Know how we helped customer to fulfil the requirements using MS Dynamics CRM 2015.
Business Challenge
We strengthen the MS Dynamics CRM 2015
- DFC development team has an aggressive timeline to get the online CRM to their Business Groups (Money mart).
- AVASOFT’s CRM team was included in the mid-way, yet had to comply with the timeline and quality that was already agreed.
How Avasoft helped?
We used Custom workflows
- AVASOFT worked on custom workflows and plugins to meet the business requirements.
- Work around was applied SMTP configuration to overcome emails that had attachments. CRM SDK was used to create the MS Dynamics CRM custom workflows and plugins.
- Leveraged OOTB workflows to record status change as requested by Customer by using latest APIs from SDK package.
- Worked closely with multiple teams of DFC for the development and testing to deployment and deliver the output.
- Handled complex failure scenarios for Emails which will be sent to Customer Service Representative (CSR).
Tech Stack
Value additions to Customer
- Ability to handle new compliance scenarios for loan processing.
- Optimized work flows and settings for business users.
Business Gains
- Custom workflow specific to money mart business team.
- Increased Customer response and satisfaction.
- Mail notification of workflow in-line with compliance.
- Ability to process more loans using the same work force.
Business Needs
- Migrate existing code base to new Microsoft platform.
- Improved performance using MVC framework.
- Custom workflows and collaboration features.
- Increase code efficiency and maintenance.
Vertical Industries
- Non-Banking financial company
