Dynamics 365 Archives | Confiz

Transforming finance and operations for a data driven future with Dynamics 365

food commodities

Enhancing operational resilience with Dynamics 365 Managed Services

events planning

From bottlenecks to breakthroughs: Redefining success with a modernized D365 CRM platform

Nursing association

Transforming sales efficiency with Dynamics 365: Toppan Gravity’s success story

Empowering Middle East’s largest conglomerate’s cloud ERP journey with Dynamics 365 F&O

Empowering Middle East’s largest conglomerate’s cloud ERP journey with Dynamics 365 F&O

Streamlining Communication with Microsoft Dynamics 365 CE and Twilio Integration

Confiz leveraged its deep expertise in Dynamics 365 CRM implementation to deliver expert consultancy services tailored to the client's needs. The process began with a thorough assessment of the client’s technology infrastructure, involving interviews and shadow sessions to fully understand the operational dynamics, including both the functional and non-functional requirements of the sales team. During the discovery phase, the Confiz team identified the necessity of migrating phone numbers from the existing lead generation tool to Dynamics 365 Customer Engagement (CE). To tackle this challenge, the team developed a strategy that involved securing new phone lines for each store, thereby accommodating both the digital and store sales teams. Upon further analysis, it became evident that the client's existing setup was not only restrictive but also posed risks to the organization’s operations. The use of a single phone line per store allowed customers to opt out of critical account resolution messages when they opted out of sales messages. With this insight, our seasoned CRM functional and technical consultants recommended acquiring separate phone lines for the sales team and migrating only the digital sales operations into CE. To facilitate this transition, the team executed Dynamics 365 CE’s built-in integration with Twilio. This involved setting up accounts and sub-accounts in Twilio for each store, registering campaigns, and linking messaging services to the corresponding phone numbers. This integration enabled seamless communication through Twilio within CE

Driving retail-first innovation and embracing the digital invoicing era

Driving retail-first innovation and embracing the digital invoicing era in KSA feature image

Strategic healthcare evolution: Dynamics 365 Commerce innovations in action

Catalyzing customer excellence: Dynamics 365 CE’s breakthrough journey

A culinary evolution: Elevating restaurant operations and HRM with Dynamics 365