Dynamics 365

Canadian Transportation company transforms its operations with Microsoft Dynamics 365

Industry: Trucking, Transportation Services

ShortLine Moving Solutions Inc. is fast growing company in Winnipeg, Canada that provides full service moving solutions that includes packaging and door-to-door moving services.

The Problem:

Shortline had fragmented systems that were causing inefficiencies within the business. Their staff was spending too much time on repetitive actions and not enough time where they would generate most value. They were also having a hard time putting numbers to questions while trying to grow the business. The decided to look for a unified platform to streamline their business processes.

Having looked at major ERP systems through to open-source solutions, the team narrowed down to a platform that would be robust enough and help scale as the business grows. They realised Microsoft Dynamics 365 was the appropriate solution for them.

Riley George, Chief Growth Officer had been scouting for a firm at an appropriate budget. They decided to look overseas and after the necessary due diligence decided to partner with Intelegain to help devise the right solution using Dynamics 365.

The Solution:

Intelegain implemented Dynamics 365 CRM and Business Central for process automation for company’s sales, accounting, and field staff.

The solution involves real time integration of custom web-based quote creation tool with Dynamics 365 Sales for auto creation of opportunities for further processing.

Riley states “Microsoft Dynamics offers a good balance in terms of cost and, would offer the necessary scalability going forward.”

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