Providing Dynamics 365 Solution for an Elevating Company

quality-main-image-bella-elevator-pg24
Symmetry Elevating Solutions is the largest network of independent elevator and accessibility contractors in North America. With National Reach, Local Service. Symmetry Elevating Solutions is a preferred dealer network, bringing to the marketplace both innovative private label products and premier niche accessibility products throughout the United States.

With over 80 locations in North America, Symmetry Elevators is equipped to meet the accessibility needs of a wide spectrum of clients, from home and business owners, to municipalities, schools and other governmental entities.

Challenge

Symmetry Elevating Solutions was looking to extend the existing CRM solution for integration with their partner companies that order elevators and lifts from them. They were using the traditional approach of MS Excel forms for taking orders from their partners which also involved a lot of paper work and manually processing the order. They were looking for some automated solution to eliminate paper work and streamline their business process flow.

Solution

Symmetry Elevating Solutions had a lot of dependent products and the ability to allow choosing only the relevant products based on the parent product selection in CRM was very much crucial for their business in order to manufacture an elevator according to the customer needs. Most child Products will have to be automatically chosen when the specifications are keyed in by the user.

For their business requirements we devised a client side solution for extending the CRM which search the database for a qualifying Product using OData/REST Endpoint and either load the results (if a single child Product is identified) or filter the lookup (if multiple child Products are identified) into the cost inputs for the form.

Results

The new system, due to centralized processing, provides a more transparent set of data.  This has enabled employees to create quotations with more speed and accuracy and see instantly where errors have occurred or where the service process has encountered difficulties. Furthermore the whole customer history can be brought up instantly – reducing manual searching time and making the overall service more efficient, intelligible and less labor intensive.

how can we help you?

E-mail us at info@scaleablesolutions.com or submit a business inquiry online using our contact page.

I can highly recommend Aamir and the whole Scaleable Solutions team for the software development work that they have done – both expediently and accurately. They are very proficient in Dynamics 365 development.

Alex Kazansky
Director of Dynamics 365 Development, Broadlook Technologies

Looking for a First-Class Business Plan Consultant?