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This success story highlights the introduction of Microsoft Dynamics 365 Sales at A.EG RISCOSSIONI S.P.A., a well-established company in Italy, active in services for Public Administration, multi-utility services (gas, water, electricity), and the real estate sector. Founded in 1987, the company has evolved over the years to meet the ever-changing and growing demands of the market.

As the company continued to grow and the volume of tasks to manage increased, the need arose for a robust process management system to improve efficiency and organization in daily business operations.

Key Needs Identified in Meetings with the Client:

• Implement a solid and organized CRM system to monitor the evolution of their clients.
• Define a simple and smart system for managing client commitments: scheduling activities, setting appointments, and sending emails.
• Develop an application to better manage taxpayer records and pending payments.
• Structure a module for managing and tracking the requirements and activities related to public tenders.
• Develop a project management process, from winning the public tender to managing the reporting.

Thanks to close collaboration with the client and the team of Esobit professionals specialized in Microsoft Dynamics 365 solutions, a detailed technical project was outlined to achieve these objectives.

The "agile" project development methodology (small successive feature releases) allowed A.EG RISCOSSIONI S.P.A. to start using Dynamics 365 functionalities within a few weeks, immediately noticing the system's potential.

Customized Application Development

In parallel, a fully customized application integrated into Microsoft Dynamics 365 (using Microsoft Power Apps technology) was developed. This provided the client with a simple and functional platform to monitor taxpayer calls, their status, and proceed with the necessary records in the management system.

All processes were further enhanced by the integration of a fully integrated VoIP switchboard with the developed software procedures, and by adopting Microsoft 365 as a collaboration platform (email, calendars, shared drives).

From the start, the entire company staff showed enthusiasm, providing specific feedback that highlighted the following:

• The new tool significantly reduced task management times.
• Information is now shared easily and quickly across the entire team.
• Native integrations with Microsoft 365 provide a clearer and more timely view of deadlines.
• Integrations with the switchboard speed up the identification of incoming callers.
• The ability to manage all functionalities via mobile allows the use of Dynamics 365 anywhere, offering the significant advantage of staying updated on client status and deadlines.

Ongoing Project Development

The development project is still growing. Thanks to the potential and versatility of the application, the client has opted for a global evolution of their business based entirely on Microsoft Dynamics 365.

We thank the entire team at A.EG RISCOSSIONI S.P.A. for their professionalism and collaboration, and for giving us the opportunity to share their experience in this article.