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Microsoft Dynamics 365 and SharePoint Consulting for a Financial Advisory Firm

Microsoft Dynamics 365 and SharePoint Consulting for a Financial Advisory Firm

Industry
Financial Services
Technologies
Dynamics CRM, SharePoint

Customer

The Customer is US-based midsize financial consulting firm. The company specializes in multiple areas, including personal and business tax consulting, as well as financial planning for different domains.

Challenge

At the time the Customer turned to ScienceSoft, they already started working on the implementation and integration of Microsoft Dynamics 365 Customer Engagement and SharePoint. Unfortunately, one of the key developer left the project, which resulted in the lack of the required expertise. To finalize the project and meet the deadline, the Customer was looking for a professional consultancy.

Solution

To finalize Dynamics 365 Customer Engagement and SharePoint implementation and integration on time, the Customer turned to ScienceSoft’s consulting services. The cooperation was based on the time and materials pricing model, as the Customer thought the initial consulting scope could change. The communication with the Customer was conducted via email and regular online meetings. With the help of ScienceSoft’s team, the Customer got:

  • Microsoft Dynamics 365 Customer Engagement fully configured to match the Customer’s needs. To achieve that, ScienceSoft’s team advised on the ways to tailor the out-of-the-box functionality avoiding costly code-based customization.
  • SharePoint set up and integrated with the Dynamics 365 platform. As a result, the Customer was able to run document management in SharePoint and access documents from Dynamics 365.

Results

With the help of ScienceSoft’s consulting services, the Customer was able to obtain a fully functional and stable Microsoft Dynamics 365 solution, integrated with SharePoint for facilitated document access and management.

Technologies and Tools

Microsoft Dynamics 365 Customer Engagement, SharePoint

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