INSYNC Implemented Microsoft Dynamics 365 CRM
A detailed look into the journey behind INSYNC's implementation of Microsoft Dynamics 365CRM and how they achieved success with it
Digitalization of business operations became a necessity for sustainability in this new era. INSYNC also implemented a suite of software solutions to carry out the regular business operations.
However, these solutions were disconnected and were not cost-effective. Being a Microsoft partner, INSYNC had the opportunity to switch to a better and integrated business solution platform of Microsoft Dynamics 365 CRM. With the pandemic making the digital workflow mandatory, the need for Microsoft Dynamics 365 implementation became inevitable.
Another big task was in the implementation of data migration. Migrating the existing data that had accumulated for over ten years to the new system was a monumental task. To manage this huge data migration efficiently, the dataset was divided into various segments as per the techno-functional needs and availability.
The data migration process began with the migration of the partner data followed by the customer master data and eventually the sales module, with the major data migration for the entire sales module being completed within the first month of the implementation by June 2020.
With the implementation of the new tool, INSYNC's mission got more focused with the collaboration on a single platform to manage the partners and customers. The team also began working on other parallel areas such as Zoho Invoice Data Migration to Dynamics 365, Project Management Migration from Zoho Projects to Dynamics 365 and much more.
With the amount of success INSYNC achieved with the implementation of Microsoft Dynamics 365 CRM, they started sharing the data migration success story through webinars and blogs and also began getting inquiries for services around it as well from customers.
With continued work around Microsoft Dynamics 365, more automation got introduced as well such as SLA automation, smart-alerts, task assignments, price-list automation, notes-automation, and much more. In total, INSYNC developed more than 200 Power Automate Flows till date and is still adding more.
To learn more in detail about the success INSYNC achieved with the implementation of Microsoft Dynamics 365 CRM, head on to:
InSync Tech-Fin Solutions Ltd.
DGK 912, DLF Galleria,
Action Area 1B, New Town, Kolkata - 700156,
West Bengal, India
Contact No: +91 9830027106
InSync Solutions is an enterprise committed to the vision of digitally transforming modern-day businesses and making them more efficient with the help of smart and innovative technologies. They design and develop Digital Commerce Solutions & Services including Data & Application Integration, B2B E-commerce, Data Migration and Business Process Automation.
InSync Tech-Fin Solutions Ltd. is an organization based out of Kolkata, India and committed to the vision of transforming modern day businesses with the help of innovative solutions. Trusted by over 1000 Businesses across the world, InSync has benefitted organizations in their quest for unprecedented growth.
APPSeCONNECT, a product by InSync is a next generation integration platform which connects various business applications and enables seamless data exchange between them.
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