ERP/CRM
Software

About Customer

• Create an intranet portal for a law firm client.
• The client uses Merus case CRM to handle all his client details and track records related to each case.
• The main goal of the project is to synchronize data with merus to SharePoint and all trackers which client was using with access as well as to get the status for various reports. Then Provide reports from SharePoint to different trackers for getting more details in a fast & friendly manner.
• Implementation of power automates flows and API to grab the details from merus & keep it updated every day by running schedulers.
• Leverage Power App to provide a Dashboard functionality for every client that show case all the details for a case in one place
• Implement Reports using Power BI or Generating required list view based on requirements.