Financial Services Company Boosts Performance Upgrading Legacy CRM to Microsoft Dynamics 365

Joe Bonomo May 17, 2023 Article
Image of a computer with financial statistics with Corterra branding overlaid

Corterra Solutions successfully upgraded a leading financial services firm’s aging CRM platform to Microsoft Dynamics 365 with minimal disruption to the business, bringing new levels of process automation and insight to support operational and growth initiatives. With millions of transactions processed a year, this was quite an undertaking.

Click here to read the full case study.

Categories: Dynamics CE / CRM UG, Financial Services

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