Pioneer Education Dynamics Customer Support implementation
Pioneer Education Dynamics Customer Support implementation
Executive Summary
About Client
Newzealand’s most awarded mortgage & insurance advisor Global Finance caters to about 1,500+ customers for their mortgage or insurance needs every year so that they can meet their financial goals. Global Finance offers more preference & freedom, with loan approvals from numerous lenders if chosen by the customers. Dealing with a large number of clients & team members, Global Finance was facing issues managing their unstructured data. As Peritos had already been managing their Dynamics environment, we successfully guided and supported Global Finance’s move from saving data from Azure Dataverse to Azure blob Storage which saved them 1500$ a month.
- https://www.globalfinance.co.nz/
- Location:Auckland, Newzealand
Project Background
Global Finance has been offering smarter loans and insurance since 1999. Working as one of the best mortgage & insurance advisers in NZ, Global Finance helped clients to save on their loans, by avoiding unnecessary interest and getting mortgage-free faster. Since the beginning, they have helped some customers become mortgage-free in as little as 7 years rather than the standard 30-year term.</span> <span data-contrast=”auto”>Global Finance was already using Dyn365 and saving data from Azure Dataverse, now moving to Azure Blob Storage has optimized for storing massive amounts of unstructured data for them.
Scope & Requirement
- In the 1st Phase of the Windows Virtual Server Setup, implementation was discussed as follows:
- Setting up for saving data from Azure Dataverse to Azure Blob Storage has sustained a lot of unstructured data for Global Finance
- Setting up the demands for storing and analyzing large volumes of unstructured data have increased over the past decade & Azure Blob Storage is one solution that fulfills the enterprise needs accurately.
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 of Migrating from Azure Dataverse to Azure Blob Storage
- It was a bit of a challenge to ensure the new environment after migration meets all of the compliance criteria and still remain cost effective.
Project Completion
Duration
Deliverables
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support for Dynamics Discounted Licensing
- 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
- Azure Blob Storage has a lot of organizational features that has solved the storage problem of Global Finance at a lower cost. Despite being developed for unstructured data, containers permit businesses to construct their preferred categories by uploading specific blobs to specific containers.
- Shifting from Azure Dataverse to Azure Blob Storage has provided a free hand to Global Finance to access objects in Blob Storage via the Azure Storage REST API, Azure PowerShell, Azure CLI, or an Azure Storage client library.
Now Global Finance is securely connected to Blob Storage by using SSH File Transfer Protocol (SFTP) & mount Blob Storage containers by using the Network File System 3.0 protocol. Peritos handled the Microsoft Dynamics 365 domain for Global Finance and provided discounted licensing, which proved very cost-effective.
building Manager
Global Finace services
Next Phase
- Dynamics CRM system Support
- O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
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ESS Work 365 and Dynamics Support implementation
ESS Work 365 and Dynamics Support implementation
This case study explores the features & challenges of migrating from Azure Dataverse to Azure blob Storage under Microsoft Dynamics Support.
Executive Summary
About Client
Newzealand’s most awarded mortgage & insurance advisor Global Finance caters to about 1,500+ customers for their mortgage or insurance needs every year so that they can meet their financial goals. Global Finance offers more preference & freedom, with loan approvals from numerous lenders if chosen by the customers. Dealing with a large number of clients & team members, Global Finance was facing issues managing their unstructured data. As Peritos had already been managing their Dynamics environment, we successfully guided and supported Global Finance’s move from saving data from Azure Dataverse to Azure blob Storage which saved them 1500$ a month.
- https://www.globalfinance.co.nz/
- Location:Auckland, Newzealand
Project Background
Global Finance has been offering smarter loans and insurance since 1999. Working as one of the best mortgage & insurance advisers in NZ, Global Finance helped clients to save on their loans, by avoiding unnecessary interest and getting mortgage-free faster. Since the beginning, they have helped some customers become mortgage-free in as little as 7 years rather than the standard 30-year term. Global Finance was already using Dyn365 and saving data from Azure Dataverse, now moving to Azure Blob Storage has optimized for storing massive amounts of unstructured data for them.
Scope & Requirement
- In the 1st Phase of the Windows Virtual Server Setup, implementation was discussed as follows:
- Setting up for saving data from Azure Dataverse to Azure Blob Storage has sustained a lot of unstructured data for Global Finance
- Setting up the demands for storing and analyzing large volumes of unstructured data have increased over the past decade & Azure Blob Storage is one solution that fulfills the enterprise needs accurately.
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 of Migrating from Azure Dataverse to Azure Blob Storage
- It was a bit of a challenge to ensure the new environment after migration meets all of the compliance criteria and still remain cost effective.
Project Completion
Duration
Deliverables
- Dynamics License
- Power App License
- Power App per use License
- Power App per app license
Support for Dynamics Discounted Licensing
- 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
- Azure Blob Storage has a lot of organizational features that has solved the storage problem of Global Finance at a lower cost. Despite being developed for unstructured data, containers permit businesses to construct their preferred categories by uploading specific blobs to specific containers.
- Shifting from Azure Dataverse to Azure Blob Storage has provided a free hand to Global Finance to access objects in Blob Storage via the Azure Storage REST API, Azure PowerShell, Azure CLI, or an Azure Storage client library.
Now Global Finance is securely connected to Blob Storage by using SSH File Transfer Protocol (SFTP) & mount Blob Storage containers by using the Network File System 3.0 protocol. Peritos handled the Microsoft Dynamics 365 domain for Global Finance and provided discounted licensing, which proved very cost-effective.
building Manager
Global Finace services
Next Phase
- Dynamics CRM system Support
- O365 License Management
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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Dynamics Discounted Partner Licensing-Ultimation Industries
Dynamics Discounted Partner Licensing-Ultimation Industries
We helped with Dynamics Discounted Licensing to procure licenses from Peritos instead of Microsoft to get the Partner discount
Implementation
About Client
- https://www.ultimationinc.com/
- Location: Michigan, USA
Project Background- Dynamics Discounted Licensing
Scope & Requirement for Dynamics Discounted Licensing
- We implemented the Business Central system with which we also offered them the licensing support.
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- 1 month Free Trial and extended 2 Month trial as a partner
- Understand the best licensing needed for the company
- Handover and questions
Implementation
Technology and Architecture
Technology
- MIcrosoft Dynamics Essentials License
- Team Member License
Integrations
- NA
Security:
- Comes with MIcrosoft Standard Support and Security Cover
Backup and Recovery
- Microsoft Production Support
- 1 Live Environment and 2 Sandbox Environment with Multiple companies that can be created
Scalability
Cost Optimization
Explained to the client how the cost could be saved for monthly and Annual commitment orders
Mixed License for Team Member and Dynamics Essential Licensing Support
Code Management, Deployment
- Deployment for the new licenses was done via Peritos as an authorized provider
Go Live
- After confirmation from the client the Licenses were procured and was live in 2 working days time.
Challenges of Dynamics Discounted Licensing
- To understand the specific license requirement and map to business Central essential and Teams license
- Sync Business Central License with O365 Tenant to sync the user access via Active Directory.
- Review the License each month and send a monthly report with the current License assigned vs Activity dates.
Project Completion
Duration
Deliverables
- Dynamics License Business Central Essential and Teams License added to the client admin center
- 30+ License for Essential and Teams combination costing 70$ and 8$ respectively . Peritos Discount was applied for 10% with approx saving of 215$ per month and a total of 2500$+ each year ongoing.
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide month end 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
- Managing user access and setting up each time a new user joins or leaves the organization within a few hrs to max in a day of the request being raised.
Testimonial
Awaited
Next Phase
- We are also working with clients on other projects
- 1. Support for Dynamics system
- 2. Helping with Integration of Business Central with Ecommerce online Stores Amazon, WooCommerce etc.
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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Dynamics Discounted Licensing For Global Finance NZ Company
Dynamics Discounted Licensing For Global Finance NZ Company
We helped client to procure Dynamics Discounted Licensing as an authorised Microsoft Partner and guided client on their savings plan
Implementation
About Client
- ANZ: Top Mortgage Adviser of the Year (2012-2018)
- ASB: No.1 Mortgage Broker of the Year (2014, 2015, 2016)
- Westpac Auckland Business Award (2014-2016 & 2019)
- AIA Insurance: Top Insurance Advisor of the Year (2008-2019)
- https://www.globalfinance.co.nz/
- Location: Auckland, New Zealand
Project Background- Dynamics Discounted Licensing
Scope & Requirement for Dynamics Discounted Licensing
- Changing the Microsoft subscription to avail partner discount for licenses
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- Understand the different Types of Dynamics and Power App plan
- Provide recommendations and Ongoing discounted price after final discussion.
- Handover and questions
Implementation
Technology and Architecture
Technology
- Microsoft Dynamics Licenses
- Power Apps per User Plan
- Power App per App plan
Integrations
- NA
Security:
- Recommended the right License needed based on client’s requirement for standard Security cover.
Backup and Recovery
Scalability
Cost Optimization
- Explained to the client how the cost could be saved for monthly and Annual commitment orders
- How a combination of Mixed license strategy would be best suited
Code Management, Deployment
- New Licenses procured can be seen in the Admin center
Go Live
- After confirmation from the client the Licenses can be migrated within 1 week of time and with no downtime
Challenges of Dynamics Discounted Licensing
- We migrated the license from an existing provider to Peritos Solutions which took a bit of time as it needs to be approved by the previous partner as well as client on the admin portal
- We also reviewed the existing license and took over the Azure licensing part as well to support client manage all the systems more effectively.
Project Completion
Duration
- July 2022 ~ 1 week
Deliverables
- Below licenses were being used by the client Dynamics License, Power App License, Power App per use License , Power App per app license , dataverse and storage
- The Dynamics along with Power app , dataverse and storage costs client a license fee of approx 1000$ a month and with 15% discount they are able to save 150$ a month and approx 1800$ a year by working with peritos as a partner.
Support for Dynamics Discounted Licensing
- 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
- We also review the license, storage and Azure Costing and advise on how to best save cost with a further set of our recommendation that can be implemented per quarter.
Testimonial
Awaited
Next Phase
- We are also in discussion with other projects for the client
- 1. Dynamics CRM system Support
- 2. O365 License Management
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
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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.
