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Your Dynamics Business Partner

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Data Migration from Sugar CRM to Dynamics 365 Sales and Field Service for a leading Cabling System Provider

Challenges

The client wanted to migrate data from Sugar CRM and needed a Sales and Field Service management system.

  • The client was looking for a system where they could easily manage their onsite and offsite work jobs.
  • The client needed a centralized system that manages inventory in Business Central and integrates it with Dynamics CRM.
  • Service Contract Management
  • Work Order management; tracking of Product Balances in CRM
  • Technical Resource Scheduling using Field Service Management
  • Integration Jobs Synchronicity

Technology

The client implemented Dynamics 365 CRM with the following modules:

  • Dynamics 365 Field Service
  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Field Service Application
  • Power Automate Flows

Results

  • The client can easily maintain work order life cycle.
  • Through Standard Integrations and Power Automate Flows, the client can effectively manage their sales using Dynamics CRM (Sales and Field Service) and Business Central.
  • The client can manage Customer Asset integration between two systems.
  • The client can manage Service Based Contracts, Project-based, and Core Product Sales.