Event process digitized with Dynamics 365

More efficient event planning and follow-up for the Swiss-African Business Circle.

The Swiss-African Business Circle is an association that promotes business relations between Switzerland and Africa. In order to streamline the organisation, implementation and billing of events, Online Consulting AG has developed a solution tailored to their needs using Dynamics 365 for Sales.

Our solution

  • Simplified event planning using mail templates
  • Sending invitations and reminders based on marketing lists with Power Automate
  • Automated creation of events when sending mails with Power Automate
  • Management of invoices with template generation
  • Central management of address data
  • Connection to Mailchimp via Power Mailchimp (3rd party)

How Swiss-African Business Circle benefits from Dynamics 365

  • Greater transparency thanks to central linking of all activities with the customer data in the central address database
  • Efficient processing of events through targeted automation of event management
  • Simplified follow-up with participants through automations
  • Pragmatic invoice verification for due date
  • Minimization of media discontinuity
  • Structured data management as preparation for future process optimizations

“After 10 years, a steadily growing number of contacts, more events and projects, a larger team and further expansion plans, we were looking for a suitable digital solution adapted to our very specific activities. After a benchmarking we decided for a Microsoft Dynamics solution and against simpler and smaller CRM solutions, which only cover a part of our needs. The Online Consulting AG team presented solutions tailored to us right from the start. Thanks to the pragmatic approach of Online Consulting AG, we were also able to financially manage the large project for our small structure.”

Michael Rheinegger

Managing Director, Swiss-African Business Circle

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