Risk Management on Opportunities
An industrial consulting corporation required a process which determines how it will pursue new opportunities from its CRM and conduct risk management. Dynamics CRM alone did not provide the ability to execute such processes within the organistion.
The company integrated PNMsoft SCE with Dynamics CRM. PNMsoft SCE retrieves the opportunity data from Dynamics CRM and populates a web form which is routed to the appropriate employee for further analysis.
Read the rest of this Case Study on our Dyanamics CRM blog.