Customer story

Sales, service and field service modernization for a workplace technology leader

Salesforce and ServiceNow displaced by Dynamics 365 with Copilot and voice agents on top.

The customer

A Fortune 1000 global workplace technology and services company helping enterprises modernize digital workflows, IT, content and customer support.

The problem

Three vendors, three data models, and a service experience assembled from the seams between them.

What we built

We modernized enterprise sales, service, field service and contact-centre capability on Microsoft Dynamics 365, including Salesforce and ServiceNow displacement, omnichannel service and voice-agent innovation.

What changed

  • Legacy CRM and ITSM platforms displaced
  • Omnichannel service on one platform
  • Copilot-enabled and voice-agent experiences

Built with

  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 Contact Center