CRM Migration: Infor to Dynamics 365
Project Overview
The client is one of the leading third-party Lease Audit services companies based in the US. The company offers expertise in forensic accounting, building management, commercial real estate legal principles, building operating systems, lease and clause nuance, property owner billing structures and methodologies, and utility audits.
Challenge
- The client's current CRM system delivered poor performance and slow speed.
- Lack of automation led to heavy reliance on manual processes.
- Sought a high-speed platform to streamline workflows and eliminate time-consuming manual tasks.
- Wanted a complete transfer of their extensive database to the upgraded system as a critical project requirement.
Our Solution
Cynoteck suggested migrating from Infor CRM to Microsoft Dynamics 365.
We developed and configured a tailored Dynamics 365 solution.
Set up a centralized database to manage information flow from various tools.
Migrated Ksync Flows to a much faster Microsoft Power Automate for quicker task creation, such as sending emails.
Replaced Crystal Reports with SSRS Reports for more interactivity and data control.
Impact/Outcome
Power Platform Integration
Integrated Client Website with MS Power Platform Portals to extend Common Data Services to external audiences.
Automation & Productivity Boost
Simplified work processes and increased productivity through automation.
Smooth Migration with Zero Downtime
Smooth transition to the new environment with zero downtime and negligible business impact.
91+ Projects
67+ Customers/ Partners
78+ Repeat Business
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