Case Study: Ancillare achieves faster, more accurate proposal generation with SoHo Dragon’s custom .NET document generator

International Bank launches custom document generation in 4 months with SoHo Dragon

International Bank faced challenges in generating complex proposals due to the inherent limitations of Microsoft Dynamics 365 CRM, which struggled with data-source compatibility, large data volumes, and complex document templates. They needed a custom document generator that could seamlessly fetch data from both Dynamics 365 and Business Central, import images, and provide alerts for database changes. SoHo Dragon was engaged to develop a .NET application to address this need.

SoHo Dragon developed a tailored .NET application that integrated with both Dynamics 365 and Business Central to intelligently consolidate data and import images. They utilized the client's existing Telerik platform and built a robust alert generation tool with Power Automate. The solution provided International Bank with enhanced proposal efficiency, improved data accuracy and visual appeal, cost-effective integration, and proactive issue resolution through timely alerts, giving them a competitive advantage.