How congruentX delivered scalable success for ExcelHealth Group
congruentX, a rapidly growing Microsoft Partner, needed to keep Dynamics 365 lean and scalable while reducing storage costs and streamlining document processes. By implementing AttachmentExtractor and DocumentsCorePack, they automated document processes, optimized storage, and created a more agile Dynamics 365 environment.
Key Results:
- Significant reduction in storage costs
- Automated document creation and delivery
- Scalable Dynamics 365 environment to support growth
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