Concord, a contract lifecycle management solution software, approached our team for an optimization of their Dynamics 365 system.
Concord had a large accumulation of standard technical debt and required various customizations involving multiple parties. Our Customer Relationship Management experts needed to properly understand how Concord was utilizing Dynamics 365 in their daily workflows and refine it to better meet their needs. They needed to focus on a larger reliance on out-of-the-box capabilities to ensure that the system would improve along with Microsoft's overall Dynamics 365 upgrade and enhancement program. They also needed to simplify the overall use of the application for core users and ensure that the system was set up for future usage.
To address these issues, our team of Customer Relationship Management experts went under the hood to understand Concord's current Dynamics 365 usage and to identify areas for streamlining. With this information in-hand, we then refined the system to better meet their team’s needs, focusing on a larger reliance on out-of-the-box capabilities and simplifying the overall use of the application for core users. We also ensured that the system was set up for future usage and would improve along with Microsoft's overall Dynamics 365 upgrade and enhancement program.
As a result of our efforts, Concord's Dynamics 365 system has been optimized to better meet their needs and improve along with Microsoft's overall Dynamics 365 upgrade and enhancement program. The system is now more user-friendly for core users and is properly configured for future usage. The technical debt has been addressed, and customizations involving multiple parties have been completed, resulting in an improved overall system for Concord.