Financial Services Company Modernizes Their CRM With Azure Cloud

The client in this case study is a wealth management and services company that specializes in investment advice for professionals in a particular industry. Founded more than 50 years ago, the client offers a comprehensive suite of financial plans and solutions to customers across Canada.

Before working with Datavail, the client needed to perform an upgrade of its outdated Microsoft Dynamics CRM, which was putting them at risk for security vulnerabilities. In this case study, we’ll discuss how Datavail helped the client improve the speed, performance, and efficiency of its IT environment by migrating to the Microsoft Azure cloud.

Download our paper to learn more about:

• The issues the client was experiencing with their outdated CRM platform, which was losing its support, exposing the company to risk, and hindering performance, user experience, productivity and user adoption.
• How Datavail helped the client migrate their outdated on-premises Microsoft Dynamics CRM 2013 to Microsoft Dynamics 365 online CRM platform, employing the Unified Interface feature in order to make the application responsive and mobile friendly, which was not previously possible, along with many other upgrades to functionalities and features.
• Details of the results and benefits the client was able to experience after the upgrade, including increased software performance, stability, and consistency; new features and functionality thanks to third-party integrations; greater flexibility, ease of use, and user-friendliness with a new responsive design; and less time and effort required for maintenance.
• A description of the types of services Datavail provides regarding Microsoft Dynamics 365 CRM upgrades, cloud migrations and legacy application modernization.