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

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      Executive Summary

      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.
      https://www.globalfinance.co.nz/
      Location: Auckland, New Zealand

      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
      • Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
      • Single Sign-on using Active Directory
      • Email notifications and outlook based integration
      Security:
      • Migration from an on-premise previous CRM system to the new Dynamics system and also 2 way integration
      • Single Sign-on using Active Directory
      • Email notifications and outlook based integration
      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
      Code for the app is handed over to the client through Azur Devops and Commited to the Git Repo.
      CI/CD is implemented to automatically add, build and deploy any code changes

      features of dynamics for financial services

      • The dynamics 365 for Customer Support and CRM has a unified interface
      • It offers multi-select options with an intuitive control.
      • The CRM dynamics for financial services comes with an advanced find option which filters views and form lists too.
      • Quantity & Quality: Handled high-volume customer interactions, ensuring seamless case management with API-based integrations for financial services.
      • On-Time & Budget: Delivered within six months, with all features deployed as per specifications and ongoing support.

      Challenges

      • They had done huge level of customizations understanding the existing code section.
      • We took over the project after an existing provider left them so there were issues in terms of understanding the code, adding new code and ensuring that the flow of the existing work does not break.
      • Multi environment setup was not done properly and we assisted to ensure the data and code are both setup based on recommended best practices.
      Duration
      • 6 months and ongoing Development and customization as part of ongoing contract
      Deliverables
      • Dynamics CRM and Customer support are fully configured as per the scope agreed
      • Ongoing support for Hypercare and go live
      • Change Management Support
      • Handover for documents.

      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.
      Vikas Jain CIO Global Finance Services
      “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
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