How Cyviz Optimized Dynamics 365 Sales & Marketing Operations with Dedicated Managed Support

LocationGlobal

SolutionDynamics 365 Managed Support & Administration

Dedicated

Managed Support for Sales & Marketing

Role-Based

User Setup, Security & Notification Governance

Streamlined

Business Process & Module Configuration

At-a-Glance

Cyviz — a global Information Technology innovator delivering advanced visual collaboration and command center environments.

Case Study

CHALLENGE:

Lacked internal expertise to administer and manage Dynamics 365 Marketing and Dynamics 365 Sales, faced challenges aligning configurations with business requirements, and struggled with administrative modules.

SOLUTION:

Provided dedicated support for D365 Marketing and Sales, assisted with user setup, role hierarchies, email integration, and notifications, configured business processes and administrative modules, and supported marketing functions.

RESULTS:

Stable system administration, robust role-based security governance, streamlined business processes, and continuous functional and technical maintenance.

The Challenge: Internal Administration Gaps in Dynamics 365

Cyviz delivers advanced command-and-control collaboration solutions for global enterprises, defense agencies, and corporations across international markets. To support their worldwide operations, they rely heavily on Microsoft Dynamics 365 Sales and Dynamics 365 Marketing.

However, the organization lacked internal expertise to administer and manage Dynamics 365 Marketing and Dynamics 365 Sales effectively. They faced ongoing challenges aligning system configurations with their evolving business requirements and struggled with managing business processes and configuring administrative modules within the platform.

Lack of internal expertise in managing Dynamics 365 Marketing & Dynamics 365 Sales.

Challenges in aligning system configuration with business requirements.

Difficulty in managing business processes and configuring administrative modules within the system.

Operational delays in user setup, role management, and ongoing email notification handling.

Why Cyviz Chose Intelegain

Cyviz selected Intelegain as their dedicated Microsoft Dynamics 365 managed service partner for their comprehensive administrative mastery, technical responsiveness, and cross-module expertise across Sales and Marketing.

Dedicated Support Model:

Provision of certified D365 functional and technical specialists providing continuous administrative governance.

Security & User Governance:

Expertise in role-based security architectures, user provisioning, and enterprise email integration management.

Business Process Configuration:

Proven track record configuring administrative modules, automating system workflows, and assisting marketing operations.

Implementation: The Intelegain Approach

Intelegain delivered a dedicated managed application support program designed to stabilize, administer, and continuously optimize Cyviz’s Dynamics 365 environment.

Phase 1: Environment Audit & Support Structure Establishment

Assessed Cyviz’s Dynamics 365 Sales and Marketing configurations, identifying administrative gaps, security role misalignments, and key business process bottlenecks.

Phase 2: User Setup, Role Governance & Email Integration

Managed user onboarding, security role hierarchies, email integrations, and email notification management. Provided hands-on support in configuring administrative modules to mirror business requirements.

Phase 3: Ongoing Managed Support & Marketing Maintenance

Established dedicated ongoing functional and technical support for Dynamics 365 Sales and Marketing. Provided continuous assistance with marketing functions, workflow tuning, and general system maintenance.

Microsoft Dynamics 365 SalesMicrosoft Dynamics 365 MarketingSecurity Role Hierarchy & GovernanceExchange & Email Notification IntegrationsAdministrative Module Management

Measurable Results

Dedicated

Ongoing expert functional and technical support across Sales & Marketing

Governed

Streamlined user onboarding, role hierarchies, and email notifications

Aligned

System configurations and administrative modules matching business needs

Continuous

Proactive application maintenance and marketing execution assistance

With Intelegain providing dedicated support for Dynamics 365 Marketing and Sales, Cyviz overcame its internal administration challenges. Their environment is now proactively maintained, properly configured to business requirements, and fully governed for global operations.