Business Services Agency

A business services agency required the design and development of a Customer Relationship Management (CRM) system built on Microsoft Dynamics 365. Visionaryz was engaged to lead the project, utilizing its expertise to implement a scalable, secure, and efficient solution. This system was vital for maintaining unified business profiles and improving reporting for various stakeholders, including the Mayor’s Office. The project scope and objectives included:

• Designing and Developing the CRM System: Creating forms, workflows, plugins, and components within Microsoft Dynamics 365 to meet the agency’s requirements.
• Integrating External Systems: Utilizing Microsoft Power Automate to connect the CRM system with external third-party systems
• Enhancing the agency’s public portal: Expanding the portal to collect additional information from businesses and optimize user interaction.
• Optimizing Solution Deployment: Segmenting solutions for efficient deployment across various environments.
• Developing Dashboards: Creating views, charts, and dashboards to help users track work and monitor key performance indicators.
• Collaborative Work: Working closely with the agency development teams, business leads, vendors, and stakeholders to ensure the successful delivery of the system