Case study Dynamics 365 CRM · Power Platform
Destination Entreprise · Victoriaville, Québec
The entire entrepreneur journey, in a single tool
- The problem
- Destination Entreprise supports businesses in the Victoriaville region, from the first call all the way to financing. Follow-up was scattered: separate Dynamics modules for each program, requests arriving through a form into Planner, projects tracked in Excel and by email. Nobody had a clear view of where each business stood, and reports to management were assembled by hand.
- The result
- The team now works with a shared language: every business has a visible journey, a clear owner and a complete history. PAU-PME requests follow a guided, traceable process, and indicators can be checked without assembling reports by hand.
What we did
We supported the team end to end, from defining its client journey to the system that runs it day to day:
- A single client journey in Dynamics 365 (contact, prospect, client portfolio), with one clearly identified advisor for each business
- A single entry point for every new request, routed to the right advisor
- A complete system to process requests under Québec’s PAU-PME program (tariff relief): from application to analysis, decision, disbursement and post-financing follow-up
- Law 25 authorizations and electronically signed documents, filed automatically in SharePoint
- Migration of their documents to SharePoint, with a clear filing structure
- A project portfolio tracking tool for the organization, built in Power Apps
- Recommendations on the right Microsoft licences, so everyone has the access they need without paying for the rest
- Power BI dashboards to track key indicators: incoming requests, business visits, businesses supported