Voice, fax, and data solution provider migrates to Dynamics 365 online for better efficiency

Challenge

The client wanted to migrate from the Dynamics CRM on-premise solution to the Dynamics 365 CRM online version. The problems faced were complex report structures, outdated user interface designs, and too much historical data.

Solution

Intech analyzed the issue and recommended the use of an external third-party tool, Scribe, to execute the migration successfully. We upgraded the on-premises organization, made it compatible with the online version, and replicated the data. We customized a few features, especially the capability to fetch XML-based reports.

Impact

• Easy and smooth migration to the cloud solution
• Successful transfer of data and processes to the new solution
• Collaboration between teams improved
• Optimized performance, higher agility, and enhanced productivity were achieved