Sometimes organizations have the technology, but struggle to take advantage of it in ways that solve business problems and increase efficiency. Such was the case with a global service-based systems integrator, who was struggling to make the most of its Dynamics 365 Business Central and CRM solution. The organization faced unique challenges due to its ongoing acquisition strategy to expand its service capabilities and geographic reach, having acquired more than 20 companies in less than four years.
Why They Chose JourneyTeam
The company realized they needed a partner who could deliver tailored solutions to meet their changing dynamics. They reached out to JourneyTeam, Microsoft’s 2024 Partner of the Year for Business Central, to help navigate their needs across several functional areas ─ from customer service to acquisition onboarding and migration, to quoting in Dynamics 365 Sales.
Having previously worked with other Microsoft partners, the organization found JourneyTeam’s best practice guidance and methodology was comprehensive and spot-on for their needs. The company was also impressed with JourneyTeam’s approach to acting as an extension of their internal technology team, helping to identify process improvements, opportunities for automation, and adherence to Dynamics 365 standards.
The Solution
JourneyTeam worked across the organization’s teams to implement a redesigned customer portal solution that has vastly improved the user experience and increased customer adoption. The portal’s comprehensive interface provides better visibility into current case status and new support requests. The addition of automated features ensures all customer needs are seamlessly routed through Dynamics 365.
A new, integrated quoting tool allows teams to create highly customized and accurate quotes with ease. The tool features automated pricing, regional labor rates, maintenance and recurring services, contract pricing, and management approvals. It’s a comprehensive solution, providing sales managers and leaders with a feature-rich platform that delivers the visibility and process continuity needed to support the growing enterprise.
JourneyTeam also solved the company’s acquisition onboarding challenges, implementing a strategic migration support program, where JourneyTeam acts as an extension of the internal team to migrate the acquisition into one of the company’s Dynamics 365 Business Central instances while simultaneously executing data validation. This approach expedites the migration process and minimizes disruption; and allows them to onboard a newly acquired company at twice the previous pace.
Read the complete customer story to learn how JourneyTeam built a client partnership that will last long into the future, solved the company’s modernization challenges, improved service and sales efficiency, increased productivity, and more.
The Outcome
The engagement has positioned the company for sustained growth and leadership in the industry and was a two-fold win, benefiting customers and employees alike. The company now has an end-to-end Dynamics 365 ERP implementation that meets its needs today and prepares them to scale and diversify in the future. The team has also gained the skills and knowledge necessary to better support the solution while they continue to acquire companies and expand their footprint.
Learn More
Microsoft Dynamics 365 Business Central and Dynamics 365 Sales offer powerful tools to transform business processes and drive growth. By streamlining financial management, optimizing supply chain operations, enhancing customer relationships, and improving field service management, companies everywhere are achieving greater efficiency and better business outcomes. Partner with experts like JourneyTeam to maximize the potential of Dynamics 365 and take your business to the next level!
Contact us today to learn how we can help you modernize your systems, improve customer experiences, and support continued business growth.
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