Microsoft Dynamics CRM Add-In to Create and Distribute Meeting Follow-Ups

Summary

An offshore-services provider relied heavily on online meetings with high-profile oil & gas clients and wanted to ensure every participant received timely, comprehensive follow-ups with no details missing. To do so, it added a component to its Microsoft Dynamics CRM that automates manual tasks and the distribution of meeting minutes. INNERLUXES, sub-contracted for the work, built the add-in on top of Dynamics CRM Online.

About the Client

The end Client is a global provider of HVAC (heating, ventilation, and air conditioning), mechanical steel and structure, electrics, refrigeration, and maintenance services for offshore and marine installations such as oil drilling platforms and deck cranes. The Client has worked with major oil & gas companies.

The Challenge

Given the nature of the Client's business, online meetings are a crucial part of the workflow. Communicating with high-profile end clients daily, the Client wanted to ensure all participants would receive timely, comprehensive follow-ups with no details missing. To achieve this, it chose to introduce an extra component to its CRM system that would automate most manual tasks and facilitate the distribution of meeting minutes.

The Solution

INNERLUXES's Microsoft Dynamics CRM consultants were sub-contracted to upgrade the default functionality of the Client's CRM system with an advanced redistributable component on top of Microsoft Dynamics CRM Online. The new features included a custom calendar, alerts, and automatic distribution of meeting follow-ups to participants.

Additionally, the component can automatically export participants' profile data and insert it into custom forms that may be required during the company's interaction with end clients.

The Results

• In line with the requirements, the new component was seamlessly integrated with the B2B CRM system to enable easy, time-efficient management of meeting minutes through a clear, intuitive user interface.
• With the ability to draft and automatically distribute follow-ups in real time to all meeting participants, no business-critical information could be lost in remote communication.

Technologies and Tools

Microsoft Dynamics CRM Online 2013, 2015, HTML5, CSS, JavaScript, AngularJS, WebStorm, .NET C#.