Dynamics Multiple clients Support

Dynamics 365 Implementation and ongoing Support for Multiple clients

Technologies

Dynamics

Project Types

Architecture
ERP
Reporting

Industry

Executive Summary

About Client

Enterprise Software Solutions (ESS) provides tailored software licensing and cloud services, specializing in optimizing Microsoft licensing solutions. Headquartered in Phoenix, Arizona, ESS helps clients reduce cloud spending and navigate complex licensing challenges. Their services include Microsoft 365 and Dynamics 365 solutions, cloud licensing optimization, and 24/7 support. ESS focuses on delivering cost-effective software solutions with a strong emphasis on customer service, including fast delivery, a 30-day warranty on most products, and a full refund policy.

Project Background

Peritos and Enterprise Software Solutions (ESS) have entered a 2-year contract to support multiple enterprise and Microsoft clients. This partnership focuses on providing solutions and services for clients utilizing Microsoft products. The collaboration covers high-level requirements across various projects, ensuring both companies can effectively serve their clients by leveraging Microsoft’s extensive suite of tools and services. These include Dynamics 365 F&O , CRM, Sales Hub, Customer insights, HR, Project operations, SCM and Finance.

Requirement

Supporting enterprise-level implementations of Microsoft tools.
Addressing high-level needs such as financial operations, customer relationship management, HR processes, and supply chain efficiencies.
Providing seamless integration across various departments to enhance productivity and business outcomes.

Scope

Requirement Gathering: Understand client-specific needs and align them with Dynamics 365 capabilities.
System Implementation : Set up the appropriate Dynamics Product for customer and the different modules (e.g., Finance, CRM, SCM) based on the business processes and scope identified.
Customization: Tailor the system through custom fields, workflows, or integrations as required.
Data Migration: Transfer data from legacy systems into Dynamics 365 while maintaining integrity.
User Training and Go-Live: Train users, conduct tests, and ensure a smooth transition to the new system.
Post-Go-Live Support: Provide ongoing support and system optimizations.

Technology and Architecture

Cloud-Based Architecture: Dynamics 365 runs on Azure, leveraging its scalability, security, and integration capabilities.
Microservices and APIs: Modular design using microservices allows seamless integration of Finance, SCM, HR, and CRM with third-party systems.
Data Management: Utilizes Azure Data Factory for ETL processes, with Azure SQL for data storage and Power BI for embedded analytics.
Security: Built-in role-based access control (RBAC) and encryption ensure data protection across the system.

Challenges

Data Migration Complexity: Transferring large volumes of data from legacy systems while ensuring accuracy and integrity can be time-consuming.
User Adoption: Resistance from users accustomed to old systems can slow down implementation.
Customization Needs: Legacy customizations may not fit into the Dynamics 365 architecture and require redevelopment.
Integration with Other Systems: Connecting Dynamics with existing software and third-party tools can be complex.
Downtime and Disruption: Migrating to a new system may cause temporary disruptions in business processes.
Overcoming challenges across multiple clients has led us to develop reusable assets, datasets, and tools that streamline the Dynamics 365 implementation process. These resources include pre-configured templates, tested integration frameworks, and proven techniques for data migration and user training. By utilizing these assets, we ensure each project runs smoothly and can achieve faster go-live times. This approach has helped us maintain consistency and efficiency, reducing the overall complexity and risks associated with deploying new systems across different client environments.

Project Completion

System Configuration: Set up Dynamics 365 modules (Finance, SCM, HR, CRM) as per business requirements.
Data Migration Report: Detailed report on data migrated from legacy systems, ensuring data integrity.
Customization Documentation: Comprehensive documentation of customizations and configurations done on the system.
Integration Setup: Configured integration with third-party systems and existing platforms.
User Training Materials: Manuals, videos, and training sessions for end-users.
Go-Live Support Plan: Detailed plan for system launch and ongoing post-go-live support. These deliverables ensure a successful and smooth deployment.

Support

Support can be from 2 weeks ongoing to be around 4 weeks of Hypercare support. We also have been supporting 5 customers for an AMC contract

Testimonial

Working with Peritos has been a highly productive and seamless experience. Their expertise in Microsoft solutions, particularly Dynamics 365, has helped us successfully implement complex projects across multiple clients. Their reusable assets, tools, and consistent approach to handling customizations have ensured smoother transitions and faster go-lives. The team’s commitment to delivering high-quality results and providing ongoing support has strengthened our partnership, and we look forward to future successes together.

– Abhi Ahuja , ESS Founder

Testimonial

Edward Yarashev

Product Manager | Tonkin + Taylor

Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.

(For services and support)

Richard Canny

Ultimation industries | President

“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”

(For services and support)

Grant Peterson

Software Development Manager | Insight Software

The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.

(For services and support)