Enterprise CRM & Integration Project
Kodmonk designed and implemented custom CRM entities, workflows, and cloud integrations.
Pod Scope: Dedicated CRM Solutions Architect and 3 Integration Developers.
Measured outcomeDynamics 365 CRM & Automated Enterprise Workflows
Automated complex enterprise business processes using Dynamics 365, custom Power Platform modules, and seamless third-party ERP integrations.
Context
Enterprise customer required automated lead lifecycle management, custom CRM pipeline entities, and integration with financial systems.
Challenge
Unify fragmented customer data across legacy silos while enforcing strict enterprise data governance and role-based permissions.
Kodmonk Approach
- 01
Architected custom Dynamics 365 CRM entities, security roles, and automated approval workflows.
- 02
Built custom Power Automate flows and Azure Logic Apps for real-time ERP data sync.
- 03
Created intuitive executive dashboards and automated report generation.
Outcomes
- Eliminated 80% of manual data entry for sales and operations teams.
- Real-time visibility into customer sales funnel and service tickets.
- Substantially improved compliance audit readiness.