In today’s fast-paced B2B environment, efficiency is key to staying competitive. When a longtime client approached us with challenges related to retrieving product information and managing customer orders within their Dynamics 365 system, we knew we had to come up with a tailored solution. The default search functionality in Dynamics 365 wasn’t able to keep up with the complexity of their inventory and customer data, leading to frustration for our client and their customers. In response, we developed a custom search tool that streamlined their operations and dramatically improved their overall efficiency.
The Problem: Inefficient Product and Order Search
Our client manages thousands of products, customer orders, and invoices within Dynamics 365. While the platform offers robust features, the out-of-the-box search features simply couldn’t handle the scale or complexity of their business. Users were wasting valuable time sifting through pages of irrelevant data, struggling to find the specific information they needed to manage customer inquiries in a timely manner.
Our Solution: A Custom Search Tool Tailored to Their Needs
To address our client’s pain points, we implemented a custom search tool that is specifically designed to meet their needs. Here’s how we enhanced their search capabilities:
Search Multiple Entities Simultaneously: Our custom tool allowed the client to search across different entities, such as customer records, orders, and invoices, in a single pane of glass. This unified view of all relevant data saved time and ensured users could find all necessary information in one place.
Advanced Filtering and Sorting: We introduced advanced filtering options that allowed users to refine search results by specific attributes, such as domain, telephone number, Order No, P.O. No, and Invoice No. These filters made it easy for the team to zero in on the exact customer data they needed without wasting time on irrelevant results.
Real-Time Search Capability: The custom search tool supported real-time results and automatic wildcard search functionality. Users can quickly refine their searches and see instant feedback, improving the speed and accuracy of their queries.
The Results: Improved Productivity and Customer Service
The impact of the custom search tool was immediate. With the new solution in place, our client saw a significant reduction in the time it took employees to access relevant customer and product information. The improved search functionality allowed the team to respond faster to customer inquiries and made decision-making more efficient.
As a result, the client experienced:
Increased Productivity: Employees were no longer bogged down by inefficient search processes, enabling them to accomplish more in less time.
Enhanced Customer Service: With quicker access to customer and order data, the team was able to resolve inquiries more quickly and accurately, leading to better customer experiences.
Scalable Operations: The client was able to handle a growing volume of orders and customer requests without sacrificing performance or accuracy, empowering them to scale operations with their existing team.
Conclusion
In the end, our custom search tool has transformed the way our client works within Dynamics 365, boosting productivity, improving customer service, and enabling them to scale their business efficiently. By tailoring the solution to meet their unique needs, we were able to address a critical pain point and provide tangible, lasting value.
If you’re looking to improve your company’s operational efficiency and ensure that your systems work for you, not against you, reach out to us today to set up a Strategy Session. Let’s discuss how we can help you enhance your business with custom solutions like this one!
