What’s Next?
- An email and phone call from one of our representatives.
- A time & cost estimation.
- A follow up conversation for your feedback and questions.
Customer Profile
Customer delivers electricity to more than five million consumers in eleven states. It ranks among the nation’s largest generators of electricity, owning 38,000 megawatts of generating capacity in the U.S. It owns the nation’s largest electricity transmission system, a 39,000-mile (63,000 km) network that includes 765-kilovolt ultra-high voltage transmission lines, more than all other U.S. transmission systems combined.
The customer has a vast network of electricity distribution in the US. Now, the customer is targeting to launch gas services along with their existing electric services in residential and commercial markets. Customer wants to integrate gas within their existing electric CRM using Dynamics 365 CE. VNB Apps & Integration Team reviewed the task and architected a low code operations platform based on Microsoft Dynamics 365 CE. This meaningfully extended their existing investments in Microsoft Dynamics 365 to integrate gas-related entities, and workflows and to include automation in Dynamics CE.
Following a thorough analysis of the client's needs, VNB suggested using existing Dynamics 365 CE integrated with power platform tools such as Power Automate and Power Apps which will help to automate the overall process. VNB integrated the Gas Canvas app into a model-driven app that requests a small amount of data from the sales representative before triggering Power Automate, which then sends back a prediction of usage for the next 12 months to Dynamics CE so the sales representative can use it as needed. Excel was initially used to complete this procedure. Much automation was made to save sales reps time, including managing volatile days, making SharePoint files, auto-filling data fields, and computing fields. For the customer, address validation was a big problem. When a sales representative inputs an incorrect address, a lot of trouble follows. Therefore, we suggested using Power Automate custom connector using Smarty Street API, which gets a record's address and cleans, validates, and sends the revised address to the fields. By doing this, we have decreased process-related human mistakes in the sales rep data collection process. We also proposed an idea to use PCF components that auto-completes the address when the user types in the address field. This was possible using the Bing API key which saves sales rep time reduces typing errors. The design was meticulously thought out so that the integration and operation of the electric and gas would be smooth. A sales rep can easily enter records for accounts, addresses, contacts, and other information into the same forms, and depending on the commodity selected—gas or electricity—all the forms and fields will transition to the appropriate supplier type when the sales representative enters record specifics in the user interface. This was possible using JavaScript and C# codes in the backend for validations, switching forms, automation, etc. The overall solution is a complete transformation in the way their contact center advocates and sales representatives interact with customer data.
VNB assisted a Canadian fitness brand move from a legacy CRM (Maximizer) to Dynamics 365 to improve customer service.
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