Development

Adapting Dynamics 365 to Peoples Group needs

Learn how Twelverays implemented a Dynamics 365 solution for Peoples Group and how it was an 90% more cost-effective, 70% faster process.

Dynamics 365, CRM installation

Install Dynamics 365 cost-effectively, quickly and stress-free

Introduction

Peoples Group has been providing tailored financial services to the Canadian marketplace for more than 35 years.

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‍Challenges - Install Dynamics 365 cost-effectively,quickly and stress-free. Rapidly and affordably adapt Dynamics 365 to Peoples Group needs.

‍Solution - Leverage Twelveray's expert Dynamics 365 knowledge and best practices.

‍Results - 90% more cost-effective, 70% faster,stress-free implementation. Customize 20% of Dynamics 365 processes.

Solution 1

Provision Dynamics 365 Sales Module

Solution 2

Set up Sales modules

Solution 3

Consult with business to implement business rules

Solution 4

User training for high adoption rate