About the client
StoneX is a global financial services firm with sales and service teams across regions. It moved its CRM from Salesforce to Microsoft Dynamics 365 to support changing business processes and improve day-to-day workflows. The goal was a CRM that is more flexible and easier to maintain. The transformation also involved external integrations, security controls and a structured deployment approach across development, testing and production.
What we did
- 1
Supported the migration of core CRM functions to Dynamics 365, turning business requirements into configuration and customization while preserving essential business processes.
- 2
Worked from the business's requirements to customize Sales, Marketing and Service processes. This covered new tables, fields, relationships, forms, views and business rules.
- 3
Built Power Automate flows for scheduled processing, record updates, eligibility checks, lead qualification and keeping related records in sync.
- 4
Integrated Dynamics 365 with Cvent for event management. It covered event and event-member sync, custom field mapping and registration data. OAuth 2.0 authentication was part of the integration design.
- 5
Automated the links between Events, Event Members, Campaigns, Leads and Contacts, including many-to-many relationships.
- 6
Added case rules for ticket types and subtypes, conditional required fields, and form sections that show or hide based on an application's status.
- 7
Worked on the integration requirements for application-status processing through Azure Functions and Kafka. This supported moving status updates into CRM workflows and associating application records with cases.
- 8
Configured security roles and supported role-based access requirements. Supported releases across development, testing and production through managed solutions and Power Platform pipelines.
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The results
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