Table of Content

Introduction

Instant Products, offers a variety of transportable products including offices, toilets, and sea containers. They also design, manufacture, and sell these products. Instant Products Group is a specialist group that offers intelligent solutions to their customers. They sought to revamp their existing notification system to improve customer engagement and streamline communication processes. Facing challenges with an outdated system, Instant Products collaborated with our team to develop and implement a cutting-edge solution that leveraged Azure Logic Apps and Dynamics 365 CRM.

Project

Implementation of Transforming Notification System

Industry

Dynamic 365 CRM

The Challenge

Instant Products' existing notification system lacked efficiency and flexibility, hindering their ability to provide timely updates and notifications to customers. The system relied on manual processes and outdated technology, leading to inconsistencies and delays in communication. Additionally, the disconnected nature of their CRM and SQL database posed integration challenges, limiting their visibility into customer interactions.

  • Inefficient and outdated notification system

  • Manual processes caused communication delays

  • Limited visibility into customer interactions

  • CRM and SQL database disconnected

The Solution

Our team proposed a comprehensive solution that involved leveraging Azure Logic Apps to retrieve data from Instant Products' SQL database and integrating it seamlessly with Dynamics 365 CRM. The solution aimed to automate notification processes, improve data visibility, and enhance overall customer experience.

Key Components of the Solution:

  • Data Retrieval with Azure Logic Apps: We utilized Azure Logic Apps to fetch relevant data from Instant Products' SQL database, ensuring seamless connectivity and data synchronization between disparate systems.

  • Customized Entity in Dynamics CRM: We created a customized entity within Dynamics 365 CRM to store fetched data, maintaining consistency in field structure and ensuring alignment with Instant Products' existing database schema.

  • PowerApps Flows for Automated Notifications: PowerApps Flows were configured to trigger automated email notifications based on predefined conditions and status changes. These notifications were personalized using data from CRM records, ensuring relevance and engagement.

  • Creation of Individual Views for Email Tracking: PowerApps Flows were configured to trigger automated email notifications based on predefined conditions and status changes. These notifications were personalized using data from CRM records, ensuring relevance and engagement.

The Result

  • Improved Efficiency:
    Automation of notification processes led to significant time savings and reduced manual effort, allowing Instant Products to focus on core business activities.

  • Enhanced Customer Engagement:
    Timely and personalized email notifications resulted in improved customer engagement and satisfaction, leading to higher retention rates and increased sales opportunities.

  • Streamlined Data Management:
    Integration with Dynamics CRM provided Instant Products with centralized visibility into customer interactions, enabling better decision-making and targeted marketing efforts.

  • Cost Optimization:
    By leveraging Azure Logic Apps and Dynamics 365 CRM, Instant Products achieved cost optimization through reduced manual intervention and improved operational efficiency.

Implementation Process

Our implementation process involved close collaboration with Instant Products' IT team to ensure seamless integration and adherence to security policies. We conducted thorough testing and validation to guarantee the reliability and effectiveness of the solution.

Future Outlook

With the successful implementation of the new notification system, Instant Products is well-positioned to adapt to evolving customer needs and market trends. The scalable and flexible nature of the solution ensures future readiness and empowers Instant Products to continue delivering exceptional customer experiences

The Conclusion

By partnering with our team and embracing innovative technologies, Instant Products successfully transformed its notification system, paving the way for enhanced customer engagement, streamlined processes, and sustainable growth. This collaboration exemplifies our commitment to driving digital transformation and delivering tangible business outcomes for our clients.

is a software solution company that was established in 2016. Our quality services begin with experience and end with dedication. Our directors have more than 15 years of IT experience to handle various projects successfully. Our dedicated teams are available to help our clients streamline their business processes, enhance their customer support, automate their day-to-day tasks, and provide software solutions tailored to their specific needs. We are experts in Dynamics 365 and Power Platform services, whether you need Dynamics 365 implementation, customization, integration, data migration, training, or ongoing support.

Share This Story, Choose Your Platform!

Microsoft CRM solutionsWhat is Dynamics 365 CRM Used For?