Seamless Migration from Odoo CRM to Microsoft Dynamics 365 at Mekdam Holding Group
Mekdam Holding Group is a diversified conglomerate operating across various sectors, including Software Services (Emerging), Technology Solutions (ELV), Steel & Contracting (MSSC), CAMS, Technology, and Oil & Gas. To support its rapidly expanding subsidiaries, Mekdam required a modern and scalable CRM solution that could replace its legacy Odoo CRM and improve lead and opportunity management processes.
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Mekdam Holding Group, a diversified conglomerate with six subsidiaries, faced inefficiencies in sales lead management, approval workflows, and data visibility due to the limitations of its legacy Odoo CRM. The company required a scalable, automated, and customisable CRM to streamline its sales processes and support multi-subsidiary operations.
Zelite Solutions successfully migrated Mekdam from Odoo CRM to Microsoft Dynamics 365 Sales, ensuring data integrity, enhanced automation, and seamless user adoption.
The transition involved:
- Data Migration & System Transition:Ensuring a smooth transfer of historical sales data with no data loss.
- Approval Workflow Automation: Introducing multi-tiered, subsidiary-specific approval workflows, including lazy approvals with three response options (Approve, Reject, and Request for More Details).
- Customized & Development: Implementing custom lead scoring, opportunity tracking in Kanban view, cost calculations with multi-currency support (USD, QAR, EURO), and product segregation for vendor/internal opportunities.
- Dashboards & Reporting: Providing real-time insights through subsidiary-specific dashboards for pipeline tracking, KPI reports, revenue forecasting, and hot case monitoring.
As a result, Mekdam enhanced efficiency, optimise decision-making, and accelerated sales cycles, positioning itself for sustained growth and digital transformation with a scalable and automated CRM.
Mekdam Holding Group faced significant limitations with its existing Odoo CRM, including:
- Lack of Automation: Manual processes slowed lead capture, opportunity tracking, and approvals.
- Scalability Issues: The system could not efficiently support Mekdam’s six subsidiaries, each with unique sales and approval workflows.
- Fragmented Data: Limited real-time insights and visibility across subsidiaries made decision-making cumbersome.
- Complex Approval Workflows: Different business units had varied approval mechanisms that Odoo struggled to accommodate.
- Currency Limitations: Inconsistent handling of multi-currency transactions (USD, QAR, and EURO) complicated cost calculations.
Mekdam required a seamless migration from Odoo CRM to Microsoft Dynamics 365 Sales, ensuring better scalability, automation, and data integrity across all subsidiaries.
Zelite Solutions was chosen to manage the end-to-end migration and implementation of Microsoft Dynamics 365 Sales.
The approach included:
Data Migration & System Transition
- Conducted a detailed audit of the existing Odoo CRM database to map relevant data for migration.
- Ensured seamless data migration of leads, opportunities, accounts, and historical records into Dynamics 365 Sales.
- Maintained data integrity and consistency, ensuring no loss of information during transition.
- Implemented automated workflows to replace manual processes from Odoo.
Customisation & Development
- Configured Dynamics 365 Sales to support multi-subsidiary operations, each with its own approval workflows and sales processes.
- Designed and developed a custom PowerApps Component Framework (PCF) control to display all opportunities in a Kanban view, enhancing user experience.
- Developed a custom lead scoring mechanism based on a predefined checklist to optimise lead qualification.
- Implemented custom cost calculations with automatic currency conversion (USD, QAR, & EURO) to streamline pricing.
- Introduced opportunity product segregation (internal vs. vendor-based) with contingencies, tax, markup, and discount calculations.
- Created a customised cost sheet template that can be exported and sent via email for approval.
Approval Workflow Automation
- Implemented multi-tiered approval processes tailored to each subsidiary’s requirements.
- Designed an automated approval workflow, replacing the manual approval steps in Odoo.
- Enabled lazy approvals with three response conditions: Approve, Reject, and Request for More Details.
- Integrated real-time email notifications and task assignments to stakeholders.
Dashboards & Reporting
Developed subsidiary-specific dashboards featuring:
- Pipeline Tracking
- Sales Summary & KPI Reports
- Hot Cases Monitoring
- Revenue Forecasting & Performance Analysis
Provided real-time business insights, empowering leadership with better decision-making tools.
Training & Support
- Conducted administrator and end-user training to facilitate a smooth transition from Odoo to Dynamics 365.
- Provided ongoing support and troubleshooting post-migration to ensure seamless adoption.
Seamless CRM Migration
- Successfully migrated from Odoo CRM to Microsoft Dynamics 365 Sales, ensuring no data loss or disruption.
Improved Efficiency & Automation
- Automated lead and opportunity management, eliminating the need for manual intervention.
- Enabled faster sales cycle processing with automated approval workflows.
Enhanced Decision-Making
- Real-time dashboards provided accurate forecasting and performance monitoring.
- Consolidated data across subsidiaries for better strategic planning.
Optimised Approval Workflows
- Introduced structured approval workflows customised for each subsidiary.
- Reduced approval delays with lazy approvals and email-based responses.
Better Scalability & User Adoption
- A centralised, scalable CRM platform now supports all six subsidiaries with customised sales processes.
- Employees adapted quickly with structured training, leading to higher productivity.
By migrating from Odoo CRM to Microsoft Dynamics 365 Sales, Mekdam Holding Group successfully modernised its sales and approval processes. The new system provided greater automation, improved scalability, and real-time business insights, positioning Mekdam for continued growth and digital transformation.
