--- title: "Customer Portal Integration for Davey Tree Case Study" url: https://www.smartdata.net/case-studies/customer-portal-integration description: "Smart Data built the MyDavey customer portal, integrating SAP, Dynamics CRM and a CMS into one self-service experience that reduced support volume." source: "Smart Data (smartdata.net). Markdown copy of the page; the HTML page is canonical." --- # Reducing support calls with real-time SAP and CRM data sync Smart Data built the MyDavey customer portal, bringing SAP, Dynamics CRM and CMS data into one self-service experience through real-time OData services, so customers look things up instead of calling. Built on [SAP](https://www.smartdata.net/services/enterprise-integrations) Azure .NET Core Industry Tree care and utility services Engagement Integration Timeline 5 Months Davey Tree, one of the largest employee-owned companies in the U.S., needed to create a secure and user-friendly customer portal that could unify data from multiple systems and reduce pressure on customer service. Smart Data built the MyDavey Portal, where customers view service information, proposals and property details, connected to Davey’s existing billing and payment tools. Smart Data approached the project with an emphasis on back-end integration and user accessibility. ## The challenge Davey Tree had no centralized way for customers to manage services online. While a payment portal existed, there was no access to property-level data, service proposals or appointment history. Adding complexity, the portal had to connect data from SAP ERP, Microsoft Dynamics CRM and Umbraco CMS, and offer single sign-on with their existing WebAR billing system. The diversity of back-end systems introduced significant integration challenges, particularly around identity management and content consistency. Additionally, Davey’s customer base trends older, requiring a thoughtful user experience tailored for accessibility and clarity. ## The solution - Developed a responsive customer portal using .Net Core and React, deployed on Microsoft Azure with CI/CD - Built oData services in SAP to enable real-time access to service and account information - Integrated Dynamics CRM and CMS data using custom APIs - Implemented SAP Customer Data Cloud for identity management and single sign-on (SSO) - Gave the portal no database of its own: every read and write goes live to SAP, Dynamics CRM and SAP Customer Data Cloud, so there is no copy to drift out of sync - Managed all third-party design and backend integration partners to streamline delivery ## The results Successful launch of a fully integrated, responsive customer portal Introduced real-time data sync between SAP, CRM and CMS systems Enabled direct customer messaging with branch managers (added mid-project) Reduced support call volume by enabling account self-service The final solution provided Davey Tree with a scalable platform that could evolve alongside customer expectations. The portal reduced operational strain on support teams while giving customers modern tools to manage their services more efficiently. The work did not stop at launch. Smart Data still develops MyDavey, and the 2026 phase sets it up to grow: migrating the codebase so Davey owns and can scale the platform, studying how customers use the portal, refreshing the interface and making everyday tasks such as adding a property quicker. Client Manufacturing and industrial Platform and technology - React - .NET Core - Azure - [SAP Integration](https://www.smartdata.net/services/enterprise-integrations) - CI/CD ## Working on something similar? Tell us what you are building and what it has to connect to. Here is what happens after you reach out. ### A short call about the work What runs today, what needs to change and the date you are working toward. ### An engineer looks at what’s running Scope comes from your systems as they are, before anything is priced. ### You get a written proposal Covering scope, team, approach and price. [info@smartdata.net](mailto:info@smartdata.net) [(937) 886-9166](tel:+19378869166)