We implemented Dynamics 365 CE lead to opportunity process to manage a central process in a central system, including the automation of several aspects, including licence creation and communication with the licenced organisation and DocuSign Integration. We also created a 2 way integration with another DofE system called eDofE.
These were again being done in Word and Excel documents with no central process. We automated the capture and processing of grants including DocuSign integration. Allowing grant applicants to keep track of their applications via a portal, reducing the administrative efforts and speeding up the payment of patient grants.
To remain a DofE supplier an annual survey is required from all third parties. We used Customer Voice to create these surveys, automated the sending and collection of the results and then also automated email chases to those who hadn’t responded. Allowing DofE to remove some of the manual tasks and increase the response rate.
Company Information
What Was Delivered
We’ve implemented a new standalone D365 app to help manage DofE’s licensing process. Following this, we built a business process flow to guide employees through the process. With a two-way integration between Dynamics 365 and eDofE. The integration has no noticeable delay and works in real time as users enter data into either system.
What The Client Said
“As our charity is 100% cloud-based, predominately built around the Dynamics and Office 365 family; we had to ensure seamless integration between Dynamics CRM and our bespoke eDofE platform. FormusPro have really helped us achieve our aims and objectives at every step of the project.”
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