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House of Travel / Orbit World Travel

Rebuilding confidence in Dynamics 365 with a simpler, more sustainable customer service platform

What was getting in the customer's way?

House of Travel had already invested in Dynamics 365, but the original implementation wasn't delivering the experience the business needed. The existing solution had been designed around a highly email-centric way of working. Over time this introduced complex processes, manual intervention and performance challenges.

The challenge wasn't simply fixing individual technical issues. The platform needed to be simplified and realigned with the business processes it was supposed to support.

Deliver Better Customer & Employee Experiences

How we approached it

VINERGY started by auditing the existing Dynamics 365 environment, reviewing areas including application lifecycle management, custom solutions, the model-driven application, security and the broader solution architecture.

VINERGY recommended a broader Dynamics 365 Refresh rather than continuing to layer fixes onto the existing design. The approach focused on rebuilding Dynamics 365 Customer Service around established platform practices, simplifying the underlying processes and helping House of Travel use the system more effectively.

A major part of the redesign was moving away from the idea that every email should become its own case. VINERGY worked with stakeholders to reshape the case-management process and create a cleaner distinction between the customer request, its associated communications and the work required to resolve it.

Key Outcomes

Real results, measurable ROI, and transformed business operations.
  • Redesigned CRM
    VINERGY helped House of Travel move away from an implementation that had carried forward design principles from its previous CRM and establish a refreshed approach to Dynamics 365 Customer Service.
  • Simpler Processes
    The Refresh initiative explicitly focused on alleviating the problems with the existing solution, simplifying related processes and helping users utilise Dynamics 365 more effectively
  • Continuous improvement
    The relationship moved beyond the initial redesign into continued enhancements and support across areas including customer feedback, automation, sales access, security and account management
Ready to transform your customer service?

What we brought to the engagement

House of Travel didn't need another CRM. They needed someone willing to challenge how their existing CRM had been designed.

VINERGY brought an independent perspective, deep Dynamics 365 expertise and a business-first approach. Instead of continuing to patch the symptoms, we stepped back, identified the underlying design and process issues, and helped reshape Dynamics 365 into a platform the business could continue to build on.

Facing a similar challenge?
Talk to VINERGY