Dynamics 365 Solution for Car Rental Portal

Power AppsPower Apps
Power AutomatePower Automate
Microsoft Dynamics 365 Sales. Quick Start

Geography

Germany

Industry

Automotive

Company size

50 employees

Implementation

2021

Client’s Request

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The client, a German automotive company founded by two innovative brothers, wanted to streamline communication with over 10,000 end-users and incorporate advanced technologies into their business processes. To achieve this goal, they enlisted the help of UDS Systems to establish a Microsoft Dynamics 365 system and create a B2C React Portal. This solution improved the company's communication with customers and partners and provided a platform for innovative business development.

Preparation

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Upon evaluating the client's request, the team recognized the primary objectives necessary for executing the project:

  • Establish effective communication with drivers, car owners, auto repair partners, insurance, law, and leasing companies to become a client-oriented company.
  • Reduce costs by streamlining and automating workflows and tasks in business processes in the B2C React Portal, Microsoft Dynamics 365, Outlook, and other custom software.
  • Central access to otherwise decentralized, retained information, i.e., integration of internal and external data sources at a specified level of security.

Realization

To address the client's request, UDS Systems set up Microsoft Dynamics 365 and developed the Dynamics 365 Portal, which allowed for centralized access to both internal and external data sources at a specified level of security. Additionally, registration and login to the Dynamics Portal were made accessible through Facebook, Gmail, and Microsoft Azure Portal ID, providing clients access to highly personalized content.


UDS Systems helped users view and share stored documents easily, increasing productivity and strengthening collaboration between business units and teams. B2B customer self-service functionality on the Portal allowed for viewing detailed databases of the company's offices and services, creating service requests and work orders, tracking status details, appointment windows, and expected delivery times. Integration with Google Maps also made it possible to find nearby service partners and receive SMS or email notifications about locations and statuses.

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Microsoft Power BI reports integration on portal pages created exhaustive visual representations of analytical data while displaying Dynamics 365 Forms and Grids on the Portal. It made managing personalized content easier and getting the latest information from integrated internal and external data sources. Activity portal pages also enabled users to display incoming and outgoing emails and other activities from Outlook, Microsoft Dynamics 365, and Microsoft Teams and view and manage attachment files stored in Microsoft SharePoint.

Implementing the UDS Attachment Transfer add-on provided robust functionality to synchronize attachments from Microsoft Dynamics 365 to SharePoint Online, Azure ID, OneNote, or Dropbox. At the same time, the Document Portal Management performed with SharePoint Multi-File Uploader allowed Dynamics 365 users and administrators to upload/download multiple files to various entities, enhancing productivity.

Visualization

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Automotive UDS-services Portal Home page
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What The Customer Received

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Summary

UDS Systems implemented Microsoft Dynamics 365 and a Dynamics 365 Portal to improve communication with 10,000+ end-users, providing secure, centralized access to internal and external data sources. The Portal allowed easy registration and login via Facebook, Gmail, and Microsoft Azure Portal ID, increased productivity through document viewing and sharing, and offered B2B customer self-service functionality and Google Maps integration. Personalized content management was facilitated through Microsoft Power BI reports and activity portal pages, with attachment file storage and management made more accessible through the UDS Attachment Transfer add-on and Document Portal Management.