Pristine Dynamics 365 Upgrade for Clean Energy Solutions Firm

Case-Study_Energy-concentrate

Pristine Dynamics 365 Upgrade for Clean Energy Solutions Firm

Unified operations assisted by advanced technology promotes productivity by reducing delay in processes. Therefore, the client wanted the system to be upgraded from MS CRM 2011 to the advanced Dynamics 365 and redefine the old SQL logic according to the latest supported version of MSCRM.

Client Requirement

A successful business requires a powerful servicing, sales and marketing tools to give a clear view of all the customers: from initial contact to post-sale support. To maintain value-added lead administration and customer relationship management, the client wanted the system to be upgraded to D365. The absence of source code for their existing CRM system needed to be addressed during the upgrade and the upgraded CRM system needed to be integrated with external applications.

Solutions

The customizations in the CRM system and client requirements demand the need for an expert team to handle the upgrade process. Nalashaa worked in many upgrade projects, of which each system is unique and had many complexities in the process of upgrade. The challenge with the energy solutions firm was the absence of source code which is inevitable for the upgrade process. Through reverse engineering, by analyzing the queries in the database of existing system and decompiling the code, the source code was formulated. The team comprehend the business logic and revamp the same in the new system. External applications like GFIN system, SAP system, and BizTalk server were integrated with D365 for adept data management and proficient business administration.

Augmented Business Workflow

Improved Informational Organization

Optimized CRM Performance

Technology Stack

  • MSCRM
  • C#
  • JavaScript
  • HTML
  • SSRS