Legacy on-prem CRM to D365 CE Sales migration for a medical devices company

Technologies

D365 CRM

Digital solution for businesses that promotes physical well-being.

The client has a consultancy firm that works under Israeli regulatory domain of medical devices & cosmetics. It works towards the single goal of creating safer markets for medical and cosmetic products in the country. Here, products are supervised together by the regulatory consultants from both sides to ensure they are safe to use and fully compliant with the regulatory body.

Requirements

The client already had an on-premises solution for their
business. They wanted us to migrate their current legacy solution to Microsoft D365. Additionally, they wanted us to customize D365 Sales
modules as per their business requirement.

Challenges

  • The primary challenge that we faced when planning out the migration was to come up with a fully customized D365 solution that matched their requirements.
  • The second thing was that the client had 12-years of data accumulated on their on-premises solution. All these data needed to be
    migrated to the D365 solution without any loss or damage.
  • We also had to integrate and manage multiple third-party solutions into the CRM to meet the business requirements.

Analysis

To begin with, we started looking for ways to collaborate with their team effectively as communication was the key to everything. We started analyzing their current business solution and the data that was stored in it. To help us with the tasks, a project manager was assigned from their end

The solution

  • Successfully migrated the legacy system to Dynamics 365.
  • All the data from the legacy system moved to D365 successfully.
  • Integrated their daily meeting hours management solution – ‘Time Watch’ to the CRM solution.
  • Implemented bi-directional calls on client’s existing sites in WIX and WordPress.
  • Integrated the new CRM solution with social media platforms like Facebook and LinkedIn.

Achievements

  • A completely customized and bug-free solution was developed for the client that matched their business requirements.
  • Successfully migrated data without causing any data loss or errors.
  • Data migration was executed step-by-step with proper planning.
  • Integrated Google Ads to let the client manage campaigns and its related activities using a Dashboard.