Selected project

From incoming CVs to useful CRM records.

A structured process for candidate information in Dynamics 365.

06 / 07

Project: CV-to-CRM Automation
Type of work: Documents & workflow, Connected systems
Services involved: AI & Automation

The challenge
Incoming CVs contain valuable candidate information, but manual intake can lead to inconsistent, hard-to-search records.
What was built
A workflow parses incoming CVs, structures candidate information, reconciles existing records and enriches Dynamics 365 with searchable data.
Why it matters
Better structured records can support staff search and workflow continuity; data protection and access rules must be assessed for any similar use case.

Process illustration

Read as text

Input: Incoming CVs
Step: Parse
Step: Structure candidate information
Step: Reconcile existing records
Result: Searchable data in Dynamics 365

Illustration of the documented project scope.

Related capabilities

CRM workflows
Document processing
AI & Automation

Related use case
Reduce document admin
Simplify collection, validation, approvals and repeated handling.
Service
AI & Automation
Put technology to work where it matters.

Could a similar approach help your business?

Let’s look at the task, the information and the outcome you want to improve.