Dynamics CRM integrated with SharePoint to deliver a simplified sales and marketing platform for a manufacturing giant


A CRM system integrated with SharePoint to deliver a simplified sales & marketing and services system focused on usability. The new system greatly helped in increasing efficiency, reducing down time and setting new industry standards.

Technology Stack

  • MS Dynamics CRM
  • ASP .Net
  • WordPress
  • Twilio
  • Recurly
  • Angular.js

Client Challenge

A complex workflow was deteriorating services rendered and missing functionalities were affecting overall business. The aim was building a system which will remove the difficulties associated with managing sales (field and inside) and ensuring that sales and services are in constant touch, with no geographical barrier playing play to business success.


We built a system which was a amalgam of collaboration and usability to boost user adoption. The new system was to be built in conjunction with the current system, wherein changing workflows would result in information cascading effects. Dynamics CRM custom workflows to suit specific needs of the manufacturing industry were built to bring about added features and Integrate for optimal SharePoint experience