- Microsoft Dynamics 365 CRM/Sales
- Microsoft Dynamics AX/Dynamics 365 Finance & SCM
- Microsoft Dynamics NAV/Dynamics 365 Business Central
- Microsoft Dynamics GP
- Financial Services
- Professional Services
Tax Software Company Implements Microsoft Dynamics CRM
Illinois Company Requires the Services of Logan Consulting for a Microsoft CRM Implementation
Our client has been a leading provider of corporate tax software and services for over 30 years. Headquartered in Deerfield, Illinois, they have additional regional offices in Dallas and Woodland Hills, California. Our client’s line of products are the most comprehensive applications in the industry, easy to learn, and intuitive to use. From planning through audit, our client streamlines the tax life cycle with intelligent application integration and design.
Our client was in the process of implementing Dynamics GP with in-house personnel, when Logan Consulting was contacted to help them implement Microsoft Dynamics CRM. Our client had selected Microsoft CRM to have a centralized Account and Contact system for their sales representatives. In addition to improved contact management, They were looking to utilize Quote and Sales Order functionality in Microsoft CRM. It was also important to our client to have a two-way integration between Microsoft Dynamics CRM and their back office ERP, Dynamics GP. The integration was to include, Products, Customers, Addresses, Sales Orders, and Invoices. Finally, they were concerned about how their pipeline reports would appear out of CRM and if they would meet the needs of executives. Upper management had some challenging pipeline reporting requirements that needed to be met.
Our client decided to implement Microsoft Dynamics CRM 3.0 to meet their Sales and Marketing initiatives and they selected Logan Consulting to help them implement. Logan Consulting helped in the design of the CRM sales process and user interface.
In order to accommodate our client’s need for integration, Logan Consulting installed and configured SCRIBE Insight to provide a real time two-way integration of Products, Customers (Accounts), Addresses, Sales Orders, and Invoices.
Finally, they decided to utilize the power of SQL Server Reporting Services (SSRS) for the creation of two advanced pipeline reports. Logan Consulting utilized SSRS to create pipeline reporting that met the requirements of upper management.
Logan Consulting implemented the Microsoft CRM Sales module and two-way integration to Dynamics GP. Now our client has a consolidated repository for all their contact and account information and historical interaction. Sales personnel can now turn to Microsoft CRM to see a 360® view of their customer. They can see all sales activity including Activities, Notes, Opportunities, Orders, and Invoices (paid and not paid).