How a Global Professional Advisory Firm Simplified Its Client Management with Dynamics 365 Sales
A fast-growing professional advisory firm with teams across the US, Japan, India, Europe, and the Middle East was struggling to manage clients and sales in a smooth and organized way. Their business relied heavily on trust, accurate client information, timely follow-ups, and strict confidentiality. But as the firm expanded globally, their earlier way of managing work simply could not keep up.
Client data was scattered across emails, spreadsheets, and different local tools. The same client appeared multiple times with conflicting information. Teams in different countries could not see each other’s updates, which led to missed follow-ups, repeated conversations, and confusion. Language differences made collaboration even harder. On top of this, tracking client communication consent became a compliance risk, and management lacked a clear real-time view of overall business performance.
For a professional advisory firm—where accuracy and trust are the foundation—these challenges started slowing down growth and affecting client experience.
To resolve this, the firm decided to bring all client and sales operations onto Microsoft Dynamics 365 Sales, with Kasadara Technology Solutions as their implementation partner.
Kasadara helped the firm shift from scattered information to a completely unified system. All client details—contact information, service history, conversations, and documents—were stored securely in one place. Duplicate records were automatically identified and cleaned, which improved the accuracy of reports and restored confidence in decision-making.
Since the firm worked across multiple countries and languages, Dynamics 365 Sales was configured to support multilingual teams and enable seamless collaboration. Everyone could finally see the same client information, updated in real time.
Sales tracking became much easier. Every enquiry, discussion, and opportunity could be monitored step-by-step. Advisors received automatic reminders for follow-ups, reducing missed opportunities. Visiting cards could be scanned directly from mobile phones to create client records instantly—saving hours of manual work.
To further improve productivity, Kasadara enabled LinkedIn Sales Navigator integration, helping the team connect with decision-makers, view profile insights, and build stronger client relationships without leaving the CRM.
Management also gained powerful dashboard views, offering a clear picture of revenue, enquiry status, high-potential opportunities, and team performance. These real-time dashboards helped leadership make faster and more confident decisions.
The firm also benefited from the Campaigns feature in Dynamics 365 Sales, which allowed them to run structured outreach activities for their contacts—whether for new service launches, event invitations, or follow-up sequences—ensuring consistent engagement with clients across regions.
With secure access control, every employee could only view the information relevant to their role, reducing privacy risks. Client communication permissions were also tracked properly, helping the firm stay compliant with regional data privacy regulations.
Within a few months, the firm saw significant improvements. Enquiries turned into clients faster, duplicate records dropped sharply, and teams across countries operated with better coordination. Management finally had a complete, real-time understanding of business performance. Client privacy risks reduced, and the firm became fully prepared for audits and compliance checks.
Most importantly, the leadership team could make decisions confidently, backed by accurate data and clear visibility across the business. What began as a need to fix data challenges evolved into a complete transformation of how the advisory firm handled client relationships, sales processes, and global operations.
With the implementation of Dynamics 365 Sales by Kasadara Technology Solutions, this global professional advisory firm moved from disconnected systems to a simple, secure, and well-organized client management platform—strengthening client trust, improving sales performance, and supporting long-term global expansion.
