Success story
Accounting and Advisory Firm
Structural problems and low uptake meant Dynamics 365 was not earning its keep.
- Client
- Accounting and Advisory Firm
- Industry
- Professional services
- Technologies
- Dynamics 365
This client is a national accounting and advisory firm, part of a global network, providing audit, tax and consulting services from offices across Australia.
The challenge
The firm was not getting full value from Dynamics 365, with structural issues and low adoption.
What we did
We remediated the setup, automated workflows and upskilled their team.
We fixed the underlying issues in their Dynamics 365 and got the team using it.
What this involved
- Worked with the standard Leads, Opportunities, Accounts and Contacts entities.
- Delivered more than 100 changes and enhancements.
- Automated key workflows to cut manual steps.
- Set up security roles for different types of user.
- Built in room to scale as the business grows.
- Upskilled their in-house team in good practice.
The results
What Accounting and Advisory Firm got
100+ changes delivered
Faster performance and better functionality
More of the team using it
Backed by training and clear security roles
Reporting they can trust
Leads, opportunities and accounts in one system
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