Modernizing Global Sales with Dynamics 365 CRM Migration
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Headquarters
- Spain
Business Size
- Enterprise
Industry
- Inspection, Certification, Testing, Manufacturing, Technology
Technologies
The Client
The company is a leading enterprise in the testing, inspection, and certification sector, operating in over 70 countries. Their old CRM system limited their ability to grow and manage global operations effectively.
Challenges Faced
- The client faced significant challenges with their outdated Dynamics CRM 2013 environment as they expanded into international markets.
- The user interface was outdated, and mobility in the CRM 2013 version was limited.
- The system lacked cloud compatibility, which inflicted infrastructure costs.
- Custom workflows were fragile and difficult to maintain.
- There was no centralized visibility into global opportunities.
- Data consolidation across countries was done manually.
- System performance and response time were poor.
- Integrating with modern marketing tools proved challenging.
- Support for GDPR and global compliance was limited.
- Dashboarding and analytics capabilities were restricted.
- Users were hesitant to adopt the old system.
Ambit’s Solution
Ambit Software carried out a phased migration to Dynamics 365 Sales, including planning for international rollout.
- Data migrated from Dynamics CRM 2013 to Dynamics 365 Sales.
- The rollout occurred in phases by region.
- Workflows were redesigned with a modern interface and enhanced mobility.
- Sales stages and KPIs were standardized across countries.
- Power BI dashboards were integrated for better reporting.
- GDPR-ready compliance and audit logs were implemented.
- Custom plug-ins were replaced with scalable Power Automate flows.
- Outlook integration enabled activity and email synchronization.
- Regional sales teams received user training.
- Ongoing support and a plan for enhancements were put in place.
Results Achieved
- The transformation allowed the client to expand its CRM system globally while boosting productivity.
- A unified global CRM improved sales alignment.
- User satisfaction and tool adoption increased.
- The costs of CRM infrastructure and maintenance decreased.
- Global reporting improved with real-time dashboards.
- Compliance and audit readiness saw significant improvement.
Conclusion
The successful migration to Dynamics 365 equipped the client with a CRM platform ready for the future, capable of supporting its global growth strategy and compliance requirements.