Dynamics 365 CRM implementation and integration to Business Central

Dynamics 365 CRM implementation and integration to Business Central

  • Industry: Non-profit
  • Components/Technologies Used: Dynamics 365 CRM

Client:

Non-profit organization providing thought leadership and policy perspectives on the economic and social issues affecting Australia. Its expressed aim is to “promote national economic development in a sustainable and socially balanced way.”

Requirement:

The organization needed a centralized system to efficiently manage and execute their diverse range of events, catering to both corporate entities and individuals across various regions of the country. The aim was to streamline business processes and measure the impact of their events.

Solution Delivered:

Implemented Dynamics 365 Marketing, Sales, and Customer Portal to facilitate end-to-end event management processes. Integration with Business Central was established to effectively manage financial activities associated with the events.

Result Achieved:

The organization now possesses the capability to configure events using minimal resources. They can also execute targeted campaigns and offer a customer portal for event registration and payment processing. The centralized system has led to enhanced efficiency in event execution and improved measurement of outcomes.

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