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FSVC Modernizes Project and Document Management with Dynamics 365 Customer Service

FSVC Modernizes Project and Document Management with Dynamics 365 Customer Service

FSVC Modernizes Project and Document Management with Dynamics 365 Customer Service

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2 Pages

Financial Services Volunteer Corps (FSVC), a nonprofit that has completed more than 3,000 projects across 65 countries, relied on Excel, shared drives, and a complex Oracle system for project and document management. CloudFronts replaced Oracle with Dynamics 365 Customer Service, providing a more adaptable cloud platform for projects, contracts, resources, contacts, accounts, and custom entities. SharePoint Online was implemented for secure document management, while a customized SSRS report provided real-time operational insights. After go-live, project managers could manage 3,000+ projects more easily, employees could securely access documents worldwide, and senior management and board members gained real-time visibility into project status for faster decision-making.

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