Case Study: a US-based midsize financial consulting firm achieves streamlined document management with ScienceSoft’s Microsoft Dynamics 365 and SharePoint integration

a US-based midsize financial consulting firm streamlines document management with ScienceSoft

ScienceSoft provided consulting services to a US-based midsize financial consulting firm that was facing a challenge finalizing the implementation and integration of Microsoft Dynamics 365 Customer Engagement and SharePoint after a key developer departed their project.

ScienceSoft's team advised on configuring Dynamics 365 to meet the client's needs and integrated it with SharePoint for document management. This resulted in the client obtaining a fully functional and stable Dynamics 365 solution integrated with SharePoint for facilitated document access.