About client

Polish broker company operating on a grain market as an intermediary between buyers and sellers. It works with large and small trading companies across the whole European continent.

The challenge

Upgrade from Dynamics CRM 4.0 to CRM 2015 in order to increase usability and functionalities in sales and services modules.

What we did

  • Full functional upgrade from Dynamics CRM 2011 to CRM 2013 to CRM 2015.
  • Making improvements in how the company manages email directly from Dynamics CRM.
  • Implementing dynamic Excels.
  • Integrating Dynamics CRM with Outlook.
  • Integration with Cisco Call Manager.
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