MagiCAD Modernizes Sales Ops with MS Dynamics Implementation

March 24, 2022
Consumer Products, Elementor Layout, Manufacturing, Microsoft Suite, System Integrations, Technology

Industry

Manufacturing Software

Company Size

$10-50M

Technologies

MS Dynamics 365, NetSuite, FlexNet, Paypal

Domain Area

CRM Integration

Business Challenge

MagiCAD were looking to better manage their sales cycle through a custom CRM implementation with advanced reporting features.

Using MS Dynamics for the CRM, they needed to integrate with their external invoicing system (NetSuite), licensing system (FlexNet) and PayPal. The CRM also needed to extend through existing customer-facing portals via AdxStudio Portals.

Solution

The new CRM connected with their external system using SDK, web services and APIs. This allowed for the execution of workflows and enable External Authentication. Custom created plugins using CRM’s SDK were configured to meet business needs. Additional customizations performed included OOB Entity Forms, Views, Relationships, Ribbon Customizations, and placing HTML web sources on their form. Deployment was automated using Jenkins and Octopus.

Benefits

The integration of the new CRM with the customer-facing portal created end-to-end, outcome-focused journeys that engaged the customers at the right time and place

The solution was delivered faster than anticipated thanks to the adoption of agile scrum methodology

Fulcrum proved to be a sustainable and reliable partner that created efficiency and reliability in the MagiCAD’s sales operations

MagiCAD Modernizes Sales Ops with MS Dynamics Implementation

Business Challenge

Solution

Benefits

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