- Organisation
- Sage Homes
- Predecessor
- customer and property data distributed across spreadsheets, SharePoint folders, third-party systems and paper-based application and payment processes, with legacy telephony disconnected from CRM
- Destination
- integrated Dynamics 365 Contact Center, Customer Service, Field Service and Customer Insights – Journeys with a Dynamics 365 customer portal and Power BI reporting
- Workload
- Microsoft Dynamics 365 and Power BI
- Stage
- completed
Evidence boundary: The source supports operational use and measured outcomes. It does not identify every retired third-party system, state one exact production go-live date or prove complete retirement of every predecessor component.
Verified platform change
UK affordable-housing provider Sage Homes operates an integrated Dynamics 365 platform for customer contact, field service, journeys, portal interactions and reporting.
Transition
From: customer and property data distributed across spreadsheets, SharePoint folders, third-party systems and paper-based application and payment processes, with legacy telephony disconnected from CRM
To: integrated Dynamics 365 Contact Center, Customer Service, Field Service and Customer Insights – Journeys with a Dynamics 365 customer portal and Power BI reporting
Known unknowns
The source supports operational use and measured outcomes. It does not identify every retired third-party system, state one exact production go-live date or prove complete retirement of every predecessor component.