Dynamics CRM Implementation For Non-profit Agency

Technology Used

Microsoft Dynamics CRM, MSCRM – SDK Development, .NET Framework – ASP.NET, C#, JavaScript, Jquery, JSON Rest endpoints, SQL Server, SQL Reporting Services

About the Customer

Holly Ridge Center (HRC) is a private non-profit agency whose mission is to offer a caring and supportive environment for people with disabilities while providing non-discriminatory service so that they may reach their greatest potential. It has 50 years of experience serving children and adults with disabilities.

Customer Experience

  • Customer required an enterprise level scalable application as their Business data were stored in documents and papers
    • Congruent managed the entire data and process of consumers in single system by implementing Dynamics CRM
  • Customer needed a business process to manage their clients & different programs they execute
    • Different programs engaged by the clients and their contracts were accomplished through employment service management
  • Customer found it essential to track different employment service and specific contracts
    • Congruent implemented Dynamics CRM as an enterprise level application system/application to manage their business contacts and different programs run for the community based employment services
  • Customer needed to facilitate and automate the goals achieved by client
    • Customized advanced SDK to track services offered by HRC
  • Customer required an automated process of capturing the services provided for a client
    • Congruent created an automated process through scripting with JSON Rest endpoints, JQuery & custom Plug-in development to track consumer goals


  • Microsoft Dynamics CRM as centralized application to handle complete data and process under one roof
  • Customized the Dynamics CRM system to enhance the current business operations
  • Implemented custom plug-ins for automated process
  • Custom reports for easy visualization and statistical information for the users
  • Integration with productivity tools like Microsoft Office and SSRS

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