Integration of dynamics 365 with quickbooks solution

Saudi Arabia Riyadh

Challenges

Client was in the process of transformation of their manual process into Digital process. Company has started using Microsoft Dynamics 365 CRM & approached Prompt Softech for implementing new features as per business needs.

  • It was facing challenges from their manual process and needed a transformation into an automated process with advanced reporting & more significant insights into key indicators of their Business.
  • Its team was very clear with their day-to-day needs and processes which can reduce manpower/efforts and give them the scalability that they want.
  • One major obstacle in their business process was to manage accounting software (QuickBooks) and Microsoft Dynamics 365 CRM.

Solution

  • Prompt implemented "Web to Lead" capturing into Microsoft Dynamics 365 CRM to improve the existing working process.
  • Prompt developed a cloud connector which integrates Dynamics 365 & QuickBooks online. Cloud connector was responsible for Synchronization of Data from Dynamics 365 to QuickBooks Online.
  • Vendor Portal to register vendor/freelance to resources in CRM.
  • Microsoft Dynamics CRM Dashboards for key performance indicators based on rolehierarchy.
  • Power Bi Dashboards to take deep dive into sales indicators.
  • Build a customized user interface for project management. Custom UI looks like SKU excel sheet which it was using to manage their manual process. After the implementation of such Custom Grid, it became easy to identify Project income, cost and profit.
  • Accurate real-time reporting of Projects to make sure you are on track to achieve your goals.
  • Documentation of each deliverable solution was provided to its team. User training is also provided as per need of client.
  • Using Microsoft Forms PRO, Prompt implement Customer satisfaction Feedback Survey to enrich the existing customer information with insights that could help to serve the target audience better and Identify areas which need improvement.

Benefits

  • Streamlined process of purchase order approvals.
  • Reduction of 70-80% efforts in managing two systems.
  • Automated approvals & notifications to end customers.
  • Visibility of key performance indicators.
  • User Experience using the standard OOB CRM solution.

Technology Stack

  • C#
  • JavaScript
  • PowerBI
  • HTML

Are you ready to build amazing products together?

Prompt Softech (Prompt Equipments Pvt. Ltd.)

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