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Dynamics CRM Integration for a leading provider of portable toilets, offices, and containers

Challenges

  • The client was looking to simplify sales operations by implementing the Dynamics CRM Sales module.
  • Integration with Business Central for multiple Legal Entities using Custom API.
  • Custom reports and dashboards in CRM.
  • Integration of Dynamics CRM with 3rd party applications like 3CX and Syrinx.

Technology

The client implemented Dynamics CRM with the following modules:

  • Dynamics CRM Sales Module
  • Syrinx (3rd Party ERP)
  • 3CX (Telephonic)

Results

  • Streamlined Sales team operations and management in CRM.
  • Enhanced customer journey.
  • CRM and Business Central integration for multiple legal entities.
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