Case Study: Magna IV Engineering achieves service excellence and unified cloud collaboration with Microsoft Dynamics 365

Fast-growing electrical engineering company delivers service excellence using Microsoft Cloud

Magna IV Engineering, a medium-sized electrical engineering firm with offices in Canada, the United States and Chile, more than doubled in size and found its processes couldn’t keep up. Information was trapped in local silos, staff relied on paper for project tracking and quoting, and teams struggled with email archiving, document version control and cross‑office collaboration.

By adopting Dynamics 365 for Sales and Office 365 (Exchange Online, OneDrive, SharePoint, Skype for Business and Yammer), Magna IV centralized CRM and document workflows, enabled mobile and real‑time collaboration, and standardized sales tracking across the company. The move eliminated bottlenecks, improved efficiency, freed employees from routine tasks, and created a more collaborative culture—allowing the company to maintain service quality and scale without adding headcount.

Magna IV Engineering

Jonathon Abel

IT Manager