Microsoft Dynamics 365 Implementation for Sales and Marketing

Leading international supplier of pumps, valves and related systems company reduced its subscription costs by 40% through Implementation of Microsoft Dynamics 365 for Sales and Marketing

About Client

Founded in 1942 in Pune, India; client is a leading international manufacturer and supplier of pumps, valves and related systems.




Implementation of MS Dynamics 365

Engagement Model

Time and Material

Efforts and Duration

3 Months / 2 man-months


MS Dynamics 365, Web Services

Solution Offered!

Zelite offered package implementation services which included Requirement Specification, Configuration & customization and implement of MS Dynamics CRM 365

Current Phase

Live & under Support Contract

The Need

The client wanted to migrate from Salesfore.com to MS Dynamics 365 for its requirement on Sales Management, Order Management, Service Management, Customer Portal and reporting. Client wanted the new implementation and migration to be completed at earliest and the downtime could not be afforded during the migration due to criticality of systems

The Solution

  • Provided scalable and robust platform to manage its customers and orders
  • Following modules were implemented as a part of Dynamics 365 implementation
    • Sales management
    • Marketing management
    • Order management
    • Service management
    • Customer Portal
  • Reporting
  • Data migration from Salesforce.com to MS Dynamics 365
  • Admin and user training


  • Reduced subscription costs by 40%
  • MS CRM provides ease of use and has increased efficiency of the user significantly
  • Client could utilize the new features of MS Dynamics 365 especially simplified workflows and alerts, reporting wizards and cross-entity views
  • The customer portal has improved customer interaction and satisfaction rates through timely addressing of customer issues.

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