Upgrade your CRM2021-08-03T03:42:02+00:00

You’ve heard the call of ‘the cloud’

We’re sure you’ve heard that having your head in the cloud is the way of the future? For many businesses, the cost model, the scalability, the flexibility and the ability for your business to focus on your core functions, rather than IT, are compelling cloud benefits.

Once you’ve experienced how Microsoft Dynamics CRM 365 Customer Engagement (CRM) and Microsoft Office 365 seamlessly integrate in a cloud ecosystem that drives productivity in your business, you’ll be sold. You’ll certainly need some help upgrading from an on-premises CRM to the online version of Microsoft Dynamics 365 CRM, but that’s what we’re here for.

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Customisations makes upgrade risky

If you’re a long term user of Microsoft Dynamics 365 CRM and have really made it part of your business with bespoke customisations, you might feel some trepidation at upgrading to the latest versions. You certainly don’t want to lose your hard work and have any business disruption. It’s possible, with some planning and expertise, to have the latest and greatest while preserving the customised elements of your business. Plus we can also leverage new functionality to make it even better.

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You want the latest and greatest

Microsoft’s enhancements to Dynamics 365 CRM have been exponential over the past few years. Releases are more frequent and more features and functions continue to blossom. Get on board. You could be missing out on enormous business benefits by sticking with an old version..

You can stay with on-premises versions or move to the online version of Dynamics 365 Customer Engagement where you’ll automatically stay up to date and can adopt new functions anytime.

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Our Experience

We have deployed Dynamics CRM solutions across many segments and industries, for many different purposes. See below for examples that are relevant to this challenge or market, or view and refine from our complete list of experience.

Company segment Industry Challenge Solution Keywords
Govt. Dept or Authority Govt - State CRM Upgrade D365 CRM On-Premise

Customer Service, Compliance Management, Data Migration (extensive), Document Production, Extend/enhance functionality, Platform Migration, Statutory Reporting


Customer had a customised On-premise solution, needing to migrate to the Cloud platform. The platform migration maintained existing functionality where appropriate while also introducing design and productivity improvements. Revamped integration with document management 3rd party solution, and integration with Power BI reporting platform.
Not-for-Profit Aged or Health Care Services CRM Upgrade D365 CRM On-Premise

Platform Migration, Customer Service, Compliance Management, Data Migration (extensive), Statutory Reporting, Extend/enhance functionality, Sales Management


Customer approved our Scoping study for an On-Premise migration to the Cloud, for all phases. Migration project delivered revised business requirements while also delivering performance improvements, enhanced functionality, and improved reporting to their funding provider.
Govt. Dept or Authority Govt - State CRM Upgrade Scoping & Strategy

Platform Migration


Customer has a customised On-premise solution, looking to migrate to the Cloud platform. The migration study will scope the functional and productivity improvements and quantify the cost and timeframes
Medium Enterprise Import, Transport or Distribution CRM Upgrade D365 CRM Online

Solution Upgrade


Updating the solution with new apps and revision of roles to take advantage of the new release by Microsoft
Medium Enterprise Member Associations CRM Upgrade D365 CRM Online

Solution Upgrade


Updating the solution with new apps and revision of roles to take advantage of the new release by Microsoft
Medium Enterprise Manufacturing CRM Upgrade D365 CRM Online

Solution Upgrade


Updating the solution with new apps and revision of roles to take advantage of the new release by Microsoft
Medium Enterprise Aged or Health Care Services CRM Upgrade Scoping & Strategy

Lead Management, Sales Management, Extend/enhance functionality, Workflows & Business Process, Website integration, Customer Service


Customer had a basic CRM utilised by one team, and wished the CRM solution to be redesigned and scaled for use across all business units and customer functions, including integration with an inhouse developed portal.
Govt. Dept or Authority Govt - State CRM Upgrade D365 CRM On-Premise

Platform Migration


Customer had a number of Azure services supporting their existing On-premise solution which needed to be consolidated, improved and migrated to a different Azure platform.
Govt. Dept or Authority Govt - State CRM Upgrade D365 CRM On-Premise

Platform Migration


Migration of the customers On-premise solution to the Online platform, incorporating functional improvements
Govt. Dept or Authority Govt - State CRM Upgrade D365 CRM On-Premise

Solution Upgrade, Extend/enhance functionality, Workflows & Business Process, Stakeholder Management


Govt dept's mandate and responsibilities were changed, so their existing On-premise solution required a review to understand the scope of change required to support their new role. Recommendations were accepted and were deployed.
Medium Enterprise Education, Training & Employment Services CRM Upgrade Scoping & Strategy

Platform Migration, Extend/enhance functionality, Workflows & Business Process, Lead Management, Sales Management, Order Management


We performed a review and provided recommendations for a Customer's existing On Premise Dynamics CRM solution, which they wanted to migrate to Online, before implementing further customisations.
Small Business Manufacturing CRM Upgrade D365 CRM On-Premise

Platform Migration, Lead Management, Sales Management


Migration of the customers On-premise solution to the Online platform, incorporating functional improvements
Large Enterprise Financial Services CRM Upgrade D365 CRM Online

Platform Migration, Data Migration (extensive)


Customer acquired another company with an existing Dynamics CRM solution that needed to be incorporated into their Australian environment. We provided recommendations, which were accepted, and deployed.
Not-for-Profit Social & Community Services CRM Upgrade Domestic Violence Services Solution

Platform Migration, Customer Service, Stakeholder Management, Statutory Reporting


Customer had an existing poorly performing On-premise solution that needed to be migrated to the Online platform, and then rectified and improved to meet the service needs, including ability to report correctly to the funding provider.
Govt. Dept or Authority Govt - State CRM Upgrade D365 CRM Online

Platform Migration, Extend/enhance functionality, Stakeholder Management, Membership Management, Data Migration (extensive)


Customer had multiple D365 solutions installed across the organisation, when a single solution would have been appropriate. Our recommendations were accepted, and we consolidated the design into a single solution that accomodated each business unit, with functional improvements and business process changes.
Medium Enterprise Manufacturing CRM Upgrade D365 CRM On-Premise

Platform Migration


Customer had an existing On Premise Dynamics CRM solution, which they needed to migrate to Online, before implementing further customisations. We performed a review and provided recommendations, which were accepted.
Small Business IT Services CRM Upgrade D365 CRM On-Premise

Platform Migration, Lead Management, Sales Management


Customer had an existing On Premise Dynamics CRM solution, which they needed to migrate to Online, before implementing further customisations under our Kickstart approach.
Govt. Dept or Authority Govt - State CRM Upgrade Scoping & Strategy

Solution Upgrade, Compliance Management, Stakeholder Management, Statutory Reporting


Customer had an existing On-premise version that needed to be upgraded, with review and recommendation of technical and functional improvements available under the new version.
Small Business Manufacturing CRM Upgrade Scoping & Strategy

Lead Management, Sales Management, Platform Migration


Review to provide options for migration of the customer's On-premise solution to the Online platform, including options for improvements
Small Business Manufacturing CRM Upgrade D365 CRM On-Premise

Lead Management, Sales Management, Extend/enhance functionality, Workflows & Business Process, Platform Migration


Migration of the customers On-premise solution to the Online platform, incorporating functional improvements
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Our Experience

Needs Analysis

To set you up for CRM success, we’ll work with you to understand your specific challenges, objectives, customer relationship model, and current processes. Depending on your budget, we have an approach to suit – ranging from short questionnaires to detailed workshops.

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CRM Customisation

We can help by populating your customer and prospect data into your CRM – from spreadsheets or finance systems, tailoring screens to collect and display the actual information you need, matching your processes and business rules into CRM functionality and integrating other systems like your finance system for a 360 degree view of your customers.

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Support

We’re not going to make you go it alone. You’ll need ongoing help to make sure your new CRM continues to evolve with your business. Engage us on an ad hoc basis when you need more help, or ask us to tailor an ongoing support arrangement for your likely levels of support.

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Get in touch today

Let’s talk about your CRM challenges.

Hopefully our website has given you a good idea about what we can do. Now, we’d love to hear from you. Call, email or use the form below. We look forward to talking about your specific situation, needs, and goals.

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