Upgrade From Dynamics CRM 2013 To Dynamics 365 Sales For A Manufacturer


VNB Consulting assisted a global manufacturer upgrade its Dynamics CRM 2013 to latest Dynamics 365 Sales to improve sales processes

Customer Profile

A global leader in the design, production and marketing of award-winning fitness equipment. In their 40 years of business, they have grown tremendously in the ever-evolving fitness market. Based overseas, they are Asia’s largest, the world’s third-largest and one of the industry’s fastest growing fitness equipment manufacturers.

Customer Situation

dynamics 365 sales vs customer service vnb consulting

After using Dynamics CRM 2013 for nearly 5 years, the customer started to explore the market for a more modern sales solution that was mobile friendly. Customer needed a partner that could assist them with all phases of this upgrade including training for the sales professional.

Our Solution Offering

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Having worked with us in past, the customer selected us as a partner to take on this key project. Our team collaborated with customer stakeholders in evaluating some of the top sales solutions in the market. After a thorough vetting process, Dynamics 365 for Sales 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 Sales instance with roles and privileges. - Migration of customizations and add-ins from old CRM to the new sales solution. - Creation of data mappings between two systems and migration of the data from existing database to new Dynamics 365 for Sales. - 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 365 for Sales opened up many new features for the customer sales team resulting in major improvement of sales business processes.
  • Reporting integration with Power BI enhanced the reporting capabilities for business users.

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