Smooth and Efficient Microsoft Dynamics 365 Migration Services

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Dynamics 365 CRM Migration Services
Start your journey to the Cloud

Moving from on-premises hardware and legacy code to the cloud frees up valuable internal and professional resources. This transition empowers employees to focus on more impactful tasks like application development, benefiting the business in the long term. Microsoft Dynamics 365 offers a comprehensive set of interconnected business applications capable of supporting critical business operations, spanning from sales and field service to finance and retail.

Common Migration Challenges

Complex and inefficient business processes
Subpar data quality and data silos
Absence of a comprehensive customer view
Standalone systems necessitating multiple entries
Limited customer data insights
Requirement for a customer portal for self-service capabilities
Unsatisfactory user experience and customer engagement
Potential IT security risks associated with cloud migration

Why do you need Microsoft Dynamics 365?

Microsoft Dynamics 365 is a cloud-based CRM solution designed to streamline data access by centralizing systems and unifying organizational data. By leveraging AI-driven insights, it provides enhanced visibility into daily operations and predictive scenarios, facilitating optimized resource utilization and improved customer experiences. With easy deployment and full compatibility with Microsoft products, Dynamics 365 ensures seamless integration of data and business processes for efficient operations.

Beyond Key’s Dynamics 365 Cloud Migration Services

We employ a structured process, leveraging our deep expertise in Dynamics 365 to mitigate the risk out of your data migration projects. Our CRM Migration plan is designed to be agile and responsive to your unique business needs. Our portfolio of offerings for Microsoft Dynamics 365 migration includes the following:

Dynamics 365 Cloud Migration - Advisory services

Advisory services:
Technical architecture, platform assessment, roadmap, and specified use case.

Dynamics 365 Cloud Migration - Implementation services

Implementation services:
Design and architect a robust CRM System and Data Migration on Cloud.

Dynamics 365 Cloud Migration - Migration services

Migration services:
Data readiness, data mapping, migration, and data quality.

Dynamics 365 Cloud Migration - Integration services

Integration services:
Integration architecture, data design, monitor and alert, and optimization

Dynamics 365 Cloud Migration - Business operations services

Business operations services:
Ops transformation, run optimization, and global support.

Dynamics 365 Cloud Migration - Enhancement services

Enhancement services:
CRM evaluation, roadmap execution, and design governance.

Let’s discuss your requirements.

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Our Focus Areas

Microsoft Dynamics 365 customer engagement

D365 Customer Insights

D365 Sales

Customer service

Field service

Scalability with Microsoft Cloud

Your CRM system should be scalable with minimal need for customization, facilitating rapid growth. Microsoft Dynamics 365 is structured as a set of plug-and-play business applications. As your business expands and evolves, you have the flexibility to extend the system accordingly. As a Dynamics 365 user, you can select and combine the apps that best suit your business needs, seamlessly and without disruption.

Key tasks include:

Assessing the current state and maturity of sales, pricing, and contracting processes
Developing a standardized global process for the future
Simplifying the global product/services portfolio with localization support
Designing and implementing a multi-currency and multi-jurisdictional pricing system
Defining sales credits and commission structures
Integrating services, billing, and the ERP platform for automation and digitization

Expanding your CRM Functionality

Upon transitioning from your current CRM to Dynamics 365 involves migrating all contacts and data while replicating existing CRM capabilities. This transition offers the opportunity to enhance your CRM capabilities, catering to both your needs and those of your customers. However, integrating or adding functionalities during the migration from legacy CRM to Dynamics 365 can affect timelines and raise project complexity. We ensure that this transition is smooth and your terms and quickly adopt to the new change.

How can our Dynamics 365 Migration And Upgrade services help?

Effortless and uniform user experience
Standardization of processes and applications
Informed decision-making driven by insights
Architecture designed for scalability and future expansion
Lead management capabilities
Comprehensive account and contact management
Intermediary management functionalities
Effective opportunity management tools
Streamlined sales campaign management
Case management for capturing feedback
Integration of product, pricing, and quote management
Intuitive and user-friendly integration with third-party systems

Talk to our consultants and share your challenges

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Post Migration Support services

User maintenance
Creating role-based access
Output of ad-hoc queries
Navigational steps
Automatic ticketing system
Auto-generated reports
360 view of Support ticket
Monthly and quarterly report

Industries that can benefit from Microsoft Dynamics 365

Nonprofits
Higher Education
Manufacturing
Insurance
Healthcare
Retail

Why Choose Beyond Key as Your Implementation Partner?

Business Expertise

As a Microsoft Solutions Partner, our team boasts access to a diverse pool of professionals skilled in various solutions, such as cybersecurity, internal audit, data analytics, audit and assurance, tax, and more, to enhance your implementation process.

Client Success

Prioritizing the long-term success of our clients, we emphasize comprehensive documentation and clear instructions to ensure your team can independently operate post-engagement with confidence.

Experienced Professionals

Our implementation experts possess a deep understanding of both technology and industry-specific concerns, enabling them to provide valuable guidance from day one, ensuring a seamless transition.

Microsoft Knowledge

Evolving alongside Microsoft’s offerings, our implementation team has acquired a thorough understanding, ensuring we stay abreast of the latest developments to deliver optimal solutions.

Partnering for Success

As a trusted Cloud Solution Provider specializing in Dynamics 365, Beyond Key has become the go-to choice for many partners seeking assistance in establishing a profitable practice. We understand the operational landscape of Microsoft Partners and the obstacles they encounter while scaling their businesses

Here's how we can help you drive value:

Minimum Viable Product (MVP)

We offer lean startup and proof of concept (PoC) solutions tailored to the constrained scope, ensuring efficient implementation

Enterprise Scale + Custom Solutions

Our offerings include tailored solutions designed with your clients' specific needs and preferences in mind, promoting client-centricity

Dynamics 365 Configuration/Customization

Our offerings include tailored solutions designed with your clients' specific needs and preferences in mind, promoting client-centricity

Integration Solutions

Our expertise extends to seamless integration of Dynamics 365 with third-party systems, whether at the app or system level, facilitating efficient data exchange and interoperability

Operation Services

We provide comprehensive Dynamics 365 application analysis and technical support, ensuring smooth operation and addressing any challenges that may arise

Effortless & Efficient Dynamics 365 Migration

While migrating to Microsoft Dynamics 365 may initially appear daunting, the benefits it brings—streamlined business processes, actionable insights, and heightened customer satisfaction—can significantly boost your ROI.

If you're considering making the move but aren't sure how to begin, our team of experts is here to help. Reach out to us today to start your journey towards a more efficient and rewarding CRM experience with Dynamics 365.

Contact our experts!

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