Versatile D365 for Human Resource Management Firm based out of Texas

Case Study_Human Resource

Versatile D365 for Human Resource Management Firm Based Out of Texas

The numerous processes involved in hiring the right talent need to be assisted by latest technology for increased productivity. The human resource risk management firm, therefore, wanted to migrate from MS CRM 2011 to the advanced Dynamics 365.

Client Requirement

The client had many assessment and development programs for talent acquisition and retention. In order to coordinate those, a comprehensive CRM system which has capabilities for collaborative recruiting, onboarding checklists, people analytics etc. was required. The existing CRM V2011 had integrations with Adxstudio portals for better web engagement experience which empowers the customer to self-serve and diligently manage information stored in your Dynamics CRM based system. To avoid complexity due to compatibility issues, the client wanted Nalashaa to remove the components associated with Adx portals before migrating to the advanced Dynamics 365.

Solutions

Migration from customized CRM solutions entails troubleshooting errors arising from compatibility issues. Therefore, removing the components related to the portals during the migration would be a judicious decision as it would, otherwise, hinder the business functionality. Thus, Nalashaa team analyzed the design, inventoried and eliminated the dependencies and migrated the data to the new solution. Javascript, Plug-ins and custom workflows that had to be changed were identified to make the existing system compatible with Dynamics 365. The team did a trial migration first that included fixing compatibility issues, removing portal references etc. After ensuring that the system has no unsupported code, the final production migration from MS CRM 2011 to Dynamics 365 was completed in two days.

Migration to D365 for Portfolio Rationalization

Simplified Maintenance

Easier In-Built Integration Support

Technology Stack

  • Dynamics 365
  • Windows Azure
  • .Net