Microsoft Dynamics 365 Case Study Background Able Canopies design, manufacture and install canopy, shelter and shade systems to schools and commercial organisations throughout the UK. Based in Clacton-on-Sea, Essex, Able Canopies have been trading for over 15 years offering a high quality bespoke canopy service. The Situation The company had used a variety of CRM solutions but none proved to be a good fit for their processes as Able Canopies, Operations Manager, Tracy Meakins explains: “Our previous CRM systems fell a long way short of our needs. They didn’t enable us to easily see where we stood with each project or opportunity because we had to jump through so many pages. As a construction business, we don’t fit the mould of a traditional sales organisation and we needed a

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