Case Study
Migrating To Microsoft Dynamics 365
Moving to the Cloud to ensure scalability, efficiency and resilience.
Introduction to Migrating to Microsoft Dynamics 365
Our client, a prominent housing association, faced performance issues with their on-premise CRM system based on Microsoft Dynamics 365. To address these challenges and align with their digital strategy, Our client engaged Neo Technology, a technology solutions partner, to migrate their CRM to the cloud version of Microsoft Dynamics 365.
This case study explores how Neo Technology successfully resolved the issues by leveraging global teams, resulting in cost reduction, increased technical expertise, and improved efficiency for our clients employees.
Reasons for Change
Problem Statement
Our client’s on-premise CRM system was experiencing performance issues, negatively impacting the customer experience. Additionally, our client aimed to align with their digital strategy by migrating all applications to the cloud, which would provide better resilience, load balancing, and access to a richer feature set.
Scope
The scope of the project entailed migrating our client’s entire on-premise Microsoft Dynamics 365 CRM instance to the cloud version. It also involved recreating all existing Housing Management Solution links and functionality in the cloud environment. Integration with external systems such as Compleat, Wates’ system, Northgate via CDC, payments system (our client Payments Project), SharePoint, and the data warehouse, was necessary.
Justification for Change
The migration to the cloud-based Microsoft Dynamics 365 solution aligned with our client’s digital strategy. Moving to Azure, Microsoft’s web services platform, offered our client enhanced capacity, resilience, and flexibility. By eliminating on-premise servers, our client reduced infrastructure costs and entrusted Microsoft with infrastructure management, security measures, updates, and data backups. Storing data in Microsoft’s data centres ensured GDPR compliance while maintaining our client’s data ownership and control. Moreover, the migration resolved existing performance issues and prepared our client for future scalability as their customer base grew.
Impact of Not Delivering the Change
Failure to migrate to the cloud-based Microsoft Dynamics 365 solution would have perpetuated performance issues, leading to a suboptimal customer experience. Our client would have missed out on key benefits, such as high availability, disaster recovery, scalability, and advanced features like “Voice of the Customer” for gathering feedback. Additionally, not implementing this change would have hindered our client’s overall digital strategy of migrating applications to the cloud.
Options Being Considered
Our client evaluated two options: continuing with the on-premise version of Microsoft Dynamics 365, or upgrading to the cloud version. Due to the existing performance issues and scalability limitations, staying with the on-premise version was not a viable option. Therefore, the recommended option was to upgrade to the Microsoft Dynamics 365 Cloud version.
Neo Technology's Solution Approach
World-class skill that enables seamless collaborative integration with you, adding scale, velocity, transparency and trust.
Benefits of Microsoft Dynamics 365
Migrating to the cloud-based Microsoft Dynamics 365 solution offered several benefits for our client, including:
Conclusion
In conclusion, through collaboration with Neo Technology and leveraging global teams, our client successfully migrated to the cloud version of Microsoft Dynamics 365. This migration resolved performance issues, reduced costs, and increased technical expertise. Our client’s employees benefited from improved efficiency through automation of manual tasks, allowing them to focus on tenants who required more personalised support. The migration aligned with our client’s digital strategy, contributing to a more resilient, scalable, and employee-centric system, that enhanced the overall customer experience.
Would you like to learn more about how Neo can help your organisation achieve its goals?
Whatever your pain points and aims may be, our consultations will help you explore innovative and sustainable solutions, free of charge. Our Strategy Director Stuart will be happy to meet with you face-to-face or online at a time of your choosing.
Stuart Payne
Strategy Director