Data Dynamics Streamlines CRM with Successful Dynamics 365 9.1 Upgrade
Data Dynamics Inc. partnered with Zelite Solutions to smoothly upgrade from Dynamics CRM 8.2 to 9.1, optimizing their file management solutions. The transition to the Unified Interface improved user experience and performance, while streamlining operations ensured continued compatibility and future growth with Dynamics 365 advancements.
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Data Dynamics Inc., a New Jersey-based software company specializing in intelligent file management solutions, utilizes Dynamics 365 to manage customer relationships and streamline business processes. After utilizing version 8.2 for over two years, they desired to upgrade to the latest on-premise solution, Dynamics CRM 9.1. This case study details the upgrade process undertaken by Zelite Solutions for Data Dynamics.
Data Dynamics sought to migrate their existing CRM data to Dynamics CRM 9.1 while minimizing downtime and maintaining integration with existing third-party applications, including a customer portal, license generator, and Team Foundation Server.
Zelite Solutions implemented a meticulous upgrade strategy to ensure minimal disruption and maximize benefits for Data Dynamics:
- Standalone System Preparation: Zelite established a separate environment with the latest Dynamics CRM 9.1 updates. This allowed Data Dynamics to continue operations on the existing system during the upgrade process.
- Integration Upgrades: Zelite ensured compatibility of existing integrations with the customer portal, license generator, and Team Foundation Server by upgrading the integration services.
- System Optimization: The Zelite team collaborated with Data Dynamics to review their current CRM configuration. Unnecessary customizations and non-essential developments were removed, replaced by core functionalities offered within Dynamics CRM 9.1. This streamlined the overall system and facilitated a smoother upgrade.
- Formal Upgrade Strategy Execution: A documented upgrade plan was meticulously implemented, ensuring a well-defined and controlled approach to the migration process.
- Integration Redesign: Zelite redesigned the integrations with the customer portal, license generator, and Team Foundation Server to ensure compatibility with the upgraded Dynamics CRM 9.1 platform.
- New Feature Implementation: Leveraging the updated platform’s functionalities, Zelite incorporated new features to enhance Data Dynamics’ CRM experience.
The successful upgrade to Dynamics CRM 9.1 has yielded significant benefits for Data Dynamics:
- Modernized Interface: The transition to the Unified Interface provides a contemporary and responsive user experience accessible across desktop and mobile devices. This enhances user productivity and fosters better engagement with the CRM system.
- Improved Performance: Upgrading to the latest version offers increased performance with faster processing times for common actions. Additionally, the optimized integration methods further contribute to improved system responsiveness.
- Future-Proofed CRM: By utilizing the most recent version of Dynamics CRM, Data Dynamics ensures their system stays current with ongoing advancements in the platform. This facilitates continued compatibility and adaptability as their business needs evolve.
Zelite Solutions successfully upgraded Data Dynamics' CRM system to Dynamics CRM 9.1, utilizing a well-defined process that minimized downtime and ensured data integrity. The upgrade has resulted in a modernized system with a user-friendly interface, enhanced performance, and compatibility with future updates, positioning Data Dynamics for continued success. Through this collaboration, Data Dynamics can effectively leverage the advanced capabilities of Dynamics CRM 9.1 to manage customer interactions and achieve their business goals.
