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Zelite by being partners of world wide technology leaders has provided its clients' access to real world of cutting edge technologies

https://www.zelitesolutions.com/case-studies/complex-crm-migration-to-microsoft-dynamics-crm-on-premise/

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How Zelite Tackled a Complex CRM Migration to Microsoft Dynamics CRM (on-premise)

About Client

Data Dynamics inc. is a leading software company based in New Jersey, USA, and provides intelligent file management solutions. Their intelligent file management solutions empower enterprises to seamlessly analyze, move, manage and modernize critical data across cloud and object-based storage infrastructures for true business transformation.

 Client Requirement

After using Dynamic CRM 365 (8.2) for more than 2 years, client wanted to move on to the latest version of the Dynamics CRM 9.1 on-premises. They desired a seamless transition of the existing data to the new Dynamics CRM with lots of customization.

Solution Offered

To carry out the Dynamics CRM on-Premises Migration project, Zelite Solutions implemented the following two approaches.

·         Customizations Migration

·         Data Migration using CRM Data Migration tool/SDK

·         Migration on Standalone Server

 Industry                                                                    

·         Technology – Cloud Storage

Current Phase

·         Live & under Support Contract

Solution

·         Data Migration Dynamics CRM 8.2 to 9.1

Technologies

·         Microsoft Dynamics 365 CRM (9.1), Dynamics CRM SDK

Users

·         Total Users: 60

The Solution

To avoid downtime of existing Dynamics CRM 8.1 we have worked on standalone system and migrated the entire data. We have followed the below steps to migrate.

·         Customizations Migration

o   Entities: Account, contacts, leads, opportunities, proposal requirements, sales stage audit, notes, Activities and custom entities.

o   Entity Components: Forms, views, business rules, and custom reports

o   Settings: Users, Mailboxes, Email Templates

o   Solution Components: Dashboards, workflows, and plugins

o    

·         Data Migration using CRM Data Migration tool/SDK

o   Migrated Data of Accounts, Contacts, Leads, Opportunities, and related system entities and custom entities.

o   Phone Calls, Appointments, Tasks, and Emails related to above entities were then migrated

o   Notes and attachments were migrated at the end as there were several thousand notes with attachments in on-premises CRM

 Benefits

·         With zero down time the entire data was migrated to a new instance of latest Dynamics CRM 9.1.

 Visit: https://www.zelitesolutions.com/case-studies/complex-crm-migration-to-microsoft-dynamics-crm-on-premise/ https://www.zelitesolutions.com/

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We love to build software that works… works so well that it becomes automatic and instinctive to the user. Our Services like Engineering Document Management Software, Software Package Implementation, Software Product Development, Application Development, and Specialised Research Services has helped clients solve critical business problems..

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Zelite is an enterprise software solutions and a specialized research company  with global delivery capabilities. Our services include Software Package Implementation, Software Product Development, Application Development, Marketing Database Services which includes data build, verification and demand generation.

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Microsoft Dynamics 365 CRM Integration

Zelite Solutions partnered with a UK based leading search agency to implement MS Dynamics 365 Sales & Marketing Module and integration with Mailchimp, Skype and Microsoft Outlook

                            About Client

The client is a UK’s leading executive search agency specializing in diversity and inclusion at the governance level. Their mission is to enable individuals, organizations and sectors to become more diverse. They provide executive search and board recruitment services, advisory services, executive training and deliver highly curated sector specific conferences.

The Need

Implementing MS Dynamics 365-Sales and Marketing module and integration with Mailchimp, Skype and Microsoft Outlook in consistency with the business requirements of their campaigns.

 Solution Offered

Zelite Solutions executed cloud deployment of their online CRM with implementation of the sales and marketing module.

 The Solution

Cloud deployment of MS     Dynamics CRM and integration with Skype, Mailchimp, and Outlook.

Creation of all required     business fields which enabled the client to capture leads and qualify them     on a predefined set of rules.

Creation of records for     Opportunity, Contact, Accounts, Candidate, Order, Proposal, and Invoices.

Configured workflow for     plans and process of recruitment enabling the client to automate     qualification/disqualification of the candidate.

Implemented MS Dynamics     365- sales and marketing module. 

Defined Workflow for     end-to-end recruitment that delivered a higher engagement platform to     candidates.

Seamless integration of MS     Dynamics with Mailchimp allowing the client to easily send and track bulk     emails from the CRM.

Integration of MS Dynamics     CRM with Skype for Business providing omnichannel capabilities within the     CRM.

Benefits

Disengage manual tasks as     the system was able to automate the opportunity created based on a     qualified lead.

Proposal creation over a     click of a button once the product was configured in the opportunity     system.

Automated status of     opportunity and proposal as won or lost.

Implementation of sales     and marketing module enabled the client to import data easily and keep all     your leads on a single user-friendly portal.

Dynamics 365 provides a     differentiator with its process flow user interface that helped the users     to telemarket the right way.

With easy integration of     Microsoft Outlook client was able to track every email both received and     sent.

Seamless integration with     Mailchimp allowed the marketing team to perform decisive actions that     range from response tracking, lead scoring that led to better candidate     conversions.

Simplified candidate and     user interaction with the integration of Skype and MS Dynamics 365.

Deploying MS CRM on the     cloud ensured that the CRM is secure and reliable, less expensive, and     accessible to features that are not available in the on-premise model.

 For more details visit:

https://www.zelitesolutions.com/case-studies/microsoft-dynamics-365-crm-integration/

https://www.zelitesolutions.com/

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Zelite Solutions - Over a decade of experience in implementing Microsoft Dynamics 365 CRM