MS Dynamics 365 CRM Transformation
Growing Company (USA)
By Michael Oskola, Founder & AI Automation Architect · Project completed 2024
Migrated fragmented sales operations to unified Dynamics 365 with 9,000+ contacts, custom pipelines, and automated workflows.
What was the problem?
Sales team used 4 separate tools (spreadsheets, Outlook, Mailchimp, a legacy CRM) with inconsistent data. Quarterly reports took 3 days of manual reconciliation.
How did Retailbox solve it?
Migrated 9,000+ contacts to Dynamics 365, built custom pipelines per sales motion, and wired in Power Automate for lead routing, deal stage notifications, and Mailchimp sync. Retired legacy tools gradually over 6 weeks.
Facing the same problem? These are the services that cover this kind of work: HubSpot implementation and CRM migration · business process automation services.
What were the results?
- ✓75% reduction in manual tasks across sales ops
- ✓Quarterly reports now generated in 30 min (was 3 days)
- ✓100% contact data accuracy after migration (was ~60%)
- ✓Team adoption at 95%+ within first month