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Your Dynamics Business Partner

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Dynamics 365 Implementation for a prominent Rwanda based Commercial Bank

Challenges

  • The client lacked proper documentation for previously implemented CRM solutions, whether managed or unmanaged.
  • The client did not have a source code repository for the implemented third-party custom integration with their CRM and Core banking System API.
  • Some implemented functionalities did not work as expected during the requirement collecting and current system analysis.

Technology

Microsoft Dynamics 365

Results

After upgrading to the latest version of Dynamics 365, the client:

  • Can easily manage their customer information using the Account 360 view from the Account entity form.
  • Can access all the features of Dynamics 365 Customer Service after upgrading.
  • After successfully integrating the Core banking system API, the client can easily see the banking details related to the customer in real-time.