Dynamics 365 CRM Migration Services
Start your journey to the Cloud
Moving from on-premises hardware and legacy code to the cloud frees up valuable internal and professional resources. This transition empowers employees to focus on more impactful tasks like application development, benefiting the business in the long term. Microsoft Dynamics 365 offers a comprehensive set of interconnected business applications capable of supporting critical business operations, spanning from sales and field service to finance and retail.
Common Migration Challenges
- Complex and inefficient business processes
- Subpar data quality and data silos
- Absence of a comprehensive customer view
- Standalone systems necessitating multiple entries
- Limited customer data insights
- Requirement for a customer portal for self-service capabilities
- Unsatisfactory user experience and customer engagement
- Potential IT security risks associated with cloud migration
Why do you need Microsoft Dynamics 365?
Microsoft Dynamics 365 is a cloud-based CRM solution designed to streamline data access by centralizing systems and unifying organizational data. By leveraging AI-driven insights, it provides enhanced visibility into daily operations and predictive scenarios, facilitating optimized resource utilization and improved customer experiences. With easy deployment and full compatibility with Microsoft products, Dynamics 365 ensures seamless integration of data and business processes for efficient operations.
Beyond Key’s Dynamics 365 Cloud Migration Services
We employ a structured process, leveraging our deep expertise in Dynamics 365 to mitigate the risk out of your data migration projects. Our CRM Migration plan is designed to be agile and responsive to your unique business needs. Our portfolio of offerings for Microsoft Dynamics 365 migration includes the following:
Advisory services:
Technical architecture, platform assessment, roadmap, and specified use case.
Implementation services:
Design and architect a robust CRM System and Data Migration on Cloud.
Migration services:
Data readiness, data mapping, migration, and data quality.
Integration services:
Integration architecture, data design, monitor and alert, and optimization
Business operations services:
Ops transformation, run optimization, and global support.
Enhancement services:
CRM evaluation, roadmap execution, and design governance.
Let’s discuss your requirements.
Our Focus Areas
Microsoft Dynamics 365 customer engagement
Scalability with Microsoft Cloud
Your CRM system should be scalable with minimal need for customization, facilitating rapid growth. Microsoft Dynamics 365 is structured as a set of plug-and-play business applications. As your business expands and evolves, you have the flexibility to extend the system accordingly. As a Dynamics 365 user, you can select and combine the apps that best suit your business needs, seamlessly and without disruption.
Key tasks include:
- Assessing the current state and maturity of sales, pricing, and contracting processes
- Developing a standardized global process for the future
- Simplifying the global product/services portfolio with localization support
- Designing and implementing a multi-currency and multi-jurisdictional pricing system
- Defining sales credits and commission structures
- Integrating services, billing, and the ERP platform for automation and digitization
Expanding your CRM Functionality
Upon transitioning from your current CRM to Dynamics 365 involves migrating all contacts and data while replicating existing CRM capabilities. This transition offers the opportunity to enhance your CRM capabilities, catering to both your needs and those of your customers. However, integrating or adding functionalities during the migration from legacy CRM to Dynamics 365 can affect timelines and raise project complexity. We ensure that this transition is smooth and your terms and quickly adopt to the new change.
How can our Dynamics 365 Migration And Upgrade services help?
- Effortless and uniform user experience
- Standardization of processes and applications
- Informed decision-making driven by insights
- Architecture designed for scalability and future expansion
- Lead management capabilities
- Comprehensive account and contact management
- Intermediary management functionalities
- Effective opportunity management tools
- Streamlined sales campaign management
- Case management for capturing feedback
- Integration of product, pricing, and quote management
- Intuitive and user-friendly integration with third-party systems
Talk to our consultants and share your challenges
Post Migration Support services
- User maintenance
- Creating role-based access
- Output of ad-hoc queries
- Navigational steps
- Automatic ticketing system
- Auto-generated reports
- 360 view of Support ticket
- Monthly and quarterly report
Industries that can benefit from Microsoft Dynamics 365
- Nonprofits
- Higher Education
- Manufacturing
- Insurance
- Healthcare
- Retail
Why Choose Beyond Key as Your Implementation Partner?
Business Expertise
As a Microsoft Solutions Partner, our team boasts access to a diverse pool of professionals skilled in various solutions, such as cybersecurity, internal audit, data analytics, audit and assurance, tax, and more, to enhance your implementation process.
Client Success
Prioritizing the long-term success of our clients, we emphasize comprehensive documentation and clear instructions to ensure your team can independently operate post-engagement with confidence.
Experienced Professionals
Our implementation experts possess a deep understanding of both technology and industry-specific concerns, enabling them to provide valuable guidance from day one, ensuring a seamless transition.
Microsoft Knowledge
Evolving alongside Microsoft’s offerings, our implementation team has acquired a thorough understanding, ensuring we stay abreast of the latest developments to deliver optimal solutions.
Partnering for Success
As a trusted Cloud Solution Provider specializing in Dynamics 365, Beyond Key has become the go-to choice for many partners seeking assistance in establishing a profitable practice. We understand the operational landscape of Microsoft Partners and the obstacles they encounter while scaling their businesses
Here's how we can help you drive value:
Minimum Viable Product (MVP)
We offer lean startup and proof of concept (PoC) solutions tailored to the constrained scope, ensuring efficient implementation
Enterprise Scale + Custom Solutions
Our offerings include tailored solutions designed with your clients' specific needs and preferences in mind, promoting client-centricity
Dynamics 365 Configuration/Customization
Our offerings include tailored solutions designed with your clients' specific needs and preferences in mind, promoting client-centricity
Integration Solutions
Our expertise extends to seamless integration of Dynamics 365 with third-party systems, whether at the app or system level, facilitating efficient data exchange and interoperability
Operation Services
We provide comprehensive Dynamics 365 application analysis and technical support, ensuring smooth operation and addressing any challenges that may arise
Effortless & Efficient Dynamics 365 Migration
While migrating to Microsoft Dynamics 365 may initially appear daunting, the benefits it brings—streamlined business processes, actionable insights, and heightened customer satisfaction—can significantly boost your ROI.
If you're considering making the move but aren't sure how to begin, our team of experts is here to help. Reach out to us today to start your journey towards a more efficient and rewarding CRM experience with Dynamics 365.
