CRM Integration Between COINS and Microsoft Dynamics for a National Housebuilder
A leading UK housebuilder needed to integrate COINS with Microsoft Dynamics, ensuring sales teams had real-time access to accurate house sales data. By synchronising reference data mastered in COINS with updates from Dynamics, we streamlined processes, reduced duplication, and empowered sales teams with the information they need to perform effectively.
Industry Sector
Housebuilding
Company Size
1000+
Project Duration
3 months
Services Provided
Technical Consulting
The Challenges
Access to Accurate & Consistent Data
A national housebuilder required their Sales and Marketing teams to work from accurate, consistent data across ERP and CRM platforms. COINS was the master source for sales reference data, but without integration with Microsoft Dynamics, plot status updates and reservations were not synchronised, leading to manual effort and potential inconsistencies.
The Approach
Data Mapping
Defined sales data to flow from COINS into Dynamics and plot updates to return
Integration Design
Designed a secure integration layer with validation and error handling
Testing & Validation
Tested synchronisation to ensure accuracy and timeliness
Deployment & Training
Delivered deployment and training for Sales and Marketing teams
The Results
Seamless synchronisation of COINS and Dynamics sales data
Sales team accessed up-to-date plot status within CRM
Reduced duplication and manual reconciliation
Stronger alignment between operational and customer-facing systems
Get in touch with HISL
"*" indicates required fields
Send Us an Email
We'd love to hear from you! Please feel free to reach out to us via mail.
[email protected]
Read our Latest News
Live from Sky Sports Studios…
HISL’s Chairman Neil Duguid and Managing Director Eithne Rosenmeier (nee Gibney) recently stepped into the world of broadc...
Read More
Proud Sponsors of the Henley Town & Visitors’ Regatta
This summer, HISL was delighted to be one of the key sponsors of the Henley Town & Visitors’ Regatta a highlight of th...
Read More
Summer Vibes at HISL – Celebrating on the 8th Tee!
This summer, the HISL team made the most of our beautiful new office patio with a get-together that was all about good foo...
Read More
With HISL, You Can Have Your Cake and Eat It
At HISL, we believe great support should be both effective and enjoyable, which is why we’re proud to say that with us, yo...
Read More