One Platform. Three Functions. Zero Fragmentation.

Our client is a global manufacturer of communications, printing, and postage equipment, operating across complex sales, field service, and logistics functions. With a fragmented technology stack spanning Salesforce, HubSpot, and other business-critical systems, the company faced growing blind spots across revenue operations, service delivery, customer engagement, and enterprise reporting.

Disconnected CRM, ERP, and field service systems were creating compounding inefficiencies across the business. Sales, finance, operations, and service teams had no shared view of the customer. Manual proposals slowed deal cycles. Field service coordination was fragmented. And with legacy data spread across Salesforce, HubSpot, and other platforms, the organization needed more than a CRM replacement — it needed a unified digital foundation for the entire business.

Our team deployed a unified Microsoft Dynamics 365 and Power Platform ecosystem to centralize operations and drive end-to-end digital transformation across sales, service, and finance.

Core Components

• Dynamics 365 Sales Hub
• Dynamics 365 Field Service
• Dynamics 365 Finance & Operations
• Microsoft Dataverse
• Power Automate & Power Apps
• Power BI

• Standardized the end-to-end sales lifecycle with automated workflows, approvals, lead assignment, and business rule validations.
• Built a custom Power Apps Proposal Generator — pulling live CRM data to eliminate manual effort, reduce turnaround, and standardize pricing.
• Modernized field service across work orders, scheduling, asset tracking, and service visibility.
• Integrated Dynamics 365 CRM and ERP to align sales, finance, service, and operations on one shared view.
• Automated critical workflows via Power Automate — opportunity stage validations, pricing approvals, credit decisions, and operational alerts.
• Migrated and consolidated data from Salesforce, HubSpot, and legacy systems — cleansed, validated, and unified into Microsoft Dataverse.
• Enabled real-time pipeline reporting and executive dashboards through Power BI.
   

• The Dynamics 365 transformation helped the organization establish a connected, data-driven operating model across sales, service, finance, and operations.
• Improved sales productivity through standardized processes and automation.
• Reduced manual effort in proposal generation and accelerated proposal turnaround.
• Strengthened field service execution with improved scheduling, work order visibility, and asset tracking.
• Enabled real-time insights across sales, service, finance, and executive leadership.
• Improved data quality, governance, and customer visibility.
• Enhanced collaboration across sales, finance, operations, and service teams.
• Established a scalable Microsoft digital foundation for future growth.