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Dynamics 365

CRM Modernisation

Migration from legacy or fragmented CRM with process redesign, not a lift and shift of old habits.

Technologies

  • Dynamics 365 Sales
  • Dataverse
  • Azure Data Factory
  • Power BI

Migrating a broken process produces a faster broken process. We separate genuine requirements from inherited habit before anything moves.

Business outcomes

Process improved, not copied

Inherited habits challenged before they are re-engineered.

Clean migration

Data cleansed with the business rather than imported wholesale.

Lower ongoing cost

Configuration-first delivery the internal team can maintain.

Capabilities

Current state assessment

What exists, what is used and what is worth keeping.

Target process design

Redesign with the people who run the process.

Data migration

Profiling, cleansing, mapping and staged migration with validation.

Cutover and adoption

Rehearsed cutover, hypercare and role-based enablement.

How we deliver it

  1. Discover

    Process mapping with the people who use the system, separating genuine requirements from inherited habit.

  2. Design

    Data model, process stages, security model and integration approach, with decisions recorded.

  3. Configure

    Configuration-first build in reviewable increments.

  4. Migrate

    Data cleansing with the business, then staged migration with validation at each wave.

  5. Adopt

    Role-based enablement, hypercare and usage review.

Next step

Considering CRM Modernisation?

We will give you an honest view of the effort involved, the prerequisites and the risks, before anyone signs anything.

Talk to an expert Solutions