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The out of the box lead to opportunity sales process has been expanded to include a new custom licence table. Extra steps have been added to the business process flow to guide users through the process and ensure all data has been collected and requirements met.
Licences are created at the click of a button whilst notifications are sent to stakeholders to keep everyone updated. An integration with DocuSign allows users to select the correct paperwork from a dropdown and dispatch a personalised form to the prospective Licence holder in a single click.
Successfully centralising all data within Dataverse allows for organisation-wide reporting which leverages relationships from Dataverse to link licences to organisations.
Company Information
What Was Delivered
The process was built on the existing Sales app, retaining all of the box functionality.
A custom licence table was added; designed to consolidate the data from existing separate licence processes spread across different regions and systems.
Being in Dataverse allowed the licence to be tied back to existing organisation records thereby greatly streamlining reporting and invoicing. A link to SharePoint was created allowing for easy storage and retrieval of related documents.
An end-to-end process from lead to opportunity to licence was built in a Business Process Flow which users could follow to easily gather all required information, satisfy legal requirements and make informed and consistent decisions.
The same flow runs across multiple tables, allowing for quick switching and presenting the user with an overview of the whole process. It can also be easily updated with new fields or with additional logic if requirements change.
Licences are automatically created when opportunities are closed as won.
Additional automation notifies stakeholders at key points along the process, keeping internal and external contacts informed.
Licence renewal is aided by further automation so users can ensure new licences are issued at the right time with the correct information.
What The Client Said
“Before approaching FormusPro, DofE had multiple data systems that were not integrated with each other, leading to difficulties in generating business-wide reports. Our business data was spread across an existing Dynamics 365 system used by the fundraising team, eDofE (a custom system managed by a team in India), Business Central (with no integration to the D365 CRM), and another custom system called Illuminator that is outdated and uses an MS Access database with a basic UI.
The compounding problems caused by the lack of integration and outdated systems lead to higher internal costs and cumbersome processes. Many employees were avoiding proper processes and relying on Excel spreadsheets, leading to data discrepancies and reduced efficiency. We needed to find a solution that would reduce maintenance costs, eliminate double entry, and increase employee engagement.”
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To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.
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