Streamlining Sales Orders for Pierre Fabre with Microsoft Dynamics 365
Pierre Fabre, a global pharmaceutical company, upgraded their order processing efficiency by transitioning from RESCO to a custom Microsoft Dynamics 365 solution. This streamlined interface includes automated loyalty product selection, simplified order copying, and a consolidated view for faster processing. The new system enhances user experience, streamlines order management, and potentially boosts sales effectiveness.
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Pierre Fabre, a leading pharmaceutical company with a global presence, sought to improve their order processing efficiency. Their current system, the RESCO field service app, lacked the desired level of user-friendliness and intuitiveness. This case study details the development of a custom solution within Microsoft Dynamics 365 (Sales Module) designed to address these challenges.
The primary objective of this project was to develop a custom solution for Dynamics 365 that would make Pierre Fabre’s order process:
- Intuitive: Easy to learn and navigate for sales representatives.
- Seamless: Streamlined workflow for efficient order processing.
- Simple: User-friendly interface with minimal complexity.
- Efficient: Optimized functionalities to minimize processing time and errors.
- Administrator/system customization access to both Sandbox and Live environments within Microsoft Dynamics 365.
- Shield UI developer licenses.
The custom solution focuses on enhancing the Sales Module within Dynamics 365, particularly the Order entity and related functionalities. Here’s a breakdown of the key features:
Customer Selection:
Read-only fields display customer and customer status information.
Loyalty Products:
Upon screen load, a pre-defined criteria fetches loyalty products from Dynamics CRM using Fetch XML. These products are then displayed in a grid control with options for selection and quantity adjustment. The system automatically calculates credit value based on selected loyalty products.
Free Products:
Similar to loyalty products, a defined criteria retrieves free products upon screen load. These are displayed in a grid control for selection with functionalities to add, remove, and view product details.
Order Summary Screen:
This screen provides a consolidated view of the entire order, including:
- Selected products (regular, loyalty, and free) displayed in a read-only grid.
- Shipping method selection with an option for free shipping and a mandatory reason field if chosen.
- Payment method selection with the ability to enter payment details.
Order Submission & Copying:
Users can submit new orders with all entered details. Additionally, a feature allows them to search for existing orders and copy them for a new customer, saving time on repetitive order entries.
Product Selection Filtering:
The system offers filtering options to display:
- Top 20 Products: A list of the most frequently ordered products.
- Most Common Customer Orders: Products most commonly ordered by a specific customer.
By implementing this custom solution within Dynamics 365, Pierre Fabre anticipates significant improvements in their order processing efficiency:
- Improved User Experience: The intuitive interface and user-friendly features are designed to simplify order processing for sales representatives.
- Streamlined Order Management: Automated calculations, a consolidated order summary screen, and features like loyalty product selection can potentially reduce processing time and errors.
- Enhanced Sales Effectiveness: Easy access to loyalty product selection and the ability to copy existing orders can potentially lead to increased sales opportunities.
This custom solution for Dynamics 365 offers Pierre Fabre a more intuitive and user-friendly platform for managing sales orders. The streamlined functionalities and features are expected to enhance sales representative productivity, improve order processing efficiency, and potentially contribute to increased sales
