Transforming Financial Services with Microsoft Dynamics 365
We deliver tailored solutions for financial institutions across Middle East and Africa region, automating compliance, enhancing customer experiences, and optimizing operations to drive measurable success in a rapidly evolving industry.
Leading Innovation in Financial Services
The financial services industry faces increasing pressure to stay compliant with ever-evolving regulations, deliver personalised customer experiences, and use data for strategic decision-making.
ATS leverages Microsoft Dynamics to help financial institutions drive innovation, improve client relationships, and maintain compliance.
Addressing Financial Services Challenges
Financial institutions today must navigate a complex landscape of challenges
Data Security
Data Security
Regulatory Compliance
Regulatory Compliance
Operational Efficiency
Operational Efficiency
Customer Experience
Customer Experience
Solving Financial Services Problems with Microsoft Dynamics 365
Microsoft Dynamics 365 plays a central role in how ATS tackles financial services challenges. Here’s how we tailor it to solve key industry pain points:
Solution:
Dynamics 365 Fraud Protection
Impact:
Stay ahead of evolving regulations and minimise risks through automated reporting and monitoring. ATS helps institutions to reduce penalties while maintaining full compliance using Microsoft Dynamics 365.
Solution:
Dynamics 365 Customer Service and Sales
Impact:
Improve customer engagement by providing seamless, personalised experiences across channels. ATS customizes Dynamics 365 CRM to help manage client relationships effectively.
Solution:
Solution: Microsoft Priva and Purview
Impact:
Safeguard critical financial data with advanced security protocols, centralized monitoring, and built-in compliance tools. Leveraging Microsoft Azure’s security framework, ATS minimizes cyber risks while maintaining adherence to privacy regulations.
Solution:
Dynamics 365 Finance or Dynamics 365 Business Central
Impact:
Reduce manual tasks, improve accuracy, and accelerate financial operations with tailored solutions.
Solution:
Dynamics 365 with Copilot and Power BI
Impact:
Enable institutions to identify trends, optimize strategies, and make data-backed decisions with confidence.
Why Choose ATS
With over 10 years of experience as a trusted Microsoft solutions partner for the financial services sector in UAE, Egypt, and Saudi Arabia, ATS delivers tailored solutions that enable digital transformation, streamline compliance, and enhance operational efficiency. Having successfully completed 60+ implementations across the region, we are committed to helping our clients achieve measurable results.
Industry Expertise
Backed by over a decade of experience, ATS has helped financial institutions navigate regulatory challenges and implement robust, scalable solutions tailored to their unique needs.
Microsoft Excellence
With 60+ successful implementations, ATS is recognized as a leading Microsoft partner specializing in Dynamics 365 and Power Platform solutions that align with business objectives and industry standards.
Proven Results
Our proven track record includes improving customer engagement, achieving compliance excellence, and driving operational efficiency for over 60 happy clients across the financial services and other demanding sectors.
Case Study
Al Yaum, a leader in eCommerce and merchant onboarding, faced challenges in managing customers, deals, financial processes, and integrating diverse systems. By implementing Microsoft Dynamics 365 Sales and Business Central, alongside seamless integrations with their Magento portal, Al Yaum transformed its operations. This comprehensive solution enhanced customer management, streamlined financial and supply chain processes, and ensured data flows across platforms, enabling Al Yaum to achieve operational efficiency and scalability.
About the Organization
Al Yaum specializes in merchant onboarding and eCommerce, providing customers and merchants with an intuitive platform for deals, products, and services. The company is dedicated to optimizing customer and deal management while ensuring seamless operational efficiency through innovative technology solutions.
Challenges
Despite its success, Al Yaum faced significant operational challenges:
- Customer and Deal Management: Managing a growing customer base and complex deal processes was becoming inefficient with existing systems.
- Finance and Supply Chain Oversight: A lack of robust financial tools hindered efficient supply chain and financial management.
- Platform Integration: Integration between Al Yaum’s Magento eCommerce portal, CRM, and financial systems was limited, causing data silos and operational inefficiencies.
Solution
To address these challenges, Al Yaum implemented a robust technology stack powered by Microsoft Dynamics 365:
- Dynamics 365 Sales: This module was tailored for efficient customer management, deal tracking, merchant onboarding, and product and order processing. It provided a centralized platform for managing all customer interactions and sales activities.
- Dynamics 365 Business Central: A modern ERP solution that streamlined financial and supply chain operations, enabling accurate financial tracking, efficient budgeting, and supply chain visibility.
- System Integrations:
- Dynamics 365 Sales & Business Central: Integrated to ensure seamless data flow between customer-facing operations and back-office processes.
- Magento Portal Integration: Connected Magento with Dynamics 365 Sales to synchronize products, customers, and orders, creating a unified eCommerce ecosystem. Products were passed from CRM to Magento, while customers and orders were relayed back to Dynamics 365 Sales and then to Business Central for fulfillment and financial tracking.
Benefits
- Streamlined Customer Management: Dynamics 365 Sales enabled Al Yaum to manage customer relationships, track deals, and streamline merchant onboarding processes efficiently. The unified platform allowed for better organization and faster response times to customer needs.
- Enhanced Financial Oversight: With Dynamics 365 Business Central, Al Yaum improved its financial processes, from cash flow management to automated financial reporting. The solution ensured better budgeting and supply chain management, driving operational efficiency.
- Seamless Data Integration: The integration between Magento, Dynamics 365 Sales, and Business Central facilitated uninterrupted data flow. This ensured accurate synchronization of products, orders, and customers across platforms, minimizing manual errors and delays.
- Operational Scalability: The interconnected systems provided a scalable foundation, allowing Al Yaum to handle growth in its customer base, product offerings, and operational complexity with ease.
- Improved Decision-Making: Real-time dashboards and analytics offered actionable insights, empowering Al Yaum’s leadership to make informed decisions and address issues proactively.
Conclusion
The implementation of Dynamics 365 Sales and Business Central, combined with Magento portal integration, has revolutionized Al Yaum’s operations. By overcoming integration challenges and streamlining financial and customer management processes, Al Yaum is now better equipped to deliver exceptional service to its customers and merchants.
Transform Your Financial Services Today
Leverage the power of Microsoft Dynamics 365 with ATS to streamline operations, ensure compliance, and unlock data-driven insights tailored for the financial services industry.
Contact us to explore how our solutions can help your organization achieve operational efficiency and stay ahead of industry trends.
