Fire and Emergency NZ

Reducing Contacts Complexity in Microsoft Dynamics 365

 

Challenge:

Fire and Emergency New Zealand play a major role in the New Zealand emergency services landscape. In 2019, Fire and Emergency New Zealand were looking to simply contacts in their Dynamics 365 system. They sought a process that would accommodate their busy work environment while providing a simplified approach to managing the many contacts in the system.

 

Our role:

Circini took this challenge head on by designing and building a tool and procedure for updating roles and contacts in Dynamics 365. The process needed to identify and merge duplicate contacts and append a unique number to the end of the retained contact. The appended unique number is used to identify specific roles in cases where a contact completes multiple roles for Fire and Emergency New Zealand. During the development, some inconsistencies were discovered in the way some contacts were loaded. This initially caused some issues with the data conversion but nonetheless, Circini continued analysis, testing, and reconciliation and came up with a solution.

 

Results:

Fire and Emergency New Zealand have been able to successfully merge their contacts in their Dynamics 365 system using the tool and procedure developed by Circini. As a result of reducing the number of contacts in the system, Fire and Emergency New Zealand have made day to day activity and administration tasks relating to the contacts much simpler and more efficient.