USA Based Client Gets Data Consolidated Using Dynamics 365

Client Overview:

A prominent USA healthcare service provider who has a direct link with the US government. The client manages multiple hospitals, their staff and equipment.

Problem Statement:

The business flow is managed in multiple disparate systems. The data needed to be copied and consolidated from these systems for reporting, and it became a cumbersome process.

Solution Provided:

Dynamics 365 solutions of finance, sales, field service and project were implemented for the client. Sales and field service managed the prospects and service parts for the customer's clients. Employee assignment, expenses, and time-entry were done in the project and T&M modules. Finance handled the backend posting and detailed financial and government compliance reporting.

Benefits to Client

• The client got different best-of-breed solutions under a single Microsoft Dynamics 365 umbrella.
• As all the systems were part of the same Dynamics Ecosystem, sharing data between systems became easy and reliable.
• The ROI of the overall project was available quickly.
• An employee of the client likes the new UI as it is similar to the existing Microsoft office interface.