Project Description

About our Customer

The customer is a non-profit organization that represents universities in Canada, connecting their interests and objectives with members of government and media. The organizations supports the needs of almost 100 universities, maintaining contact with every member of parliament and most major media organizations and journalists.

Systems + Devices Addressed

CRM Upgrade Systems Devices Addressed

Key Challenges

The company had been operating a legacy version of Microsoft Dynamics hosted on-premises. The legacy version was heavily customized, including a large number of custom entities and reports.

Korcomptenz’s Solution

Korcomptenz was selected as the partner of choice to migrate their on-premises installation to Microsoft’s latest Dynamics 365 CE cloud-version, clean data, improve the user interface, and deploy new marketing and event management features.

Microsofts latest Dynamics 365 CE edition features the new Unified Interface and improvements in usability Korcomptenz Microsoft Gold Partner status and knowledge of Azure services including Power BI and supporting tools offered depth of capabilitiesNon-profit and related industry experienceAgile approach to development and generating rapid results

We collaborated with the customer to identify their short- and long-term needs for the new installation including how to resolve their pain points, deploy new features, and improve reporting. The new Microsoft Dynamics 365 CE deployment included the following features:

All new installation with unused entities and redundant data removed New user interface a nd changes to the hierarchy of the entities to improve efficiency Complete, end-to-end event management features, replacing an out-dated custom solution Power BI based reporting that improves data visualization and performance Custom mail merge feature to eliminate manual tasks and improve reporting

Real World Benefits

The completed project delivered the following real world benefits to the customer.

  • Increased Efficiency: The new user interface and changes to the relationships in the entities enabled users to access information faster and more effectively than ever before

  • Less Maintenance: The elimination of costly, hard to maintain internal infrastructure freed up IT staff to focus on pushing the organization forward rather than remaining in place

  • New Features: Comprehensive event management including promotions and repoting on attendance directly from the CRM system and an integrated mail merge application

  • Integrated Solution: Unified system to manage all aspects of the relationship with comprehensive reporting available in Power BI

Ready for the Future

The migration to Dynamics 365 CE and implementation of the Marketing and Event Hubs are just the start of the organization’s digital transformation journey.

CRM Upgrade Future

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