EY

At Ernst & Young Global Limited (EY), building a better working world is the “North Star” for nearly 400,000 employees at 700 offices in 150 countries. Through four integrated service lines—assurance, consulting, strategy and transactions, and tax—EY plays a critical role in helping build trust and confidence in financial markets and economies around the world.

To meet users where they are, a specialized mobile app built with the low-code Power Platform puts sales tools and every bit of account and opportunity data into client serving professionals' hands. The convenience of having these tools embedded in the flow of everyday work and available wherever users are can’t be overstated. As Kuty states, “We've brought the opportunity management process closer to where we spend our time, such as using Outlook, in Teams, and on the go while on mobile.” Now, teams can be more productive, and account managers are empowered with deeper insights updated in real time. “Dynamics 365 plays a pivotal role in our sales relationships. We’ve sped up our sales cycle and now act on more quality opportunities—which results in more wins,” says Sherry Martin, Director of Digital Strategy and Enablement, Ernst & Young LLP.

With a market-leading CRM solution, the EY organization would be able to apply the latest CRM and AI capabilities to help drive better outcomes for its clients and increased sales. Account teams would gain a more streamlined and standardized sales process, nurturing better team collaboration. And account leadership would benefit from more accurate and reliable sales forecasting, improved goal setting, and more efficient resource allocation. The EY transformation story showcases how Dynamics 365 Sales can help complex, regulated, multi-national organizations inspire a unified, collaborative, customer-focused global sales capability—empowered to move business forward with a shared vision and digital toolkit.