Customer story

Efficiency and Accuracy with Microsoft Dynamics 365

At Evitec Solutions, we specialize in developing solutions on the Microsoft Dynamics 365 platform. This versatile CRM system is widely used in companies. We have built solutions on this platform that have helped our customers in the financial business automate their operations. The benefits of these solutions are evident in the time saved and reduced processing errors.

Automated Asset Management

In one of our assignments, we acted as consultants for a customer, helping to develop a solution that enhances the management of portfolios, fund accounting, regulatory reporting, and foreign exchange trading. We participated in a software development project that created tools to improve asset management, brokerage services, and fund management, ultimately enhancing the customer’s process efficiency. All this was seamlessly integrated into the Microsoft Dynamics 365 system.

The solution automates many manual tasks, such as data entry and report generation, freeing up employees’ time to focus on more important tasks. Additionally, the solution increases data accuracy and reduces the number of human errors. Our customer can now produce regulatory reports quickly and effortlessly, reducing their administrative burden.

We were also involved in developing a solution that allows trading in foreign stocks without separate currency conversions from the investor’s perspective. The solution reconciles purchases and sales made on the same day, optimizing the bank’s internal currency trades.

Streamline Product Management Processes

Did you know that Microsoft Dynamics 365 can significantly enhance database and data management? In the Dynamics interface, creating and modifying data structures is smooth. This greatly speeds up the system’s implementation and maintenance. We have extensive experience in implementing and optimizing such solutions.

We specialize in creating customized processes in the Microsoft Dynamics 365 environment. These often require software development and customized solutions. We have comprehensive experience in targeting and building these solutions precisely to business needs.

Automated Release Pipeline

Microsoft Dynamics 365’s publishing management can also be built with automation that reduces manual work, bringing the desired part of the code from the source code to the environment quickly, with automatic version control and packaging. This ensures consistency and enhances the continuous integration and delivery pipeline. For a customer, we implemented such a solution that reduces the need for manual work and improves efficiency. As a result, significant time is saved since a single change can take several hours of work for a developer.

Leverage Your Existing Microsoft Dynamics 365 System

These projects are excellent examples of how combining the technical expertise of the Microsoft Dynamics 365 system with business knowledge can save time and money for your company and your clients. The most important factor is always careful planning and precise definition in the initial phase, where the value of a skilled partner stands out – take advantage of our experts’ know-how!