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.
