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 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.
- https://www.globalfinance.co.nz/
- Location: Auckland, New Zealand
Project Background – Dynamics for Financial Services
Peritos and Global Finance collaborated to enhance and manage their Dynamics CRM for financial services. They wanted the CRM and customer support module to align with their business processes.
Peritos also worked on PDF customizations and email preview improvements as a Microsoft Solutions Partner. The Dynamics 365 CRM and Customer Support modules were implemented across multiple environments.
Scope & Requirement of the Dynamics for Financial Services
Technology and Architecture
Technology
- Backend Code: Plugins, JavaScript, Azure Blob
- Cloud: Microsoft Azure
Integrations
- Migration from an on-premise previous CRM system to the new Dynamics system with 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 with 2-way integration
- Single Sign-on using Active Directory
- Email notifications and Outlook-based integration
Backup and Recovery
Cloud systems and components used in Dynamics ensured 99.99% uptime and included regular backups and disaster recovery to non-production environments.
Scalability
The application is designed to scale up to 5X the average load observed in the first six months, with all cloud resources configured for auto-scaling based on demand.
Cost Optimization
Alerts and notifications are configured for additional data storage usage. Both the client and Peritos support team are notified if budgets are exceeded. As a cloud partner, Peritos continuously monitors and optimizes costs.
Code Management, Deployment
- Code is managed via Azure DevOps and committed to a Git repository
- CI/CD is implemented to automatically build and deploy code changes
Features of Dynamics for Financial Services
- Unified interface for Dynamics 365 Customer Support and CRM
- Multi-select options with intuitive controls
- Advanced search functionality for filtering views and forms
- Handled high-volume customer interactions with API-based integrations
- Delivered within six months with full feature deployment and ongoing support
Challenges
- Extensive customizations required understanding of existing codebase
- Project takeover from previous provider created challenges in maintaining and extending existing workflows
- Improper multi-environment setup was corrected based on best practices
Support
- Worked with the GFS client for more than 2+ years for ongoing development and support
- The CRM Dynamics software helps take the business to the next level as it scales
Next Phase
We are now looking at the next phase of the project which involves:
- Ongoing support and adding new features every quarter with minor bug fixes
- Further advanced integrations with Dynamics features such as Outlook-based auto emails, Copilot, etc.
