Microsoft Dynamics 365 Sales Helps OSHEAN Maximize Their Modern Work and CRM Investment

Microsoft has an unbeatable Modern Work application suite. For decades, the applications that composed what was then known as Office (now part of Microsoft 365) have been the gold standard in workplace productivity. Adding to that is the addition of Microsoft Teams, connecting employees and enabling rich collaboration experiences.

For organizations that use these apps and want to move to a professional solution for Customer Relationship Management, Dynamics 365 Sales is a natural choice. “The integration with Office apps, Teams, and Business Central makes Dynamics 365 Sales a no-brainer for customers, because Dynamics 365 Sales gives them CRM features that are intuitive and easy to adopt,” said Peter Wolf, President of Azamba Consulting Group. “Add to that the Power Platform, which lets you build additional automation, integrations, and insights in weeks versus months at an SMB price point, and it simply can’t get any more attractive.”

Dynamics 365 Sales Streamlines Member Relationships for OSHEAN

Since 1999, OSHEAN – a non-profit coalition of universities, K-12 schools, libraries, hospitals, government agencies, and other non-profit organizations – has focused on providing cutting-edge network, cloud, and security solutions for members and the communities they serve.

Much of their critical member data resided in several Excel spreadsheets and other specialized systems, leaving information siloed and disconnected, hampering data access and collaboration. They needed a better solution, and their search led them to Dynamics 365 Sales.

When they evaluated Dynamics 365 Sales against other solutions, the ‘better together’ message with their existing Microsoft 365 investments really resonated,” recalls Wolf. “The flexibility of the Power Platform also appealed to OSHEAN, because they had a lot of data in other disparate systems that they wanted to pull together.

In just 4 months, Azamba guided OSHEAN through a successful deployment of their new CRM solution. What were the results?

Key business data from multiple sources was made available to both business and technical users via Dynamics 365 Sales, Outlook, and Teams. Centralizing their data store has increased efficiency. It also opens more doors of opportunity to gain business insights via Power BI.

While CRM is often thought of as a sales tool, it’s really about streamlining processes and operations. OSHEAN is using Dynamics 365 Sales to create a new foundation that allows data to flow seamlessly from one department to the other, giving everyone the data they need to do their jobs more efficiently and serve their members better,” said Wolf.

Azamba, with over 20 years of industry experience, helps its customers succeed with a “crawl, walk, run” approach to CRM implementation. Go-live was just the beginning. OSHEAN was helped to become more self-sufficient with their new solution as Azamba trained key staff on how to build dashboards in Dynamics 365 Sales so they can customize their data views as requirements change.

Power Platform provides a cost-effective way to streamline and automate processes further over time as needs and optimizations become apparent. It’s an incredible value proposition for small to medium-sized businesses. “It really goes back to doing more with less and boosting productivity,” mentioned Wolf.

Read the full case study.

Dynamics 365 Sales Can Boost Your Productivity Too!

Would you like to explore how Dynamics 365 Sales can help you optimize business processes, automate common tasks, and make your staff more productive?

Contact us at Azamba today and learn more about our fixed-price implementations, our 100% money-back guarantee, and our “crawl, walk, run” approach that brings results with high impact and value.

By Azamba Consulting Group | www.azamba.com

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