Delivering a simplified Microsoft Dynamics 365 offering for a security advisory company.

Akita’ consultants have worked with a cybersecurity advisory company on a Dynamics 365 implementation project to serve their offices across the UK.

The company already had a Dynamics sales CRM solution in place. However, over-customisation of the instance by a previous development partner was proving prohibitive to day-to-day operations. The number of unnecessary forms and fields that sales and marketing staff had to complete as part of their jobs were slowing them down. This, in turn, was hindering the effective use of the CRM system across the wider business.

Dynamics 365 Implementation

Akita was brought in to provide an ‘out-of-the-box’ Dynamics 365 implementation that would effectively function as a reset button for the company’s CRM system. This, it was felt, would benefit the business’ marketing activities.

Through strategy and dedicated work by Akita’s consultants, we were able to achieve the new Dynamics 365 implementation without interruption to its marketing processes or wider operations. All existing data was successfully migrated to the new Dynamics 365, with relevant fields mapped accurately ahead of the data migration. Importantly, unnecessary data was discarded, reducing Dynamics storage.

The result was that post-implementation, the company was ready to continue its sales and marketing activities without losing pace. Now, however, the process of capturing and nurturing leads was substantially simplified.

Dynamics Support

Our diligence in delivering the implementation project has since earned us further project work and an ongoing Dynamics support agreement with the business. The Dynamics support managed service we've provided the company allows it to access both responsive helpdesk support and a bank of time that can be used as needed (further development, training, report creation etc.). This service has worked well for the organisation, allowing them to achieve smaller Dynamics tasks and projects without the initial expensive cost of scoping that might be charges by some project partners.

To discuss Dynamics 365 implementation or support for your organisation please get in touch:

Contact Us

Other case studies
Case study
SharePoint Hub Site And File Management For International Manufacturer

Group-wide communication and file management using Microsoft SharePoint Online

Case study
Valuation Power App For Automotive Dealership

Assisting an automotive dealership to deliver consistent pricing across their operations.

Case study
SharePoint Communication Site For Golf Charity

Group-wide communication and file management using Microsoft SharePoint Online

Case study
SharePoint Case Management System For Professional Services Company

Automating case and data management.

Case study
Microsoft Dynamics Support For UK University

Responsive Dynamics support and banked development time for major UK university.

Case study
Incident Management Power App Solution

A Power App solution to replace and improve on ageing incident management software.

Case study
Staff Rostering System In Dynamics 365 and Power Apps Portals

A custom Microsoft 365 staff rostering system for large charity.

Case study
Dynamics CRM Migration From On-premise To Dynamics 365

CRM migration strategy, deployment and ongoing support for a London-based booking software company

Case study
Dynamics CRM Projects And Consultancy For Leading UK Retailer

CRM services and support provided for one of the UK’s biggest companies

Case study
Business Expenses Power App For Mobile Workforce

Using Power Apps to simplify administrative tasks can increase working efficiency.

Case study
Central SharePoint Online Calendar For Manufacturer

Simplifying communication and resource planning.

Case study
Microsoft SharePoint Document Management System Refresh

A SharePoint document management system refresh has helped create new working efficiencies for a leading foster agency

Case study
Microsoft SharePoint Online Intranet For Training Company 

Our SharePoint Online Intranet solution has simplified the work processes of a financial services skills company

Case study
Microsoft Power Apps Order Automation Solution

Akita has worked with a Surrey-based catering company on a Power Apps solution to streamline their ordering process.

Case study
Fleet Management Solution In Microsoft Power Apps

Our Microsoft PowerApps solution has helped simplify the management of a vehicle fleet for a busy company, reducing vehicle downtime, improving safety and saving both time and money.

Case study
Dynamics 365 sales solution for manufacturing company

Akita created a custom Dynamics 365 sales solution designed to increase the efficiency of a sales team and simplify the company's ordering and invoicing process.

Case study
CSL Global – ERP solution that streamlines workflows

CSL Global is a leading international provider of marine surveying, consultancy and risk management services.

Case study
Dynamics 365 CRM Sales & Procurement Solution

Surrey-based IPA Purchasing provides purchasing and procurement services for a range of multi-site organisations across the UK.

Preparing for Dynamics 365
Try Dynamics 365 for free

Take a free trial of Microsoft Dynamics 365 and see how it can benefit your organisation.

Starting your free trial is quick and easy, simply click on the link and you will be guided through the process.

Contact Us