

Alternatively, the Client decided to get a full-fledged CRM to manage the sales process. Several years ago, the company decided on Dynamics 365 Sales and hired third-party developers to tune the application. The developers introduced multiple customizations; however, for some reason, the system was not finished and left unused but not forgotten.

Sollution

The Customer chose a .NET platform for implementation of the new integrated system. The server application and clients interact via .NET web-services. The solution consists of the following modules:

Staging

Datawarehouse

Dataware House

Desktop Application

Results

2+ years from the project start, VolgoTechnologies is approaching the delivery of a CRM created in full accordance with the Client’s requirements. When the migration of historical business data from the current systems to a new CRM is completed, the Client will be managing their sales processes more effectively.

Technologies and Tools

Microsoft Dynamics 365 Sales, .NET, JavaScript, CSS3/HTML5, DevExpress