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.
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.
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