08 Aug, 2024 | Case Study

Dynamics CRM for Recruitment and Workforce company

Posted on 08 Aug, 2024 by Somesh Siripuram, Posted in Dynamics 365

Customer Overview

Customer is a leading provider of contingent workforce solutions, specializing in Payrolling and Independent Contractor Compliance services.

Application Requirements

Customer was using Microsoft Dynamics CRM 365 as their primary software for customer engagement, customer relationship and invoicing etc. The core business processes of Customer included screening of contractors, 3rd party verifications, onboarding of contracts and contractors, generating invoices and maintaining wage bills and payments.

Microsoft Dynamics CRM had been heavily used for ensuring critical business processes are effectively run.
Customer also used Dynamics CRM Portal, which comes by default with Microsoft Dynamics CRM 365. Dynamics Portals give a value addition to businesses by providing non-CRM users or management / executives to view and get information via a web portal. This reduces use of too many Microsoft Dynamics CRM 365 users, as well as prohibiting non-required CRM users to access business critical information. However, Dynamics Portal costs per-user which is a costly recurring affair.

Customer wanted to decouple the Dynamics Portal by replacing it with a custom-built web app, which will have full integration of Microsoft Dynamics CRM 365.

Integration Requirements:

Customer also wanted to integrate Dynamics 365 with multiple 3^rd party tools for business operations including:

1. DocuSign – For seamless employee signing with real time status.
2. AlphaTrust – Real time E-signing  integration
3. FADV (First Advantage) - Employee Background and I9 Verification
4. Twilio SendGrid - For SMS integration
5. BulkSMS – for SMS integration
6. Hubspot - For Leads and Opportunities real time integration with D365

Technologies Used:

• Languages: .NET, ReactJS, TypeScript, JavaScript, AngularJS, NodeJS, MS Dynamics CRM Web APIs
• Database: Microsoft Dynamics 365, Azure Table storage, MySQL, SQLite
• Third Parties: FADV, Twilio, Hubspot, Daxtra, DocuSign
• Design: Bootstrap Responsive Design

Solution Provided:

Nebulaa implemented and integrated Dynamics 365 across 3 business areas for the customer:

For Sales

• Customer uses Hubspot for lead generation. We built real-time bi-directional integration of Hubspot with Dynamics 365 to integrate – Leads, Accounts and Opportunities.
• This allowed for smooth transition between Sales and Marketing teams.
• We implemented round robin lead assignment for Sales team members based on their allocation.
• Nebulaa built tailored Power BI reports for Sales Managers and Sales Team allowing manager to identify bottlenecks and address any concerns.
• Sales Team was enabled with information to see their monthly and annual targets in D365.
• Implemented custom Quote pricing tool based on various parameters and dimensions which allows Sales team to generate quotes and send to customers.

For Operations

• A single Workforce solution platform for operations and HR team to manage.
• Complete Onboarding tool with all the candidate and client onboarding information
• HR management for employees in D365 including wages, contracts and document management for all employees and contractors
• Employee verification and Job changes tracking within D365