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Microsoft Dynamics 365: CRM project including support

Uniper SE

Project

In the first phase, the focus was on consolidating the technical implementations and creating a uniform knowledge base in order to be able to focus on new requirements later on. The CRM was expanded to include marketing features such e-mail marketing, campaign management and segmentation. It now consists of the modules D365 Sales and D365 Marketing. There are currently over 200 active or regular CRM users.

Among other things, the project objectives included:
  • Expanding and establishing new features and functionalities for sales and marketing processes
  • Optimising sales and activity management
  • Developing a professional software development process that includes staging and automatic deployment processes (DevOps)
  • Designing and developing a training app
  • Implementing high-priority topics from the product backlog
  • Setting up a multiple-tier infrastructure to improve software quality
  • Planning and developing a CRM strategy for the coming years and providing change management

The result

adesso is now Uniper’s main contact for operating, expanding and providing support for Dynamics 365. User acceptance as well as system performance were significantly increased, new features were developed and the CRM process was significantly stabilised. The strategic focus is on the development of a comprehensive sales engine. adesso takes a nearshoring approach when carrying out maintenance and regular operations in order to achieve quick and efficient service times.

Technologies used

  • Microsoft Azure Blob Storage
  • Microsoft Azure Cognitive Services
  • Microsoft Azure DevOps
  • Microsoft Azure Functions
  • Microsoft Dynamics 365 Marketing
  • Microsoft Dynamics 365 Sales
  • Microsoft Power Automate
  • Microsoft Power Apps
  • Microsoft Power Platform
  • Microsoft Visual Studio

Uniper SE is a global energy company that generates, trades and markets energy on a large scale. Uniper’s energy sales division offers individual power and natural gas supplies for industrial customers and energy partners such as municipal utilities or regional suppliers

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