Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations

Client based in USA

The Challenge

The client also wanted to their field agents to be able to enter required data on the project that they are working on. The client also wanted their customers to be able to know the status without calling them. The client was using Planner to create and maintain status of various real estate properties evaluation process. Inter team communication using Planner, communication with client and maintaining documents of properties was difficult as the number of projects increased.

Field agents were entering their data either using pen and paper or on their mobile devices. The customers had to call the client to get updates.

The Solution

Planner was replaced with Dynamics 365 Project Operations in phased manner. Business Process Flows were created for each property type which allowed client to get an idea of the current status of each project. Documents were maintained by integrating Dynamics 365 Project Operations with SharePoint.

Two-way sync was achieved by the use of API. New APIs were created and existing were modified.

Dynamics 365 Project Operations now remains in sync with the client’s custom-made software.

Dynamics 365 for Field Service was also integrated, which allowed the client to get an idea of where their field agents are. A separate PowerApp was created to allow field agents to enter data from their mobile devices.

PowerApps Portal was implemented to allow the customers to get an idea about the status of their work.

All of this increased the overall efficiency by 50%, resulted in better communication and customer Satisfaction.