Transition from Zoho CRM to Microsoft Dynamics 365, leveraging custom workflows, dashboards, and seamless integration with the Microsoft Stack to enhance operational efficiency.
Challenge
- The Client relies heavily on the Microsoft Stack (Outlook, Teams, SharePoint) for its operations but was hindered by the use of Zoho CRM, which lacked seamless integration capabilities
- The need for a smooth migration from Zoho CRM to Dynamics 365, ensuring no disruption to ongoing business activities.
- The requirement to customize Dynamics 365 to fit the unique business processes of the company, including specialized workflows, automations, and dashboards.
Areas of Assistance
- Expertise in planning and executing the migration from Zoho CRM to Microsoft Dynamics 365.
- Custom application development to tailor Dynamics 365 to the company’s specific needs.
- Development and implementation of custom workflows, automations, and dashboards to enhance business operations.
- Seamless data migration
Key Activities
- Conducted a thorough analysis of the existing Zoho CRM system and mapped out the migration strategy to Dynamics 365.
- Developed custom scripts and applications to facilitate the migration process, ensuring data integrity and system compatibility.
- Designed and implemented specialized workflows and automations within Dynamics 365 to align with the company’s business needs.
- Created dynamic dashboards and reporting tools within Dynamics 365 to provide real-time insights and enhance decision-making.
- Provided post-migration support to ensure the company’s team was fully trained and capable of utilizing the new system to its full potential.
Outcomes
- Successfully migrated from Zoho CRM to Microsoft Dynamics 365 with minimal disruption to daily operations.
- Enhanced operational efficiency by fully integrating Dynamics 365 with Client’s existing Microsoft environment.
- Customized Dynamics 365 to match the company’s unique business processes, resulting in improved productivity and streamlined operations.
- Provided a robust CRM solution that leveraged the full potential of Dynamics 365, enabling the client to better manage its operations and customer relationships.