This website uses cookies to ensure you get the best experience on our website.
Accept
Learn More

Book a Consultation

Book a Consultation

Dynamics 365 CRM for Manufacturing

Case Study

Microsoft Dynamics 365 CRM implementation for a US-based manufacturing company

A US-based manufacturing company used Dynamics 365 CRM for improved operational efficiency and better sales pipeline visibility.

Learn how Beyond Key helped a US-based manufacturing company adopt Microsoft Dynamics 365 CRM to increase sales pipeline visibility and serve their customers better with marketing insights.

Carry Green

About the Customer

Our client is a leading full-service mechanical constructor for thermodynamics and energy systems. They employ over 1,000 workers and cater to a vast customer base across the East Coast.

About the Project

Beyond Key implemented a CRM built with Dynamics 365 which could help the company share its customer-related information amongst the sales and marketing people. Eventually, they were able to track sales-related and execute more customer-centric marketing campaigns. The CRM was rapidly deployed, easily customized, along with the integration of Product Catalog with their existing financial software.

To get more details about Dynamics CRM implementation, download our case study now!

  • D365 CASE STUDIES
    CGIAR
    CGIAR

    CGIAR Systems Organization implemented Dynamics 365 for Sales Module for donations, fundraising and volunteer management

    Read More
    fENIX
    Fenix Group is a US-based company for Paints and Coating solutions

    We Fenix Group is a US-based company for Paints and Coating solutions achieve Case automation and progress tracking in real-time.

    Read More
    Dynamics365CRM Insurance
    Insurance

    A Canadian insurance company leverages Microsoft Dynamics 365 for sales pipeline management

    Read More
    Dynamics 365 CRM for Non-profit
    Dynamics 365 CRM for Non-profit

    Microsoft Dynamics 365 CRM implementation for a Florida-based non-profit organization.

    Read More
    Dynamics 365 Education
    Dynamics 365 Education

    A Wisconsin-based non-profit organization leverage Microsoft Dynamics 365 for Education.

    Read More
  • D-365 WEBINAR
    Omni Channel
    Deliver an Omnichannel Customers Service Experience with Dynamics 365

    Customer service is experiencing a transformation. Customers now expect reliable responses across multiple communication channels.

    Read More
    Effectively Forecast Sales Using Dynamics 365 Sales Insights
    Effectively Forecast Sales Using Dynamics 365 Sales Insights

    Leverage artificial intelligence to help your sales team predict the best opportunities for converting prospects into clients.

    Read More
    Create Raving Customers with Dynamics 365
    Create Raving Customers with Dynamics 365

    If your salespeople do the right things at the right time, your customer service goes from good to great.

    Read More
    Dynamics 365: Creating A Better Vendor Experience
    Dynamics 365: Creating A Better Vendor Experience

    Remaining competitive in business today, companies must be lean and agile.

    Read More
    Supercharge Your Marketing Efforts With Dynamics 365
    Supercharge Your Marketing Efforts With Dynamics 365

    Do you want to automate your marketing efforts while offering a personalized experience for your customers?

    Read More
    Supercharge Your Marketing Efforts With Dynamics 365
    Supercharge Your Marketing Efforts With Dynamics 365

    Discover how to use Dynamics 365 and Power App Portals to improve your customer service quality.

    Read More
    Get More Donors to your Online Fundraising with the right tools
    Get More Donors to your Online Fundraising with the right tools

    COVID-19 is still disrupting nonprofit fundraising efforts. However, thanks to advances in technology, it is possible for nonprofits

    Read More
    Nonprofit CRMs: Make Every Donation Count
    Nonprofit CRMs: Make Every Donation Count

    In times of trouble, every donor becomes even more valuable to a nonprofit.

    Read More
    Dynamics 365 CRM: Make Smarter Decisions in Uncertain Times
    Dynamics 365 CRM: Make Smarter Decisions in Uncertain Times

    Challenging times are when sales professionals need to be at their best.

    Read More

Download The Complete PDF

Other Case Studies

Tableau for Data-Driven Decision Making  - Success Story
Leveraging Tableau for Data-Driven Decision Making

The client is a leading US-based university dedicated to delivering excellent higher education.

Read More
HR Analytics Dashboards for Financial Services Company
HR Analytics Dashboards for Financial Services Company

US-based financial services company leverages HR analytics to combat end-to-end HR reporting challenges.

Read More
IPG: Consulting services
Snowflake - IPG: Consulting services by Beyond Key

Check how Beyond Key helped a US based Insurance company leverage Snowflake to transform large datasets into actionable insights.

Read More
Power BI Marketing
Power BI Marketing

Revolutionizing Marketing Performance with Power BI: A Success Story of a US-Based IT Giant.

Read More
Insurance House
Insurance House

Power BI Solution empowered efficient workflow, optimized resource allocation, new growth through actionable insights.

Read More
Breg
Breg

Beyond Key's Power BI finance dashboard helped Breg consolidate and analyze financial data, enabling real-time monitoring and informed decision-making.

Read More
Financial Analytics
Financial Analytics

Beyond Key implemented Power BI-based Finance Dashboards for a leading Investment Advisory company to analyze financial health and improve decision-making.

Read More
AI-OCR for Insurance
AI-OCR for Insurance

See how our OCR-based Automation Transforms Enrollment Form Processing for Leading Insurance Provider.

Read More
Power BI Solutions
Power BI Solutions

Logitech company uses data analysis and visualization to bring out the best in its products.

Read More
Business Intelligence for Manufacturing
Business Intelligence for Manufacturing

US based aviation component manufacturer utilizes Power BI Gantt Charts to improve their decision making

Read More
Security Assessment for Manufacturing
Security Assessment for Manufacturing

An eco-friendly bag manufacturer in the USA looked to resolve security and regulation problems on their ecommerce website

Read More
Healthcare nonprofit generates productivity reports using Tableau dashboards
Healthcare For Nonprofit

Healthcare nonprofit generates productivity reports using Tableau dashboards.

Read More
D365 and Power BI Integration
Dynamics 365 Power BI Integration

Chicago-based market research company refines its marketing insights with D365 and Power BI Integration.

Read More
Nabay Online Virtual Mall
Nabay Online Virtual Mall

Oman based retailer creates a Virtual Shopping experience by building one of the largest Virtual malls.

Read More
Data service and visualization - Beyond Key
Data services for IT company

Data service and visualization are offered for US-based Insurance clients to help their internal teams make better decisions.

Read More
DQ Technologies Inc
DQ Technologies Inc.

Builds a mobile fleet management system to improve communications and make stronger, data-informed decisions.

Read More
Taymor
North America based manufacturer

North America based manufacturer Taymor leverages Power BI to improve Data Visualization and Performance

Read More
Predictive Analytics
Healthcare software company

Behavioral Healthcare software company modernized virtual care experience

Read More
Predictive Analytics
Insurance Software Solutions

Risk Intelligence Software company leveraged Power Automate to improve business efficiency

Read More
Predictive Analytics
Predictive Analytics

Predictive Analytics helps catering company optimize their food sourcing and distribution processes

Read More
Predictive Analytics
Sales Analytics

Leading building material company leverages sales dashboards to improve business efforts

Read More
HR Analytics
HR Analytics

Microsoft Power BI reports developed to manage end-to-end HR analytics, people information and data.

Read More
Fenix
FENIX

Microsoft Dynamics 365 Portal Development for Fenix Group

Read More
CGIAR
CGIAR

CGIAR Systems Organization implemented Dynamics 365 for Sales Module for donations, fundraising and volunteer management

Read More
QA for Insurance
QA for Insurance

Insurance giant leverages end-to-end software testing services to offer a seamless customer experience.

Read More
GROW
GROW

Australian NFP, Grow gets strong data architecture and intuitive BI visuals to improve employee productivity

Read More
BI for NPO
BI for NPO (DOMO)

Leading NPO leverages Business Intelligence tools to turn data into live visualization.

Read More
Power bi for insurance
Power bi for insurance

Insurance company embraces Power BI dashboards to boost their sales team's productivity.

Read More
QSC
QSC Reflect (QA)

Electronic giant used automation testing to improve the quality of remote monitoring and management of their AV systems.

Read More
Dynamics 365 Education
Dynamics 365 Education

A Wisconsin-based non-profit organization leverage Microsoft Dynamics 365 for Education.

Read More
Predictive Analytics for Policy Cancellation
Voice Tech using Tawq

Intelligent Transcription Service Helps Insurance Company Improve Customer Service & Agent Performance

Read More
Predictive Analytics for Policy Cancellation
Predictive Analytics for Policy Cancellation

Insurance Service Provider leverages Predictive Analytics to Reduce Policy Cancellation Risks

Read More
Data Visualization for Healthcare NPO
Data Visualization for Healthcare NPO

Trusted Healthcare provider of America leverages BI & SharePoint Integration for advanced Data Visualization

Read More
BI Integration for Healthcare NPO
BI Integration for Healthcare NPO

Leading Healthcare NPO Leverages BI integration to optimize clinic performance and patient care strategies.

Read More
Non Profit
Dynamics 365 CRM for Non-profit

Microsoft Dynamics 365 CRM implementation for a Florida-based non-profit organization.

Read More
Insurance
Insurance

A Canadian insurance company leverages Microsoft Dynamics 365 for sales pipeline management

Read More
ML and tensorflow
Handwritten Text Recognition with Machine Learning

Group insurance company automates manual process of text extraction from PDFs using Machine Learning skills

Read More
Nexx Home
Nexx Home

Intelligent Home Automation solutions to control your high-tech, modern home from anywhere in the world.

Read More
Data De-Dulication
Data-Deduplication

Data-Deduplication Solution Powered with Machine Learning and Fuzzy Search

Read More
Mist
Mist

Real time location tracking, proximity messaging and way finding simplified with amazing MIST technology

Read More
Pressure Pro
Beyond Pro

Developed IOT system utilizing Bluetooth Low Energy device for automating Tire Pressure Monitoring Process

Read More
QSC
QSC

Electronic giant leverages Moodle CMS to automate Learning Management System

Read More
mypark
Mypark

Electronic giant leverages digital receipt software system using Point of Sale (POS) Machine

Read More
smart door
Smart Door

Smart home automation device company leverages wearable devices, AI and voice recognition technology to control home doors with voice, anywhere, anytime.

Read More
Dawson
Dawson

Defense contract company utilizing skill management software to easily store and search employee information

Read More
SZUL
SZUL

Developed modern website and complete e-commerce marketplace for an online jeweler to boost their sales

Read More

Contact Us

Use the contact form below for any questions or requests related to our services.

Loading bar Processing...