Case Studies

Microsoft Dynamics 365 Project Operations

The client faced significant challenges in managing their projects and maintaining effective communication with field agents and customers. The primary issues included: 

Field agents were using pen and paper or mobile devices to enter data, leading to inconsistencies and inefficiencies. Customers had to call the client for updates on their projects. The client used Planner to create and maintain the status of various real estate property evaluations, but inter-team communication and document management became increasingly difficult as the number of projects grew.