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Case Studies

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

Streamlining Communication with Microsoft Dynamics 365 CE and Twilio Integration 
Driving retail-first innovation and embracing the digital invoicing era in KSA feature image

Driving retail-first innovation and embracing the digital invoicing era
Gen AI conversational chatbot

Gen AI virtual assistant: Boosting customer satisfaction and acquisition 
Mobile App Development

Empowering financial innovation: Mobile App Development for a fintech giant  
Data and AI

Data Infrastructure Modernization with Snowflake and Power BI
USA's largest confectionary and food brand

Empowering Business Intelligence through Data Lake integration

Driving digital-first innovation in auto sales and finance operations with Dynamics 365
Lebara

Lebara’s journey toward data modernization
ZATCA integration

ZATCA integration and the strategic move to Store Commerce
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Experience data-driven revolution 

Deliver in-store performance 

Khaadi goes digital in-store 

Warehouse management streamlined 

Mitigating unplanned POS controller downtime 

Accelerate demand planning and analytics 
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Transforming customer service and sales operations with Dynamics 365 Customer Engagement  

Reimagining retail brilliance and operational agility with Dynamics 365

Driving efficiency: VIVA’s success with C-Analytics and Dynamics 365 

Elevating operational efficiency & fostering customer loyalty with Dynamics 365

A tale of modernizing operations with the power of Dynamics 365 Finance and Operations

Maximizing business potential and competitive advantage

A top-down approach to operational excellence 

Warehouse management streamlined 
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