Managing CRM Dynamics Support & PDF Customizations For GFS

Managing CRM Dynamics Support & PDF Customizations For GFS

Read more about our project on dynamics of financial services. It explores the benefits and features of dynamics 365 for finance and operations

Implementation

About Client

Global Finance is a company based in Auckland which provides smart loan and insurance solutions from 1999. The company suggests the right insurance with optimized premiums and support at claim time.
They have won top New Zealand’s awards from 2012 to 2018 including Mortgage Advisor of the Year, Business and Commercial Advisor of the Year and Values Business Partners from ANZ Bank.

Project Background- Dynamics for financial services

Peritos and Global Finance collaborated to change and manage their CRM Dynamics for financial services. They wanted the CRM and Customer support module to be compatible with their business processes. Peritos also discussed PDF customizations and the change of email preview as a Microsoft Solutions Partner. The Dynamics 365 for CRM and Suppoort Module were implemented in a multi-environment stage. Project Involved Dynamics 365 CRM and Customer support model

Scope & Requirement of the Dynamics for financial services

Implementation

Technology and Architecture

Technology

Integrations

  • Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
  • Single Sign-on using Active Directory
  • Email notifications and outlook based integration

Security:

  • Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
  • Single Sign-on using Active Directory
  • Email notifications and outlook based integration

Backup and Recovery

Cloud systems and components used in the Dynamics were all 99.99% uptime and also involved with regular backup and DR to the non Production environment

Scalability

Application is designed to scale 5X times the average load received in the 1st 6 months of its usage and all cloud resources are configured for auto-scaling based on the load

Cost Optimization

Alerts and notifications are configured in the system for any additional data storage and notified to client and Peritos Support team if budget is being exceeded. Peritos being a cloud partner is managing the environment for the client keeping a close watch on the cost and finding ways to optimize the same

Code Management, Deployment

  • Code for the app is handed over to the client through Azur Devops and Commited to the Git Repo.
  • CI/CD is implemented to automatically add, build and deploy any code changes

features of dynamics for financial services

  • The dynamics 365 for Customer Support and CRM has a unified interface
  • It offers multi-select options with an intuitive control.
  • The CRM dynamics for financial services comes with an advanced find option which filters views and form lists too.
  • Quantity & Quality: Handled high-volume customer interactions, ensuring seamless case management with API-based integrations for financial services.
  • On-Time & Budget: Delivered within six months, with all features deployed as per specifications and ongoing support.

Challenges

  • They had done huge level of customizations understanding the existing code section.
  • We took over the project after an existing provider left them so there were issues in terms of understanding the code, adding new code and ensuring that the flow of the existing work does not break.
  • Multi environment setup was not done properly and we assisted to ensure the data and code are both setup based on recommended best practices.

Duration

  • 6 months and ongoing Development and customization as part of ongoing contract

Deliverables

  • Dynamics CRM and Customer support are fully configured as per the scope agreed
  • Ongoing support for Hypercare and go live
  • Change Management Support
  • Handover for documents.

Support

  • Worked with the GFS client for more than 2+ years for ongoing Development and Support.
  • The CRM Dynamics software helps us to take the next step in our business as we are looking to scale.

Testimonial

Implementing Microsoft Dynamics CRM with was a game-changer for our organization. Peritos team tailored the CRM system to align perfectly with our sales, marketing, and customer service processes, resulting in improved customer engagement, better data visibility, and streamlined workflows across departments.
  • Vikas Jain CIO Global Finance Services
Feedback image
“The CRM Dynamics software helps us to take the next step in our business as we are looking to scale!”
Ajay Gupta, Founder, Global Finance Limited

Next Phase

We are now looking at the next phase of the project which involves:
  1. Ongoing Support and adding new features every Quarter with minor bug fixes
  2. Further advanced integration with the Dynamics Features like Outlook based auto emails, Co Pilot etc
 

If You Are Looking For Similar Services? Please Get In Touch

Read more

Testimonial

Edward Yarashev
Product Manager | Tonkin + Taylor

Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.

(For services and support)
Richard Canny
Ultimation industries | President

“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”

(For services and support)
Grant Peterson
Software Development Manager | Insight Software

The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.

(For services and support)

Share us

Facebook
LinkedIn
Twitter
WhatsApp

Get A Quote





    Get in touch and Know more!

    Email Us

    info@peritossolutions.com

    Connect with us today
    Similar Case Studies

    Proud projects that
    make us stand     out

    Azure Cloud Consulting Services Recent Home

    services

    Azure Cloud Consulting Services

    Automate mundane HR tasks from pre-boarding to post-retirement with our award-winning HRMS suite, driven by…

    Cloud Consulting Services Recent Home

    services

    Cloud Consulting Services

    Unlock agility, scalability, and innovation by modernizing your legacy systems through our tailored cloud solutions.…

    Download our Checklist on Selecting Azure/ AWS vs Other Hosting providers Recent Home

    Downloads

    Download our Checklist on Selecting Azure/ AWS vs Other Hosting providers

    Cloud Hosting The checklist contains the below details on how you could decide between whether…

    Border detection and Image processing Recent Home

    Open CV - Image processing

    Border detection and Image processing

    Home Category Open CV – Image processing ID card Border detection and image processing using…

    Thinking about a project? Get in touch with us.

    Connect with Us Today through the Details Below or Fill
    Out the Form for a Prompt Response

    Book Free Consultation

    Guaranteed response within 8 business hours.





      Trusted by Startups and Fortune 500 companies

      07+ years of experience

      We can handle projects of all complexities.

      100+ satisfied customers

      Startups to Fortune 500, we have worked with all.

      20+ in-house team

      Top 1% industry talent to ensure your digital success.