Utilized a Microsoft solution that integrate and scale with the existing infrastructure – a “power of one” approach.

organizationDistribution & Logistics    user >250

Business Challenge

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Modernizing internal platform

The customer had a legacy homegrown customer relationship management platform that they needed to modernize.

3 Companies in one platform

The customer needed 3 separate companies to be able to leverage the same platform.

MS 365
looking for a Microsoft solution

Because they were already a Microsoft customer with several Microsoft-based solutions being used (i.e. Power BI and SharePoint), the customer was looking for a Microsoft solution that could integrate and scale with their existing infrastructure – a “power of one” approach.


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Dynamics 365

The customer already had a Dynamics 365 subscription.

Built out a custom platform

ProServeIT built out a custom layer that would mimic the homegrown platform that the customer had been using but would allow them to scale as needed and provide external access to partners.

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