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D365 Sales-Forward – Optimization and Maintenance of an Existing CRM System
Kurzbeschreibung
The project involves the stable operation, optimization, and targeted further development of an existing Microsoft Dynamics 365 Sales system at a public transportation authority. Processes, user-friendliness, and data quality are continuously improved in line with the ongoing development of the standard software. The business departments receive guidance on new requirements. In terms of content, Sales-Forward focuses on two areas: key account sales and the acquisition and retention of end customers. Sales-Forward combines reliable system operation with needs-based further development for both customer groups. This creates a solid foundation for efficient, data-driven sales and the continued expansion of Dynamics 365 Sales.
Ergänzung
The project involves the technical operation, optimization, and targeted further development of an existing Microsoft Dynamics 365 Sales system at a public transportation authority, based on the Microsoft Power Platform and Dataverse. Stable system operation and structured application lifecycle management form the foundation. Processes are continuously optimized and adapted to new releases of the standard software. Business departments receive consulting support for new requirements – from analysis through implementation. The technical focus areas include system operations and support, the customization of model-driven apps, and their extension via plug-ins, JavaScript, and Power Automate. Additional areas include release management, ensuring data quality – including data migrations – the integration of third-party systems via the Dataverse Web API, and reporting with Dynamics 365 and Power BI.
Fachbeschreibung
In key account sales, the focus is on preparing for the data migration to the next phase of expansion. This includes analyzing and preparing existing key account data, defining migration rules, data mappings, and quality criteria, as well as supporting the planning, implementation, and testing of the migration processes. In addition, the system is being prepared for future expansions. In the retail business, the focus is on expanding CRM-based marketing initiatives to build customer loyalty and acquire new customers. This includes campaigns tailored to specific target groups for existing customers, re-engagement efforts for lost customers, and initiatives to attract new customers. Based on CRM data, customers are segmented and targeted through appropriate channels, such as mailings. Analyses enable the measurement of success and the targeted optimization of future marketing initiatives.
IT-Projektdaten
- Branchen Verkehr / Transport / Logistik
- Fachaufgaben business intelligence, campaign management, Customer Relationship Management (CRM), customer segmentation, Sales Force Automation (SFA)
- DV-Aufgaben standard software expansion
- Systemumgebungen Business Intelligence, Cloud Computing, standard software: CRM systems, technical data processing
- Vorgehensmodell agile software development
- Programmiersprachen C-Sharp
- Datenbanken Azure SQL DB
- Entwicklungs- und Testtool .NET Core
- Standardsoftware und BI Microsoft Dynamics 365 Sales, MS PowerBI
- Middleware und Frameworks Microsoft Power Apps, Microsoft Power Automate, RESTful Webservices
Projektbeginn01.05.2026
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