Case Study: Dynamics 365 Cloud CRM Implementation

Dynamics 365 Cloud CRM Implementation

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Business Situation

The client was a fast-growing business that had outgrown its current sales tracking and forecasting tool and needed to make improvements to increase efficiencies. One of the biggest hurdles this client faced was tracking sales data in a modern platform to better target clients and potential clients. The company had fulfillment tracking, but needed to do better with its sales operations, including better segmentation of the information leading up to fulfillment. The client chose the Microsoft Dynamics 365 cloud CRM, but required a partner with the expertise and proven performance to take the next step and have it fully integrated, rolled out, and a salesforce trained in an aggressive timeframe. They chose TekPartners to partner with in this endeavor.

The Solution

Since the client needed a tight two month turnaround for the implementation, TekPartners deployed an expert immediately. The solution called for new technologies such as Scribe for integration with their existing on premise customer systems in order to effectively implement the lifecycle its sales operations required to properly track prospects from the first interaction and throughout customer acquisition and retention. The new tracking included forecasting, sales, and opportunities along with the ability to organize and amplify the client’s efforts. This would allow the team to see the pipeline and pivot to drive sales in a meaningful way through remarketing efforts.

TekPartners chose a specialized team of four to complete this project using the Microsoft Sure Step methodology. The team consisted of a project manager, technical lead, application consultant, and technical consultant. In addition to building the new technology to integrate with the existing system in place, TekPartners also trained the client’s staff on Microsoft Dynamics 365 CRM. TekPartners went a step further and provided training for the client’s employees who would maintain the system as part of the engagement, including their IT Sales Operations associates.


TekPartners delivered on its promise to build the system in two months and train the client’s associates, maintaining our status as a trusted solutions partner. The client’s team is ready for the future, having been trained on how to navigate the new system and tweak it to their specifications as new needs arise.

As a result of the new functionality, the client can now track prospects and clients throughout the sales lifecycle, empowering the client’s team with the ability to remarket to potential clients and returning clients in order to maximize revenue and profitability.

Technologies Supported

Microsoft Dynamics 365 Cloud CRM

Client Profile

The client is a leader among Cable TV and broadband electronic equipment providers, with a focus on reselling high performance products from a large number of reliable manufacturers. The company also keeps abreast of emerging technological applications in the broadband and broadcast fields in order to provide cutting edge solutions to its clients. With a strong corporate culture that values new technology development and innovation, the client has become a supplier of choice throughout the Americas.


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