Managing CRM Dynamics Support & PDF Customizations For GFS

Managing CRM Dynamics Support & PDF Customizations For GFS

Read more about our project on dynamics of financial services. It explores the benefits and features of dynamics 365 for finance and operations

Implementation

About Client

Global Finance is a company based in Auckland which provides smart loan and insurance solutions from 1999. The company suggests the right insurance with optimized premiums and support at claim time.
They have won top New Zealand’s awards from 2012 to 2018 including Mortgage Advisor of the Year, Business and Commercial Advisor of the Year and Values Business Partners from ANZ Bank.

Project Background- Dynamics for financial services

Peritos and Global Finance collaborated to change and manage their CRM Dynamics for financial services. They wanted the CRM and Customer support module to be compatible with their business processes. Peritos also discussed PDF customizations and the change of email preview as a Microsoft Solutions Partner. The Dynamics 365 for CRM and Suppoort Module were implemented in a multi-environment stage. Project Involved Dynamics 365 CRM and Customer support model

Scope & Requirement of the Dynamics for financial services

Implementation

Technology and Architecture

Technology

Integrations

Security:

Backup and Recovery

Cloud systems and components used in the Dynamics were all 99.99% uptime and also involved with regular backup and DR to the non Production environment

Scalability

Application is designed to scale 5X times the average load received in the 1st 6 months of its usage and all cloud resources are configured for auto-scaling based on the load

Cost Optimization

Alerts and notifications are configured in the system for any additional data storage and notified to client and Peritos Support team if budget is being exceeded. Peritos being a cloud partner is managing the environment for the client keeping a close watch on the cost and finding ways to optimize the same

Code Management, Deployment

features of dynamics for financial services

Challenges

Duration

Deliverables

Support

  • Worked with the GFS client for more than 2+ years for ongoing Development and Support.
  • The CRM Dynamics software helps us to take the next step in our business as we are looking to scale.

Testimonial

Implementing Microsoft Dynamics CRM with was a game-changer for our organization. Peritos team tailored the CRM system to align perfectly with our sales, marketing, and customer service processes, resulting in improved customer engagement, better data visibility, and streamlined workflows across departments.
Feedback image
“The CRM Dynamics software helps us to take the next step in our business as we are looking to scale!”
Ajay Gupta, Founder, Global Finance Limited

Next Phase

We are now looking at the next phase of the project which involves:
  1. Ongoing Support and adding new features every Quarter with minor bug fixes
  2. Further advanced integration with the Dynamics Features like Outlook based auto emails, Co Pilot etc
 

If You Are Looking For Similar Services? Please Get In Touch

Testimonial

Edward Yarashev
Product Manager | Tonkin + Taylor

Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.


(For services and support)
Richard Canny
Ultimation industries | President

“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”


(For services and support)
Grant Peterson
Software Development Manager | Insight Software

The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.


(For services and support)

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