Case Study: Legacy Line achieves centralized customer insights and sales growth with Microsoft Dynamics 365

UAE financial family office plans for growth with business insights

Legacy Line is a UAE-based family office that provides investment advice, inheritance legal services, and entrepreneurship training. As it expanded into new regions and added sales staff, the company struggled to track and manage sales activities, capture orders and invoices accurately, and produce reliable revenue forecasts.

Partnering with Exceed IT Services, Legacy Line implemented Microsoft Dynamics CRM Online (Dynamics 365 for Sales) and Office 365 to centralize customer data, automate lead and sales processes, and enable secure access across locations. The result is a single source of truth for contacts, improved sales tracking and invoicing, and in-depth reporting that supports more accurate forecasting and planning.

Legacy Line

Karim Ghandour

CEO