Airport Route Sales Management System
Industry: Transportation infrastructure and airport management
A configured solution using Microsoft Dynamics 365 Sales to track opportunities to open new routes with airlines at terminals within an airport authority.
Construction Opportunity Tracking System
Industry: Construction materials and waterproofing
A configured solution using Microsoft Dynamics 365 Sales, a custom mobile application, and integration into a construction lead system that enables customers to bid on construction jobs using the clients' products.
Insurance, Recovery, and Rehabilitation Management System
Industry: Regulatory and administrative; Occupational health and safety
A configured solution using Microsoft Dynamics 365 Power Apps to track insurance, recovery, and rehabilitation services for employees.
Rendering and Recycling Customer Service and Dispatch Management System
Industry: Rendering; Recycling
A configured solution using Microsoft Dynamics 365 Customer Service integrated with a phone system to handle all inbound client questions, concerns, and requests for service to be dispatched to them.
Airline Customer Service System
Industry: Commercial aviation
A configured solution using Microsoft Dynamics 365 Customer Service to manage customer requests and complaints for a major airline.
Professional Services Engagement Management System
Industry: Accounting and professional services
A configured solution using Microsoft Dynamics 365 Sales, with Outlook integration, to track projects/engagements with clients and all client interactions.
Immigration Management System
Industry: Community and social services
A configured solution using Microsoft Dynamics 365 Power App to track interactions with newly arrived immigrants into Canada and enables easy reporting to Immigration and Refugee Citizenship Canada's (IRCC) iCare system.
Insurance Sales and Marketing Management System
Industry: Health insurance and benefits
A configured solution using Microsoft Dynamics 365 Sales and Marketing to pull together the golden record of who a customer is, market to those customers, and integrate with an insurance management system.
Residential Real Estate Development and Home Management System
Industry: Residential real estate development and home building
A configured solution using Microsoft Dynamics 365 Sale, Marketing, and Field Service to market residential construction builds to homebuyers and manage the hand-over and warranty period of the homes.
Collections Managements System
Industry: Financial services; financial technology (fintech)
A configured solution using Microsoft Dynamics 365 Customer Service configured to track clients with delinquent financial accounts and reach out to those clients for collections.
Legal Aid Management System
Industry: Legal/Justice services
A configured solution using Microsoft Dynamics 365 Sales and Power Portal to intake legal aid clients, assign clients to legal counsel, and enable legal counsel to bill for their services against the clients based on pre-defined contracts for those services.
Property Tax Management System
Industry: Government
A configured solution using Microsoft Dynamics 365 Sales to track all properties in a county, link to the GIS system, and generate property tax invoicing that is synchronized to the main accounting system.
Financial Services Marketing System
Industry: Financial services
A configured solution using Microsoft Dynamics 365 Marketing and Sales, a Portal, and Calendar Management System to market RRSP and other financial services to clients.
Electrical Contracting Sales and Project Management System
Industry: Electrical contracting and services
A configured solution using Microsoft Dynamics 365 Sales to track electrical engineering projects and all client interactions regarding those projects, from quote through to project close-out.
Mobile Roofing Quote Management System
Industry: Construction materials manufacturing
A configured solution using Microsoft Dynamics 365 Sales to build a mobile app used on tablets in retail stores to build and collect quotes to customers regarding roofing materials.
Financial Trust Management System
Industry: Financial services
A configured solution using Microsoft Dynamics 365 Sales to track trusts and all client interactions regarding those trusts.
Property Management System
Industry: Real estate development and property management
A configured solution using Microsoft Dynamics 365 Sales to track properties under management and all interactions with clients regarding those properties.
Retail Property Marketing System
Industry: Commercial real estate services
A configured solution using a heavily customized Microsoft Dynamics 365 Marketing implementation to pull property listings into one-page marketing sheets used by retail property brokers.
Community Based Mental Health Management System
Industry: Mental health and social services
A configured solution using Microsoft Dynamics 365 Power Apps to build a program and client management system to track all interactions regarding the delivery of mental health services through programs.
Shipping Vessels Management System
Industry: Energy; Oil and gas
A configured solution using Microsoft Dynamics 365 Power Apps to track international oil & gas vessels while shipping and used to track repairs and oil changes on those vessels.
Forestry Management Sales System
Industry: Natural resource management consulting
A configured solution using Microsoft Dynamics 365 Sales, with Outlook integration, to track all interactions with clients for complex forestry resource management projects.
Dog Registry System
Industry: Animal services
A configured solution using Microsoft Dynamics 365 Sales to register dogs, their breeds, and breed details.
Insurance Marketing System
Industry: Healthcare; Insurance; Professional liability insurance
A configured solution using Microsoft Dynamics 365 Sales and Marketing to track all interactions with clients and market insurance to them.
Battery Recycling Sales Management System
Industry: Environmental services; Battery recycling and sustainable waste management
A configured solution using Microsoft Dynamics 365 Sales to track all customer interactions, create orders, and send out invoicing for battery recycling.
Public Agency Risk Management System
Industry: Insurance and risk management
A configured solution using Microsoft Dynamics 365 Sales and Power Portal to allow counties across a state to manage training for staff.
Immigration Management System
Industry: Social Services; Immigrant and refugee services
A configured solution using Microsoft Dynamics 365 Power Apps to track interactions with newly arrived immigrants into Canada and enables easy reporting to Immigration and Refugee Citizenship Canada (IRCC).
Healthcare Worker Complaint Management System
Industry: Healthcare; Regulatory and professional oversight
A configured solution using Microsoft Dynamics 365 Power Apps to build a complaint tracking system and using Azure Cognitive Search Server to build a search system for customers to view complaints against healthcare workers.
Course and Certification Management System
Industry: Labor unions advocate
A configured solution using Microsoft Dynamics 365 Marketing and Sales, through a Portal, to enable clients to register and pay for courses to attain certification.
Pharmacy Appointment Management System
Industry: Retail; Grocery/Supermarket
A configured solution using Microsoft Dynamics 365 Field Service through a Portal to track covid shot appointments at pharmacies and then using the Dynamics 365 Marketing module to send SMS messages to confirm appointment bookings.
Banking Management System
Industry: Financial services
A configured solution using Microsoft Dynamics 365 Sales customized to track client interactions, integrated with a loan management system and central banking system, for the retail, business, foreign exchange, wealth management, and insurance management businesses within a financial institution.
Healthcare Regulator Professional Membership Management System
Industry: Healthcare; Regulatory and professional oversight
A configured solution using Microsoft Dynamics 365 Sales, integrated with Outlook, SharePoint, online payment system, and GP, to manage the entire membership process, education, self-policing, and membership services.