Migration From A Legacy CRM (Maximizer) To Dynamics 365 Services For A Fitness Brand In Canada


VNB Consulting assisted a Canadian fitness brand move from a legacy CRM (Maximizer) to Dynamics 365 Customer Engagement Plan

Customer Profile

Customer is a leading fitness brand in Canada. Founded in 2004, the company operated with 3 main objectives: Simplify the process of acquiring commercial exercise equipment, propose the best solutions to the commercial fitness market in helping them serve more people and provide the best customer service through multiple levels of support.

Customer Situation

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Customer had been using a third-party CRM system called Maximizer (a web-based tool) for nearly 7 years. Maximizer CRM served the purpose for customer’s business, but recent growth in business demanded a more modern CRM solution with robust services module. Customer needed a partner that could assist them with all phases of this migration including training for the sales and services users.

Our Solution Offering

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Having worked with us in past, the customer selected VNB Consulting as a partner to take on this key project. Our team collaborated with customer stakeholders in evaluating some of the top CRM solutions in the market. After a thorough vetting process, Dynamics 365 Customer Engagement plan solution was chosen as the platform for this key initiative. Our team followed an agile template for this upgrade, which included: - Setting up of a new Dynamics 365 for Services instance with roles and privileges. - Migration of customizations and add-ins from Maximizer to the new Dynamics 365 solution. - Creation of data mappings between two systems and migration of the data from Maximizer to new Dynamics 365 Customer Engagement solution. - Re-configuration of the integration points between the new systems and other line of business systems. - Setting up of reports and dashboards using Power BI

Customer Benefits

  • Moving to Dynamics 36 Customer Engagement Services opened up many new features for the customer business team resulting in major improvement of business processes.
  • New features of Dynamics 365 for Services allowed customer to greatly improve its services platform

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