Dynamics Multiple clients Support
Dynamics Multiple clients Support
Dynamics 365 Implementation and ongoing Support for Multiple clients
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.
- Address: Tempe, AZ 85281 , USA
- https://www.enterprise-software-solutions.com/
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
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.
“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!”
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.
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Power BI Reporting for Bamboo Strategic Media
Power BI Reporting for Bamboo Strategic Media
This case study explores the features & challenges of migrating from Azure Dataverse to Azure blob Storage under Microsoft Dynamics Support.
Implementation
About Client- Attendance Management System
Pioneer Institute of Professional Studies is a Part of Pioneer Group which was established in 1996. The institute is known for providing quality education and is one of the oldest private educational Institutes in Indore. Pioneer Institute is run and managed by highly qualified & experienced professionals who have an expertise in the field of education & industry.
- Institutional Membership of CSI, IMA, ISTE and AIMS
- Placement in Top fortune 500 Companies and Institutional Membership of CSI, IMA, ISTE and AIMS
- Number of Students, Teachers and has been ever-increasing
- Autonomous and NAAC Accredited Institute
- http://www.pioneerinstitute.net/
- Location: Indore, Madhya Pradesh, India
Attendance Management System-Project Background
Peritos and Pioneer Institute of Professional Studies got together and discussed about the issues related to attendance management system for students and teachers during the Lockdown period when all classes and lectures were happening online. In order to effectively manage tracking the attendance and ensure there is visibility to both students, teachers and parents, it was decided to discuss the online and digital option to get the teachers and students to track and manage the attendance online. This was also decided to implement across all of the Pioneer Group of Schools and colleges after its 1st successful iteration.
Scope & Requirement
Teacher Mode:
- Design an app where a teacher can view the list of children assigned to them.
- Children will be attending multiple lectures each day.
- The teacher needs to check-in and check-out the students on each of the lectures.
- Ability to export attendance for each class or student
Student Mode:
- Student should be able to see the attendance
- Check the Goal vs Achieved attendance criteria
- Backend will be done via mass upload on the Go live date by the admin to upload the schedule and timings of all the students, teachers and subject schedule timings.
Implementation
Technology and Architecture
Technology
- The web app was deployed with the below technological component
- Backend Code: .NET Core, C#, Node.js
- Mobile App code: React Native
- Web App code: ReactJS
- Database: SQL Server, MongoDB
- Cloud: Microsoft Azure
Integrations
- Migration from an on-premise database to Online Student, Teacher, Subject database
- Single Sign-on using Auth0
- Sendgrid
Security:
- Data Encryption
- Multi-Factor Authentication for Admin, Teacher, and students when logging in
- All API endpoints are tokenized
Backup and Recovery
Scalability
Cost Optimization
Code Management, Deployment
- Code for the app is handed over to the client through Microsoft AppCenter.
- CI/CD is implemented to automatically add, build and deploy any code changes
Features of Attendance Management System
- Students are able to see the list of subjects and timetable with the click of mouse
- Teachers are able to see the list of subjects , classes and student’s attendance and mark daily attendance
- Students are able to view the attendance % and the minimum attendance needed vs achieved
- On the go attendance marking and calculations are updated
- Holidays and classes cancelled are incorporated in the minimum attendance calculations
- Quick setup, Dashboard view
Challenges
- Getting the huge amount of data to incorporate and add to the online database. We took an online database migration tool and added AI ML logic to ensure the right data is sent to the right data view
- Teacher training on how to mark the attendance as there were more than 200+ teachers and onboarding around 50+ class schedules for 500+ students
Project Completion
Duration
Deliverables
- UX Design of the attendance management system was delivered after which the scope was confirmed
- Web App unit tested with a How to Document Guide and FAQ on some common issues that might be faced in using the app by the Students, Teachers and Admin
- Knowledge transfer with Train the Trainer sessions to train super users who further trained the staff members
Support
As part of the project implementation we provided 1 month of extended support. This includes any Major / Minor bug fixes.
Testimonial
After using the app live for a month, we took a survey of approx. 20 teachers and 50+ students on how the app performed. All he staff and students love it. Here are the survey results out of 5 Stars:
- Ease of use *****
- Performance ****
- Improves productivity to track attendance *****
- Saves Time *****
Overall: 4.75/ 5
- We also took Feedback from stakeholders as below:
- ‘The App has helped us in making our move to the digital space and helping us with keeping the right attendance track of all our students. It is fairly easy to use and the user interface is simple. We look forward to implementing the app for other group companies as well
- P.C Jain , Chairman Pioneer group
Prashant Jain
GROUP CEO PIONEER GROUP
We are now looking at the next phase of the project which involves:
- Ongoing Support and adding new features every Quarter with minor bug fixes
- Web based module to have admin be able to mass Upload teacher, students
- Mobile App for the students and teachers to mark attendance on the mobile phone
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
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.
“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!”
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.
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We can handle projects of all complexities.
Startups to Fortune 500, we have worked with all.
Top 1% industry talent to ensure your digital success.
Executive Summary
About Client
Bamboo Strategic Media is an innovative strategic marketing group that uses data to grow your business, for which Peritos supported them in Power BI Reporting. Their combination of experiences in business development, education, engineering, and media creation offers our clients a unique approach to analyzing their business needs and developing robust, innovative solutions.
https://www.bamboostrategicmedia.com/
Location: Gainesville, Florida
Project Background
Microsoft PowerBI is one of most used BI Visualization tool which comes with a lot of out of visualizations. This helps BI developers in creating reports and dashboard by integrating with data source of choice. Apart from out of box visualization, BI developers can also use visualization that are available over PowerBI marketplace, which satisfies the data analysis requirements.
Scope & Requirement
The scope here was to create custom Power BI visualizations reports for data analysis, which was asked by the client.
This helped client to configure icons, show visual elements on the UI. This includes:
- Showing Icons
- Ability to add more icons
- Make column data configurable
Here, you will also learn how we created a custom PowerBI visualization for the customer for their Power BI data analysis requirements. The document covers the technical details around the process we followed. We helped customer to publish this report in Power BI. Custom visualization developed and now can be controlled with highly configurable advance
UI
Implementation
Technology and Architecture
Technology
The migration was deployed with the below technological component
• For Azure Dataverse- The underlying technology used was Azure SQL Database
• For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance:
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client
Challenges
- Discovery the relevant examples in the community for advance configurations
- Integration of React with Power BI
- Advance custom UI development and management the persisted configurations
- Reverse engineering of the already built custom visualizations
- Debugging and running the already built examples as they are outdated
- Lack in the Power BI documentations
Project Completion
Duration
Deliverables
- To fulfil the client’s requirements, we provided the flexible and scalable solution with the help of Power BI custom visualizations.
- We used Power BI CLI tool to create the build the custom visualizations.
- We leveraged the power of React to for efficiently DOM manipulations.
- TypeScript played an important role for static code analysis to make code less error prone.
- Advance custom UI developed to manage the highly configurable system.
- React Native code base
- Power BI Visual icon set
- Power BI customized dashboard with Reporting capabilities of Power BI
- Custom Features like Vertical text, Icon Set configuration, Sort, filter, slicer and other default
options
Support
To fulfil the client’s requirements, we provided the flexible and scalable solution with the
help of Power BI custom visualizations.
• We used Power BI CLI tool to create the build the custom visualizations.
• We leveraged the power of React to for efficiently DOM manipulations.
• TypeScript played an important role for static code analysis to make code less error prone.
• Advance custom UI developed to manage the highly configurable system.
Testimonial
Evania Fernandes
building Manager
ultimate property group
Next Phase
If You Are Looking For Similar Services? Please Get In Touch
Power BI Quickbook integration for Milford
Power BI Quickbook integration for Milford
This case study probes how we successfully incorporated Power BI Quickbook Integration for a seamless user experience for our client.
Implementation
About Client- Attendance Management System
Pioneer Institute of Professional Studies is a Part of Pioneer Group which was established in 1996. The institute is known for providing quality education and is one of the oldest private educational Institutes in Indore. Pioneer Institute is run and managed by highly qualified & experienced professionals who have an expertise in the field of education & industry.
- Institutional Membership of CSI, IMA, ISTE and AIMS
- Placement in Top fortune 500 Companies and Institutional Membership of CSI, IMA, ISTE and AIMS
- Number of Students, Teachers and has been ever-increasing
- Autonomous and NAAC Accredited Institute
- http://www.pioneerinstitute.net/
- Location: Indore, Madhya Pradesh, India
Attendance Management System-Project Background
Peritos and Pioneer Institute of Professional Studies got together and discussed about the issues related to attendance management system for students and teachers during the Lockdown period when all classes and lectures were happening online. In order to effectively manage tracking the attendance and ensure there is visibility to both students, teachers and parents, it was decided to discuss the online and digital option to get the teachers and students to track and manage the attendance online. This was also decided to implement across all of the Pioneer Group of Schools and colleges after its 1st successful iteration.
Scope & Requirement
Teacher Mode:
- Design an app where a teacher can view the list of children assigned to them.
- Children will be attending multiple lectures each day.
- The teacher needs to check-in and check-out the students on each of the lectures.
- Ability to export attendance for each class or student
Student Mode:
- Student should be able to see the attendance
- Check the Goal vs Achieved attendance criteria
- Backend will be done via mass upload on the Go live date by the admin to upload the schedule and timings of all the students, teachers and subject schedule timings.
Implementation
Technology and Architecture
Technology
- The web app was deployed with the below technological component
- Backend Code: .NET Core, C#, Node.js
- Mobile App code: React Native
- Web App code: ReactJS
- Database: SQL Server, MongoDB
- Cloud: Microsoft Azure
Integrations
- Migration from an on-premise database to Online Student, Teacher, Subject database
- Single Sign-on using Auth0
- Sendgrid
Security:
- Data Encryption
- Multi-Factor Authentication for Admin, Teacher, and students when logging in
- All API endpoints are tokenized
Backup and Recovery
Scalability
Cost Optimization
Code Management, Deployment
- Code for the app is handed over to the client through Microsoft AppCenter.
- CI/CD is implemented to automatically add, build and deploy any code changes
Features of Attendance Management System
- Students are able to see the list of subjects and timetable with the click of mouse
- Teachers are able to see the list of subjects , classes and student’s attendance and mark daily attendance
- Students are able to view the attendance % and the minimum attendance needed vs achieved
- On the go attendance marking and calculations are updated
- Holidays and classes cancelled are incorporated in the minimum attendance calculations
- Quick setup, Dashboard view
Challenges
- Getting the huge amount of data to incorporate and add to the online database. We took an online database migration tool and added AI ML logic to ensure the right data is sent to the right data view
- Teacher training on how to mark the attendance as there were more than 200+ teachers and onboarding around 50+ class schedules for 500+ students
Project Completion
Duration
Deliverables
- UX Design of the attendance management system was delivered after which the scope was confirmed
- Web App unit tested with a How to Document Guide and FAQ on some common issues that might be faced in using the app by the Students, Teachers and Admin
- Knowledge transfer with Train the Trainer sessions to train super users who further trained the staff members
Support
As part of the project implementation we provided 1 month of extended support. This includes any Major / Minor bug fixes.
Testimonial
After using the app live for a month, we took a survey of approx. 20 teachers and 50+ students on how the app performed. All he staff and students love it. Here are the survey results out of 5 Stars:
- Ease of use *****
- Performance ****
- Improves productivity to track attendance *****
- Saves Time *****
Overall: 4.75/ 5
- We also took Feedback from stakeholders as below:
- ‘The App has helped us in making our move to the digital space and helping us with keeping the right attendance track of all our students. It is fairly easy to use and the user interface is simple. We look forward to implementing the app for other group companies as well
- P.C Jain , Chairman Pioneer group
Prashant Jain
GROUP CEO PIONEER GROUP
We are now looking at the next phase of the project which involves:
- Ongoing Support and adding new features every Quarter with minor bug fixes
- Web based module to have admin be able to mass Upload teacher, students
- Mobile App for the students and teachers to mark attendance on the mobile phone
If You Are Looking For Similar Services? Please Get In Touch
Testimonial
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.
“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!”
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.
Share us
Get A Quote
Proud projects that
make us stand out
Recent Home
Recent Home
Recent Home
Recent Home
Thinking about a project? Get in touch with us.
Connect with Us Today through the Details Below or Fill
Out the Form for a Prompt Response
Book Free Consultation
Guaranteed response within 8 business hours.
Trusted by Startups and Fortune 500 companies
We can handle projects of all complexities.
Startups to Fortune 500, we have worked with all.
Top 1% industry talent to ensure your digital success.
Executive Summary
About Client
Location: Denmark
Project Background
QuickBook is a leading software application for accounting and bookkeeping. One of our clients wanted to create Power BI reports for data analysis using data from Quick books application.
Scope & Requirement
In this case study we discuss:
- How we gathered client requirements and understood end-to-end flow of the entire process
- Set up the report in QuickBooks desktop version
- Integration between Power BI and QuickBooks
- Finally identifying the data that needs to be connected and syncing with Power BI to project reports
Implementation
Technology and Architecture
Technology
The migration was deployed with the below technological component
• For Azure Dataverse- The underlying technology used was Azure SQL Database
• For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance:
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client
Challenges
We encountered some issues as below:
- QODBC connection using the QuickBooks company’s file had certain limitations for instance if QuickBooks is closed, then Power BI connection didn’t work and throwing error if there’s any popup window is open in QuickBooks
- Finding the corresponding tables in QQube in accordance to QuickBooks was a time consuming task
- Ensuring this end-to-end integration did not hamper the data quality
Project Completion
Duration
Deliverables
We used the below solution components to integrate QuickBooks to Power BI for data analysis, report creation and publishing these reports so that people across the organization can access the reports remotely .
- Using QQube as the Middleware to provide data to PowerBI
- Schedule Data sync between QuickBooks and QQube
- PowerBI Gateway to refresh the data in report from On-Prem QQube
- Date/Time based filtering of the data
- Tree hierarchy based filters
Support
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
Evania Fernandes
building Manager
ultimate property group
Next Phase
