MS Dynamics CRM Upgrade & Feature Enhancement
The organization required an upgrade of its existing Microsoft Dynamics CRM 2013 system to a newer, more capable CRM platform.
The legacy CRM version limited usability, performance, and access to advanced CRM capabilities needed to support a growing digital imaging and office automation business.
The primary objective of this project was to migrate the CRM system from Microsoft Dynamics CRM 2013 to CRM 2016, while ensuring data integrity, system stability, and an improved user experience through modern CRM features.
Client Overview
The Digital Imaging & Office Services Solutions was created to become a leading office automation solutions provider for the thriving UAE market.
By embracing the printing industry’s phenomenal digital transformation over the years, the organization developed a natural proclivity for new technologies and gained an enviable reputation for its expertise in integrating digital enterprise solutions of all kinds into its clients’ businesses.
Technical Stack
Industry
Enterprise
Region
United Arab Emirates (UAE)
Project-size
Non-Disclosable
Company size
Mid-Scale Organization
Implementation Highlights
Successfully migrated Microsoft Dynamics CRM from version 2013 to 2016.
Performed complete process testing, system customization, and data validation during the upgrade.
Optimized system performance and ensured compatibility with existing business processes.
Editable sub-grids
Roll-up fields
Calculated fields
Improved CRM–Outlook integration
Challenges & Solutions
Outdated CRM version with limited functionality CRM 2013 lacked modern UI capabilities and advanced CRM features.
Solution:Upgraded the system to Microsoft Dynamics CRM 2016, enabling improved UI and advanced functionality.
Risk of data loss during CRM migration Migrating large volumes of business data posed a risk to data integrity.
Solution: Executed a structured migration approach with thorough testing and validation to ensure complete and accurate data transfer.
User adoption and performance concerns Users were concerned about system performance and usability after migration.
Solution: Optimized configurations and ensured performance benchmarks were equal to or better than the previous CRM version.
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Improved CRM user interface and overall user experience
- Enabled advanced CRM features for better automation and reporting
- Reduced billing errors through clear order hierarchy and reporting
- Maintained or improved system performance post-upgrade
- Enhanced productivity through CRM–Outlook integration
- Future-ready CRM platform to support business growth and scalability
Key Learnings & Next Steps
- Upgrading legacy CRM platforms is essential to unlock modern features, improved usability, and long-term scalability without disrupting existing business processes.
- A structured migration approach with thorough testing and data validation is critical to ensuring data integrity, system stability, and user confidence during CRM upgrades.
- A future-ready Microsoft Dynamics CRM platform with enhanced performance, advanced features, and improved user experience, supporting higher productivity and business growth.
