Case Study

CRM Support Services Help a Nonprofit School to Reduce Issues by 60% and Improve Efficiency by 90%

CRM Support Services Help a Nonprofit School to Reduce Issues by 60% and Improve Efficiency by 90%

Pages 4 Pages

A nonprofit outdoor education school relied on Dynamics CRM to manage the full student lifecycle, but its prior support partner could not stabilize the system, leading to frequent issues that hurt enrollment and course management, unreliable plug-in integrations to Oracle with timeouts and only 50–60% accuracy, and migration/configuration problems when partners changed. Synoptek provided ongoing CRM support and expanded into enhancements and integrations, replacing plug-ins with Azure Functions and Azure Logic Apps using retry mechanisms, adding integrations for expenses and payments, synchronizing attendance and grades, improving portal experiences for students, faculty, and sponsors, and delivering monthly release governance with QA reporting. Results included 90% efficiency improvement,

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