Dynamics 365 Sales
Commercial management, prospects, opportunities, products, goals, activities, pipeline, forecast and a 360-degree customer view.
CRM, front end and productivity
Microsoft Dynamics 365 for financial institutions.
We design, implement, integrate, migrate and evolve Dynamics 365 and Power Platform solutions that connect customer relationships, financial processes and institutional operations.
Participation in Microsoft pathways for applications, cloud, data, artificial intelligence, infrastructure, modern work and security01 / Business outcome
CRM must operate as part of the business, not as an isolated platform.
Rhino Systems connects Dynamics 365 with products, customers, records, channels, rules, data and core systems. The solution is designed around the institution's real processes and the decisions its teams need to execute.
The goal is not simply to install technology. It is to leave usable processes, stable integrations, reliable information and an operation that can be measured, managed and evolved.
We take responsibility for moving each initiative from definition to a real operation that is completed or stabilized.
02 / Capabilities
An integrated platform for relationships and operations.
We configure and extend Microsoft capabilities according to each institution's operating model, architecture and obligations.
Dynamics 365 Customer Service
Service, requests, cases, service levels, follow-up, knowledge and continuity across channels and teams.
Power Apps and Power Automate
Applications and automations that digitize decisions, approvals, tasks and operating processes with control and traceability.
Integration, data and migration
Connections to core banking, channels, records, engines, internal services and third parties through APIs, integrations and governed data models.
03 / Financial processes
From commercial opportunity to continuous service.
The platform can coordinate the complete customer journey and connect it with the systems that execute financial operations.
Segmentation, opportunities, activities, products and goal tracking.
Data capture, validations, documents, KYC, approvals and follow-up.
Applications, evaluation, rules, decisions and integration with engines and core systems.
Relationships, products, interactions, requests, cases and commitments in one integrated view.
Core banking, channels, payments, notifications, data and transactional services.
04 / Delivery
Responsibility throughout the complete lifecycle.
Technology, process and adoption are governed as a single initiative, with acceptance criteria and evidence of progress.
- Definition and assessment
Objectives, scope, processes, owners, dependencies, risks and metrics.
- Functional design and architecture
Operating model, experience, data, security, integrations and technical decisions.
- Configuration and development
Implementation of standard capabilities, extensions, automations and interfaces.
- Migration and testing
Data quality, functional, integrated, security, performance and acceptance testing.
- Deployment and stabilization
Operational readiness, cutover, production release, hypercare and closure of pending items.
- Evolution and support
Enhancements, administration, monitoring, incident management and platform continuity.
05 / Microsoft ecosystem
Implementation, licensing and continuity under one governance model.
Rhino Systems integrates business and technology consulting with administration, support and escalation capabilities across the Microsoft ecosystem.
06 / Contact
Let's discuss your Dynamics 365 initiative.
Tell us which process you need to implement, integrate, migrate, stabilize or evolve.
atencion@rhino.systems+52 55 4777 6300+52 55 4841 8378