Mitacs

Mitacs
Development

Industry

Non-Profit

Platforms Supported

Dynamics 365 - Sales

Services Rendered

Dynamics 365 Consulting

Website

Mitacs

Introduction

Mitacs is a Canadian non-profit organization that fosters research and training collaborations between academia, industry, and government in Canada and worldwide. Their programs provide funding for research internships and fellowships for graduate and postdoctoral fellows, as well as research grants for faculty members.

The organization aims to support research and innovation that will benefit society, promote academic-industry partnerships, and develop the next generation of researchers and innovators.

Solutions

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Dynamics 365 Solution

Mitacs partnered with Twelverays to implement and fully configure the Dynamics 365 Sales module for their business development staff. Twelverays provided expert guidance and support throughout the implementation process, ensuring the system was customized to meet Mitacs' specific needs and requirements.

They also provided training to the staff to ensure that they were comfortable and proficient in using the system. Furthermore, Twelverays took a significant step forward by integrating Power Automate into the Dynamics 365 environment. This integration was pivotal in streamlining business operations, allowing Mitacs to automate repetitive and mundane tasks efficiently. This not only saved time but also reduced the risk of human error, enhancing overall operational accuracy.

Additionally, Twelverays facilitated the integration of a third-party grant management system with Dynamics 365. This integration ensured seamless data flow and better management of grant-related processes, which was critical to Mitacs' operations. The incorporation of this external system further streamlined workflows and improved data accessibility, significantly benefiting the business development team.

Moreover, Twelverays implemented Power BI embedding within Dynamics 365 Sales. This powerful feature enabled Mitacs to have advanced analytics and real-time insights at their fingertips. The embedded Power BI dashboards offered a comprehensive view of sales performance, customer data, and other key metrics, empowering the Mitacs team to make data-driven decisions swiftly.

With Twelverays' help, Mitacs successfully adopted Dynamics 365 Sales and improved their business development processes, ultimately leading to increased efficiency and productivity. The addition of Power Automate, third-party integration, and Power BI embedding transformed the Dynamics 365 system into a more robust and comprehensive tool, aligning perfectly with Mitacs' growing business needs.

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