Transforming Services for a World-Renowned Bank
Unleash the Power of Microsoft Dynamics 365 CRM to Supercharge Your Customer Services!
Transform Customer Service with Dynamics 365 CRM
Boost satisfaction and loyalty with modern CRM tools tailored for banks and financial institutions. Empower your teams to deliver quick, personalized service and drive sales performance with real-time insights.
Microsoft Dynamics 365 Customer Service Module and Sales Module of Dynamics 365 is a powerful tool used by the Bank to provide exceptional customer service and increase the sales effectiveness.
Direction Software implemented Microsoft Dynamics 365 Customer Service Module and Sales Module of Dynamics 365 for a major International bank located in the Gulf region for its customer care team to manage their customers better. The client was using a much older version of Microsoft CRM that was causing many issues and was no longer supported by latest browsers like Chrome and Firefox or by the latest Windows Server.
Direction have upgraded the CRM to Dynamics 365 v9.0 On-Premise. Many features and entities which were customized in MSCRM 2011 were changed in D365 using the out-of-box features. Few examples are by way of configuring the SLA Module, Email Templates and using the OOB entities.
There were many features which were hard coded and were changed to Dynamic in Dynamics 365 CRM using the Out of the Box features.
Solutions Overview
How Dynamics 365 CRM Elevates Customer Care
- Upgrade from legacy systems to ensure compatibility and security
- Automate core customer service workflows for faster response times
- Centralize client data to simplify case management
- Integrate channels (phone, email, chat) in one unified platform
Project Case Study
Success Story: International Bank in the Gulf Region
We upgraded a leading bank’s legacy MSCRM 2011 system to Microsoft Dynamics 365 v9.0 On-Premise. Our solutions streamlined their customer care processes and enabled smarter service delivery.
Result Highlights:
- SLA management and automated email templates
- Out-of-the-box entity configuration for flexibility
- Secure platform accessible via modern browsers
Read Case Study
