endorsedOngoing

Microsoft Dynamics 365 CRM Upgrade and Azure Integration for Nonprofit

Services Covered:

Custom Software Development • Application Integration

Industry

Non-profit Organizations

Duration

91 months

Budget

Confidential

Start Date

1 January 2019

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

73/100

Good

Project Capability Score (PCS) estimates how capable Tech9 is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

Riverton, United States of America

Project Summary

Tech9 provided ongoing custom software development for a nonprofit, performing a Microsoft Dynamics CRM upgrade, updating SSIS integrations, and implementing Azure Service Bus integrations. Their work improved application performance — reducing load times from minutes to seconds — and increased the first-attempt QA pass rate from under 20% to over 90%. The team worked using an agile project management style with online collaboration and flexible timelines.

Key Challenges

Implement custom functionality in an application built on Microsoft CRM after a failed prior implementation.
Increase work product quality and development efficiency.
Complete a major CRM upgrade and undertake a cloud migration.

Project Deliverables

Upgraded a duplicate instance from Microsoft CRM 2013 to Microsoft CRM 2016
Migrated Kendo UI grids to native Microsoft Dynamics 365 grid controls
Upgraded SSIS integration packages to utilize the Microsoft Common Services Data Model
Developed integrations with other applications via Azure Service Bus

Project Solution

Tech9 executed a Microsoft Dynamics CRM upgrade and integration program: they upgraded a duplicate instance from Microsoft CRM 2013 to Microsoft CRM 2016, migrated custom Kendo grids to native Dynamics 365 grid controls, updated SSIS integration packages to use the Microsoft Common Services Data Model, and built integrations with other systems via Azure Service Bus. The team was delivered via a nearshore staffing model and included account management and senior development resources.

Project Outcome

Application performance load times decreased from minutes to a few seconds.
First-attempt QA pass rate for work items improved from less than 20% to over 90%.
Improved delivery efficiency and flexibility through agile project management and online collaboration.

Platforms

Tech Stack

Azure

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Thanks to Tech9's effort, the client's application performance and load times decreased from minutes to a few seconds. The team utilized an agile project management style. They offered flexible time frames and collaborated online.”
Jared Brokaw
Sr. Technology Solution Manager
Date: 11/17/2020