This case study showcases how inoday, a top digital transformation company, assisted an accounting and consulting firm to enhance data management and build valuable customer relationships through Microsoft Dynamics 365 F&O integration with current CRM. Operating across India, the firm faced challenges in managing financial data and automation
Service
Finance and Operations Integration
Industry
Retail
Location
India
Introduction
About Customer
With multiple offices located across India, the accounting and consulting firm was unable to have a unified view of the extensive data. The customer was committed to managing the financial data of its clients to provide a flawless experience. They also sought to automate the process to enhance data storage and management capability.
Business Challenges
The accounting & consulting firm wanted to open offices at 3 more locations within India to improve its operational capability. But it was using an on-premises CRM system and struggling to manage financial data and relations with customers. In addition, the current system didn’t support customers’ data security as it was stored on-premises.
Solution
With correct expertise and qualification, the expert Microsoft consultants of inoday integrated Microsoft Dynamics 365 Finance and Operations (ERP) with firms’ on-prem CRM to efficiently manage data. This integration led to a 42% rise in revenue and a reduction in operational expenses by over 20%.
FASTER DEAL CLOSURES
Streamline process, enhance collaboration & productivity, and provide data in real-time for informed decision making.
ENHANCE CUSTOMER RELATIONS
Integrate with current CRM systems to maintain a comprehensive view of customer data.
LARGE DATABASE MANAGEMENT
With Microsoft Dynamics F&O, an accounting & consulting firm maintains customer accounting systems (with a unified dashboard) by ensuring compliance and statutory requirements.
AUTOMATION OF DATA MANAGEMENT
MS D365 F&O simplified the data management operations by automating the repetitive tasks through Copilot AI.
The Result
By successfully adopting Microsoft Dynamics 365, the financial services company is able to streamline financial management and valuable customer relationship management. This helped them to level up their accounting & financial consultancy business in India across all their offices. Moreover, the automation and real-time insights provided by Dynamics 365 F&O have enabled them to make more strategic decisions to attain business growth.
