End-to-End CRM-ERP

Context

Sales, billing, and delivery activities were spread across multiple standalone tools: Dynamics 365 Sales for pipeline management, Bit2Win for quoting, Stripe for invoicing, DocuSign for contract signatures, custom Word-based SOW templates, and Trello boards used by consultants in the field. These systems operated independently, resulting in duplicated data entry, inconsistent customer information, and fragmented follow-up processes.

Challenge

A unified, end-to-end workflow was required to connect all systems around the Dynamics 365 Sales data model. The solution needed to orchestrate opportunity creation, quote generation, contract approval, billing events, project setup, and consultant task allocation, all through reliable .NET Framework components. Maintainability, consistency, API governance, and secure communication with external services were essential.

Solution

A multi-layer .NET integration platform was developed to centralize CRM, quoting, contracting, billing, and delivery execution. Dynamics 365 Sales acts as the anchor system, with C#/.NET services orchestrating the following:

• Automatic generation of Bit2Win quotes based on opportunity data
• Routing of quote approvals into DocuSign envelopes
• Automatic creation of Stripe billing objects upon contract signature
• Automated SOW document generation using standardized templates and metadata
• Synchronization of project tasks and resource assignments into Trello for field consultants

All integrations operate through reusable service wrappers, standardized mapping models, and configuration-driven endpoints, enabling consistent behavior across environments.

Key Capabilities

• End-to-end orchestration of opportunity → quote → contract → invoice → project handoff
• Centralized CRM logic using Dynamics 365 API with typed models and secure token handling
• Automated quote creation through Bit2Win APIs with pricing, products, and discount rules
• DocuSign workflow integration generating envelopes, tracking status, and writing results back to CRM
• Stripe billing automation generating customers, subscriptions, one-off charges, and payment links
• Automated SOW creation using template-driven document assembly and metadata mapping
• Creation and synchronization of Trello cards for consultants, including tasks, deadlines, and customer details
• Reusable .NET Framework components for API calls, serialization, logging, and configuration

Impact

• Removed duplicate data entry across CRM, quoting, billing, and project delivery systems
• Improved quote and contract cycle times through automated approvals and signatures
• Increased accuracy in billing and subscription management by linking Stripe directly to CRM data
• Streamlined SOW creation, reducing administrative workload for sales and delivery teams
• Enabled real-time coordination between back-office teams and field consultants via Trello integration
• Delivered a scalable integration architecture ready for new services and workflows

Technologies

.NET Framework, C#, Dynamics 365 Sales API, Bit2Win API, DocuSign API, Stripe API, Word Interop, JSON/REST services, OAuth token flows, Trello API, configuration-driven integration framework.