Explore selected client engagements across Dynamics 365, Power Platform, Salesforce, and AI. Discover the business needs behind each engagement, the solutions delivered, and how they improved day-to-day operations.
Browse by platform to see how organizations connected systems, improved processes, and put new capabilities to work.
Compliance & ESG Software
Dynamics 365 Development & Support · 11+ Years Client Relationship
EQS Group needed dependable CRM functionality and consistent information across connected applications and international entities. Data synchronisation issues, evolving requirements and audit needs called for specialists who understood its business processes and technical environment.
The engagement covered Dynamics 365 customization, plugin development, SSIS-based data warehouse integrations, data synchronization, and reporting enhancements. Troubleshooting, logging, and audit support helped maintain the applications and address operational issues as requirements evolved.
Reliable CRM operations and reporting supporting teams across international entities.
IT Consulting & Digital Services
Dynamics 365 Development, Integrations & Deployment Improvements
An Australian IT consultancy needed specialist Dynamics 365 expertise to enhance a complex CRM environment and its connected applications. Integration issues and accumulated technical complexity were slowing the delivery of business improvements.
Specialist delivery covered CRM customization, ClickDimensions integration, PCF control development and API integrations. Azure DevOps pipelines and deployment processes supported testing and structured releases across environments.
Stable CRM operations with dependable integrations and controlled application releases.
Motorsport & Events
CRM Integration, Campaign Automation & Contract Workflow Delivery
Supercars Australia needed reliable information exchange between its CRM and campaign-management systems. Inconsistent contact data created manual rework, while sponsor contract preparation, approvals and signing required better coordination.
API integrations synchronised contact information between CRM and campaign applications. Connecting Dynamics 365 with DocuSign supported sponsor contract workflows, alongside Power Apps and Power Automate solutions for related operational processes.
Synchronized campaign data and digital sponsor contract approvals and signing.
Contact Centre Compliance & Technology
NICE CXone & Dynamics 365 Integration
Contact-centre users needed customer information from Dynamics 365 while handling interactions in NICE CXone. Switching between applications interrupted their workflow and made it harder to maintain customer context during calls.
Integrating NICE CXone with Dynamics 365 brought relevant customer information into the contact-centre workflow. A unified interface gave users access to CRM context during interactions, reducing the need to switch between applications.
Customer information available during calls without switching between applications.
SaaS & Communications Technology
Dynamics 365 Messaging Integration & Ongoing Development
An Australian messaging business needed to connect its messaging services with Dynamics 365 and support evolving customer requirements. The integration required continued development, maintenance and support as new capabilities were introduced.
Developed a Dynamics 365 messaging integration and published the solution to Microsoft AppSource. Ongoing work covered integration enhancements, additional messaging capabilities, troubleshooting and support to keep the solution evolving with business needs.
Messaging brought into Dynamics 365, with the integration available through Microsoft AppSource.
Manufacturing & Facilities
CRM Enhancements & Sales Workflow Automation
Hufcor needed CRM improvements to support opportunity management, quotations and coordination with back-office systems. Manual processing across these activities created additional work and limited visibility into sales progress and approval status.
The work covered Dynamics 365 sales enhancements, custom opportunity tracking and Power Automate workflows for quotations and approvals. Back-office integrations connected related business information, while documentation and user training supported handover.
Connected sales workflows with clear opportunity visibility and automated quotation approvals.
Manufacturing & Industrial Equipment
Custom Quotation Management System
Symmetry Elevators needed a consistent way to prepare quotations involving complex pricing rules. Spreadsheet calculations and email approvals made the process difficult to coordinate, while managers needed visibility into quotation progress and pipeline information.
A Power Apps quotation application brought pricing logic into a shared solution. Power Automate supported approvals and notifications, while Power BI dashboards gave managers visibility into quotation status and pipeline activity.
A controlled quotation process from pricing through approval.
Software & Technology
Supply Chain Application Modernization
Westwood Software Limited needed to modernise a Microsoft Access-based supply chain application. The existing solution was becoming harder to maintain and extend, limiting its ability to support evolving business requirements and cloud-based working.
The legacy application was rebuilt as a model-driven Power App on Dataverse. Business functionality and data moved into a cloud-based environment, with access controls and Microsoft 365 integration providing a foundation for maintenance and future enhancements.
A modern foundation for managing and adapting supply chain operations.
Property Technology
Property Management Solution for the UK Market
TechLabs London needed specialist Power Platform expertise to develop a property management solution for the UK market. Property listings, tenancy management, maintenance activities and reporting needed to work together, with workflows supporting coordination across related tasks.
Power Apps development covered property listings, tenancy management, maintenance and reporting. Power Automate supported notifications and approval workflows, with handover and onboarding helping the client team use the delivered functionality.
A connected view of property operations, from tenancy management to maintenance.
Compliance & ESG Software
Ongoing Salesforce Development & Support
As EQS Group transitioned to Salesforce, it needed ongoing administration and development from specialists familiar with its business processes. The priority was to support daily operations while adapting the platform to changing requirements across sales, service and customer engagement.
Following years of Dynamics 365 delivery, the relationship continued with Salesforce administration and development across Sales Cloud, CPQ, Service Cloud and Experience Cloud. Work focused on application configuration, enhancements and issue resolution, guided by EQS’s operational priorities.
Salesforce adapted to evolving business needs, with dependable support for daily operations.
Public Sector / Economic Development
Dynamics 365 CRM to Salesforce Migration
An economic development organization needed to migrate from a highly customized Microsoft Dynamics CRM environment to Salesforce. Historical records, notes, and reference data needed to be preserved, while custom entities, calculations, and lookup relationships had to be recreated to support ongoing operations.
Scaleable Solutions supported requirements analysis, data mapping, and migration. Historical records, notes and reference datasets were transferred to Salesforce, with custom objects, relationships, formulas and calculations replacing the corresponding Dynamics CRM functionality. Testing, issue resolution and post-migration stabilisation supported the transition.
A Salesforce environment retaining historical CRM information and essential business functionality.
Health Technology
AI-Powered Compliance Document Management
A German health technology organisation needed a more consistent way to manage compliance documents, versions and approvals. Information was scattered across shared drives, while email-based handovers made document status difficult to track and relevant information harder to find.
A compliance information management solution brought documents into SharePoint and connected approval workflows with Microsoft Teams. Built on Microsoft 365 and Power Platform, the solution also included a Copilot-based agent that helped employees retrieve relevant compliance information through natural-language questions.
Regulatory audit preparation reduced from weeks to days.
Tell us about your business processes and the systems your teams use. We’ll help identify opportunities to improve applications, connect workflows and put AI to work where it adds value.
