case study

a success story

“creating the digital sales force”


the challenge


the client was using Microsoft Dynamics NAV in a highly customized and poor performing manner


the underlying processes were manually driven and process flows were ambiguous, resulting in pointless progression back & forth – deterring process efficiency

the client was unable to track the current status of leads and next best action


the lack of follow-up process, poor lead qualification and poor documentation of opportunity closure lead to the loss of potential customers


the client was facing a critical need to establish clearly defined processes and map them to the system


critical functions including sales pipeline management, service contract management and related process approvals were manual and tedious – with a high probability of errors

the client is a leading manufacturer of high-end pipe and pipe fitting supplies


the client provides structural products for the petrochemical, offshore, power, water and others industries from its manufacturing facilities in Jebel Ali, UAE

the solution

after a comprehensive requirement study and system diagnosis, oryx services recommended the implementation of Dynamics 365 sales edition


this involved upgrading the existing Dynamics NAV environment to Dynamics ERP Business Premium


the key functionalities implemented included finance, sales and pipeline management, purchase, inventory management, warehouse management as well as service management


the results

the new deployment allowed the client to gain real-time visibility of lead status

by standardizing on the Dynamics platform all related business processes were connected and managed on a single cloud based platform 

the overall pricing and quotation of the offered products and services became Pricing & Quoting smoother, more transparent and compliant  through clearer visibility and intervention

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