Personalized Industry Solutions

Our solutions, developed for the automotive industry, cover numerous aspects of operational processes in this sector. The automotive industry’s biggest challenge is creating a connected experience for customers, dealers, distributors, service centers, suppliers, fleet customers, and OEMs. These companies’ business models require the combination of Dynamics 365 CE modules, Power Platform, and Azure to overcome this complexity.

The UDS solutions for the automotive industry include the following:

• D365 Sales, D365 Customer Service and D365 Field Service implementation and customization

• B2B and B2C portal development for vendors, dealers, and internal users (with Dynamics 365 integration)

• Self-service customer portals
• Car fleet management applications and custom solutions for internal automotive processes
• Vehicle order management
• Scheduling system with custom calendars for car reservations, service appointment booking, technician allocation, etc.
• Invoicing with AI automation
• Automated customer support
• Lead scoring and prioritization using AI models
• Performance dashboards and sales tracking

• D365 Customer Insights customization for personalized omnichannel marketing journeys based on real-time triggers and event management

• Customer feedback and NPS tracking automation
• IoT integration for vehicle diagnostics and predictive maintenance

EXPLORE MORE Dynamics 365 and Power Platform cases for Automotive.

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The key benefits of using D365 CRM for real estate include centralized client and tenant information, improved lease and contract management, and better financial visibility.

For our clients in this field, it is crucial to avoid manual errors. We help them gain more automation using Power Platform, Azure, and AI technologies.

Here are some use cases to streamline your Real Estate and Property management:

• Customer, cooperative, investor, vendor, service/maintenance, and other portals
• Custom mobile applications for external users and mobile CRM for internal employees
• Data integration across CRM, ERP, and property systems
• Secure integration with the specific government, financial, and public utility systems

• Omnichannel support with the advanced D365 Customer Service module

• Case management
• Task management solutions
• Dynamics 365 Field Service integration
• Facility management workflows with technician dispatch, routing optimization, and renovation request management tools
• Lead-to-deal pipeline for buyers and tenants with property pricing and offer management
• Scheduling systems for tenants (to book shared spaces, services, equipment, or other grouped resources)
• Integrated event and communication modules with a chat system
• Customer data management
• Cooperative information and document management
• Invoicing module with custom tools such as Rent Billing and Payment Tracking, Sales Catalogue Tool, Payment Mapping Tool, Invoice Generation Tool, Financial Calculation Tool, etc.
• Automate accounting operations with bank integration
• Advanced reporting tools with customizable dashboards

Read OUR CASES BASED ON Dynamics 365 for Real Estate.

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For companies operating in the financial and accounting sectors, Dynamics 365 CRM serves as a system of action.

It helps understand customers, build close relationships with them, mitigate regulatory risks, and make decisions based on enriched data.

With UDS assistance, you can easily adapt to asset‑heavy and usage‑driven revenue scenarios.

These are some of our Financial and Accounting use cases:

• Power Platform custom development

• B2B and B2C portals
• Complex tax reporting system
• Web and mobile applications for payroll audit, internal audit management systems
• Financial Risk Assessment Application
• Multi-entity and intercompany accounting workflows
• Billing automation
• Accounts payable and receivable automation
• Cash flow tools
• Dynamics 365 invoice management application with email-to-invoice processing
• AI invoicing
• Budget planning and approval workflows
• Reporting and analytics with financial real-time dashboards
• Financial forecasting models with custom AI agents

• Project management with D365 scheduling solution

• Pricing and discount management
• Purchase order management

STUDY MORE Dynamics 365 cases for Finance and Accounting.

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Wholesale and retail companies face a wide range of challenges, managing them like a conductor guiding a large orchestra. Rich dashboards and advanced analytics are at the core of predicting fluctuating customer needs, planning procurements, and maintaining control over operational overheads.

At UDS, we help overcome these challenges. Our Microsoft-certified experts have developed a set of comprehensive solutions: Dynamics 365 Sales Solution for Wholesalers, Product Information Management, and Inventory Management Tools.

Some of our Dynamics 365 cases for wholesale and retail industries include these:

• Industry-specific Wholesale solution

• Dynamics 365 Sales module setup and customization

• Custom portals and webshops
• Integration with Dynamics 365 Business Central and other ERP systems, e-commerce platforms, and marketplaces
• Omnichannel commerce (offline + online integration with checkout optimization)
• Sales pipeline and opportunity tracking with lead-to-order and order-to-cash workflows, cross-sell and upsell automation
• Product information management with product catalogs
• Order management
• Pricing and discount management
• Quote management
• Purchase order and procurement workflows, Returns, refunds, and exchange management
• Inventory tracking and warehouse optimization
• Shipping and logistics integration
• Customer service and support
• Supplier and vendor management system
• Contract management
• Personalized marketing campaigns with unified customer experience and full-cycle journey orchestration, customer segmentation and targeting, special offers, and loyalty programs
• Billing and invoicing automation

READ THE FULL Dynamics 365 case for Wholesale.

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For manufacturers, Dynamics 365 Customer Engagement (CE) modules help address the disconnect between companies, suppliers and end buyers. And with supply chain disruptions, regulatory changes, and rising costs for materials and energy, a customized CRM system becomes a must.

Our Dynamics 365 manufacturing cases demonstrate how businesses improve operational efficiency with corresponding data across all departments.

We set up sales and marketing activities, configure AI insights, and implement tighter integration with third-party tools.

Below are some UDS solutions for manufacturing:

• Configuration and customization of the key Dynamics 365 modules – Sales, Field Service, and Customer Service
• Integration with webshops, portals, ERP, and third-party systems

• Product information management solution with product lifecycle management

• Pricing and quote management
• Supplier management solutions
• Customer self-service portals
• Lead-to-order process automation
• Production planning tools

• Resource scheduling solution

• Work order management solutions
• Custom approval workflows

• Inventory management tool and warehouse solutions

• Logistics and shipment tracking solutions
• Predictive maintenance with IoT integration
• Mobile field service app
• Contract and procurement workflow automation
• Document management

DISCOVER OUR Dynamics 365 cases for Manufacturing.

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Today, the importance of digitalizing for such industries as healthcare insurance is obvious.

We transform the way health organizations provide high-touch tele- and home-health services. Patients get better monitoring and 24/7 access to care.

Health centers reduce administrative burden, improve access to medical cases, and make knowledge sharing easier and faster.

See some of our healthcare and insurance cases:

• CRM integration for data, policy, and document management
• Integration across EHR and EMR systems
• Patience relationship onboarding and management systems
• Self-service customer portals
• Mobile healthcare apps
• Appointment booking, resource, and staff scheduling systems
• D365 Customer Service with Contact Center for omnichannel communication and outreach automation with chatbots + AI smart assistance
• Automated case management
• Knowledge base management, AI-driven diagnostics support, and predictive analytics tools for patient risk identification
• Insurance claim processing automation
• Regulatory compliance tracking, data privacy, and consent management
• Broker and agent management systems
• Lead and opportunity management for insurance products
• Sales (quote to purchase) and customer journey automation
• Billing and invoicing workflows
• Commission payouts and accounting
• Hospital and clinic operations dashboards with internal service request workflows

FIND HERE SOME OF OUR Dynamics 365 cases for Healthcare.

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CRM solutions for Education and Research offer a full range of services designed to cover student intakes, registration process, event organization, and administrative operations. Integration with university portals, Outlook, and Teams improves collaboration with students, government, and partners.

Our clients from the educational sector benefit from full student lifecycle management, process automation, personalized communication, advanced analytics, and secure data handling.

Here are some of the Education and EdTech cases:

• Implementation of Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Marketing modules
• Integration with various collaboration tools and other educational systems
• School and university portals, student and employee portals, learning management systems and professional development portals, educational resource portals and online course platforms, parent portals and learning forums
• Landing pages and digital forms connected with CRM
• Customer applications for educational operations
• Chatbots for student and employee support
• Student and staff recruitment and admissions workflows with application tracking functionalities
• Data management systems with such modules as Staff Management, Student Management (HR and Workforce management), Course Management, Academic Performance, etc.
• Course management with remote tools
• Scheduling and attendance tracking systems
• Assignment and assessment tools
• Notification workflows
• Student support and case management modules
• Data, analytics, and reporting tools

READ OUR Dynamics 365 case for Education.

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Every non-profit company’s functionality differs based on the sector and country where it operates. It requires collaboration with donors, beneficiaries, volunteers, and the government.

Using a custom approach in our UDS Grant Management Solution, we built software to help non-profits accelerate their missions. The result is as efficient as our clients expect.

The UDS solutions for non-profits are a security-first system that improves engagement and retention, helps with resource allocation, data management, fundraising, and brings more transparency to decision-making.

The list of the UDS solutions for non-profits may include the following:

• Dynamics 365 Sales, Marketing, Project Operations, and Customer Service customization

• Grant management solution

• Custom portals, including grant application and submission portals
• Program management
• Tender management systems
• Case management
• Fundraising campaign management solutions
• Contract and account management, opportunity and pipeline management
• Automated approval processes
• Budget allocation systems
• Document, compliance, and regulatory tracking solutions
• Advanced customization of Dynamics 365 Marketing with participants list, payments, surveys, and mailing
• Reporting with custom dashboards

EXPLORE OUR Dynamics 365 case for a non-profit organization.

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