Microsoft crm case study

Here, we give you some of the particular data fields that were part of the integration and had to be transported from ERP to CRM. List covers integrated areas and some of the details. These diagrams show the overall data transfer mechanism for IDOC flow and proxy queries. All areas addressed conform to this schema. Process flow using synchronous IDOC- query.

Process flow using synchronous IDOC- answer. Process flow using synchronous proxy — query. Authorization with system is basen on Oauth 2. Response messages are triggered by using ResponseOnewayBean standard adapter module. Our Microsoft Dynamics CRM solutions give our clients a competitive advantage in sales automation, improved customer service issue management and better company-wide visibility.

The case studies have been developed by software vendors and are intended to provide guidance as you investigate approaches for implementing Microsoft Dynamics software. Case Studies. Learn about some of our previous implementation projects using Microsoft Dynamics in the case studies below.

Every business approached us with a unique problem. In addition to soliciting our services, the business was able to overcome their challenges using the solution we provided for them. This new efficiency allowed them to uncover mistakes in commission payments — with recovery of over 6 figures of revenue in un-paid commissions in the past year.

For more information visit www. Pairing the Scribe Tool and Microsoft CRM online has allowed them to run timely reports to CRM to show what insurance policies have been effective and the commissions being paid on them. This critical operation has been made significantly easier.

Advanced Find Capabilities— They enhanced their call center operations through the use of Queries and advanced finds. They now generate daily call lists for their call centers which is for daily operations and generating new business. Customer Retention — Since client payments are made to the insurance carrier, their advisers did not always have a clear idea of when a client may drop a policy.

With more efficient reporting and quicker commission processing, they able to quickly identify potential policy loss and dramatically improve customer retention — a key metric in their business. Next Case Study ».