When a longtime client faced challenges with retrieving product information and managing customer orders in their Dynamics 365 system, they turned to us for a solution. The out-of-the-box search functionality was not sufficient to handle the complexity of their inventory and customer data. In response, we developed a custom search tool that helped streamline their operations and drastically improved efficiency.
The Problem: Inefficient Product and Order Search
Our client manages thousands of products, customer orders, and service requests in Dynamics 365. The default search system couldn’t handle the complexity and volume of data they needed to access quickly. Users were spending too much time searching through pages of irrelevant data and struggling to find the information needed for customer orders and invoices.
Our Solution: A Custom Search Tool Tailored to Their Needs
To address the client’s needs, we implemented a custom search tool that could:
- Search Multiple Entities Simultaneously: The tool allowed our client to search across different entities like customer records, orders, and invoices, providing a unified view of all relevant data in a single search query.
- Advanced Filtering and Sorting: We introduced the ability to filter search results by specific attributes, like domain, telephone, Order No, P.O. No, and Invoice No to name a few, which made it easier for the team to find the exact information they needed.
- Real-Time Search Capability: The tool supported real-time search results and wildcard searching, allowing users to quickly refine their queries and see instant feedback.
The Results: Improved Productivity and Customer Service
After implementing the custom search tool, our client saw a significant reduction in turnaround time. Employees were able to access the right customer information faster, leading to better decision-making and quicker response times to customer inquiries. This enhanced productivity has ultimately led to better customer service experiences, and will help our client scale operations with the existing team without sacrificing performance or accuracy.
If you want your company to run more efficiently, reach out to us today to set up a Strategy Session.
