How we built a future-ready Dynamics 365 ecosystem
When Lions & Tigers, a U.S. professional staffing and workforce solutions company, needed to stabilize and scale its Dynamics 365 system, a lack of in-house IT expertise had left their self-managed setup falling short. WaveAccess was engaged not just to implement fixes, but to build a robust, scalable operational framework that solved immediate challenges while laying the groundwork for future growth.
Business goal
Lions & Tigers builds blended workforces that integrate independent experts with client teams, helping enterprise and public sector organizations scale with agility, access top-tier talent, and achieve their goals.
The company initially installed Microsoft Dynamics 365, meant to serve as a critical system for finance, communications, and client management. However, without dedicated IT staff, their attempts to configure the platform independently had stalled, creating operational risk and hindering their ability to scale efficiently.
They approached WaveAccess with a clear need: stabilize their Dynamics 365 operation and implement specific automations to reduce manual workload.
Our approach: foundation first, automation — second
WaveAccess’s expertise in CRM and Dynamics 365 implementation is defined by a principle-first methodology. We don’t just build what is asked for — we architect a solution that anticipates future needs. Our engagement was structured to provide immediate value while laying the groundwork for long-term efficiency and growth.
Challenge 1: Strategic consultation and a stable environment setup
Lions & Tigers approached us first for consulting help to stabilize their system. We responded by diagnosing their core operation.
Our solution:
We conducted a thorough audit of the existing Dynamics 365 setup and:
- Configured multiple Dynamics 365 environments.
- Set up processes for transferring configurations across environments.
- Educated the customer’s team on established processes to ensure they could manage basic operations independently to prevent previous misconfiguration issues.
This initial phase demonstrated our core competency: transforming an ad-hoc setup into a professionally managed Dynamics 365 ecosystem.
Results: Time saved in onboarding, and deployment speed improvements.
Challenge 2: Client access management automation
The customer’s next request was to automate the tracking and management of their corporate client user accounts within their CRM. The manual process was unreliable, leading to potential compliance issues and missed renewals.
Our solution:
We delivered a sophisticated automation system that:
- Tracks accounts and manages access expiration dates.
- Triggers a system of automated notifications and reminders for expiring or renewable access.
- Was designed for future growth from the outset. While the initial request was for a single client scenario, we built a flexible model that can effortlessly manage an expanding client portfolio without requiring a rebuild. This proactive approach future-proofed our customer’s investment.
Frequent requirement changes were handled efficiently thanks to flexible communication and agile delivery.
Results: Reduction in manual tracking errors, and the number of accounts now handled automatically.
Challenge 3: Configuring company-wide notifications
Lions & Tigers needed a way to automatically communicate significant events (such as employee birthdays or company milestones) to their entire company via email, but wanted the flexibility to control the rules.
Our solution:
We implemented a flexible notification engine within Dynamics 365 that allows company managers to:
- Create and modify automated email-based notifications for significant events.
- Define custom trigger rules to control when alerts are sent.
- Manage email templates independently, enabling quick adjustments to communications without developer support.
Results: This put them in full control of their internal communications without requiring further developer assistance.
Collaboration model
The success of this project was fueled by both technical skill and our collaborative and adaptive engagement model.
- A dedicated WaveAccess specialist was assigned to the project, ensuring consistency, deep familiarity with the customer’s business, and avoiding developer rotation — which accelerated progress and built trust.
- Despite evolving requirements mid-project, our team’s flexibility and clear communication through Microsoft Teams ensured that changes were incorporated smoothly without derailing timelines or budgets.
Results: a robust foundation built
While specific metrics are proprietary, the value delivered is clear in the following:
- Reduction in manual administrative hours spent on user account management.
- Elimination of revenue leakage from missed license renewals.
- Increase in operational efficiency through automated, timely internal communications.
- Enhanced compliance via systematic access control.
Lions & Tigers now operates a stable, scalable well-architected Dynamics 365 ecosystem that supports their core operations and is ready to accommodate their future growth. The system handles client account access, notifications, and operational workflows automatically, freeing the team from manual administrative tasks.
The collaboration is ongoing, with future plans to expand automation and leverage Dynamics 365 further across the business.
