Success story
Technology Consultancy
A fast-growing startup had nowhere secure to collaborate and no reliable way to track deals.
- Client
- Technology Consultancy
- Industry
- Professional services
- Technologies
- Dynamics 365, SharePoint Online
This client is a young Australian technology consultancy that implements enterprise resource planning software for fashion, apparel and furniture brands.
The challenge
This fast-growing startup needed a secure workspace and a reliable way to manage sales.
What we did
We set up Dynamics 365 for the pipeline and SharePoint for documents, linked together.
We gave a fast-growing startup a secure workspace and a proper sales system.
What this involved
- Set up a secure SharePoint environment with restricted executive access.
- Deployed Dynamics 365 to manage the sales pipeline.
- Linked Dynamics 365 and SharePoint so documents save and open from the CRM.
- Used the standard integration to keep the setup simple and reliable.
The results
What Technology Consultancy got
Sales pipeline in one place
Opportunities tracked from first contact to close
Documents linked to deals
CRM and SharePoint connected out of the box
A secure base to grow
Executive files restricted to the right people
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The client had an outdated intranet that made it hard to find software, product and quality documents.
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The client had no electronic records system, and the existing document platform could not co-author, control versions or search well across 93,000 documents.
We implemented Records365 over SharePoint Online and built a modern intranet alongside it.
Outcomes
- 93,000 documents under control
- Co-authoring at last
- A modern intranet