Tailored Dynamics 365 for Investment Manager Audit
**Background:** Anodos Advisors is a consulting firm specializing in fiduciary governance, offering various services to trustees that range from comprehensive governance support to more specialized engagements.
**Challenge:** For many years, Anodos Advisors depended on a limited version of Dynamics 365 for Sales, which fell short in meeting their evolving requirements as the company expanded. They faced challenges with data storage, management, and automation, resulting in inefficiencies that hindered their ability to effectively serve their clients.
**Solution:** To tackle these challenges, Anodos Advisors enlisted the help of Eudokia Technologies to enhance their Dynamics 365 CRM system. The upgraded system featured a more robust structure. One significant advantage was the streamlined process for creating Word templates. Anodos Advisors needed a way to simplify this within the new system design. A feature was integrated that allowed users to generate a master record containing all necessary template information with just one click, eliminating the need for extensive technical expertise and making the process far more accessible.
The enhancements to the system have significantly improved Anodos' business management capabilities, leading to better data storage, quicker and more precise calculations, and effortless template creation. The upgraded architecture has greatly increased operational efficiency, enabling Anodos Advisors to serve their clients more effectively and fulfill their trustee responsibilities. Furthermore, they utilized the new Dynamics 365 CRM system to automate contract creation and tracking, ensuring that client agreements were consistently current and accurate. This transition resulted in marked improvements in the clients' operations, contributing to heightened customer satisfaction and increased revenue.