About the client
The client is a global provider of sophisticated instrumentation, digital imaging products, and software, serving industries such as aerospace, defense, industrial, and scientific research.
With a strong focus on innovation and precision, the organization needed a modern, scalable CRM platform to support its global operations and evolving customer engagement needs. It engaged LevelShift to move that platform from an on-premises environment to the cloud.
Client challenges
Before the migration, the client’s Dynamics 365 environment was showing the limits of an on-premises deployment.
- Limited Scalability and Agility: a legacy Dynamics 365 on-premises environment constrained the organization’s ability to scale and adapt quickly.
- High Infrastructure and Maintenance Costs: on-premises infrastructure carried heavy overhead, with performance constraints during peak business periods.
- Growing Technical Debt: delays in upgrades and customizations left the environment increasingly outdated.
- Complex Legacy Integrations: batch processing dependencies and multiple legacy integrations added operational complexity.
- Security and Compliance Risk: on-premises systems carried elevated risk around security, compliance, and disaster recovery.
- Limited AI and Analytics Capability: advanced AI, analytics, and Copilot capabilities were only available in the cloud, out of reach on the existing platform.
Solution
LevelShift delivered a structured, phased migration to a cloud-first Dynamics 365 CRM ecosystem, aligned with Microsoft best practices and designed to minimize business disruption. The approach began with a comprehensive discovery and assessment, followed by the design of a target cloud architecture centered on Dynamics 365 Online (Dataverse) and Azure-based services.
Migrating Core CRM and Data to the Cloud
- Migration of CRM workloads across Sales, Customer Service, and Marketing to Dynamics 365 Cloud (Dataverse).
- Transition of SharePoint on-premises document management to SharePoint Online with native D365 integration.
- Alignment with Exchange Online for seamless email and activity synchronization.
- Migration and optimization of master and transactional data using Microsoft-approved tools.
Modernizing Integration and Automation
- Modernization of integrations using REST-based APIs and Azure Integration Services, including Logic Apps, Service Bus, and Functions.
- Refactoring of legacy workflows and batch jobs into cloud native services such as Power Automate and Azure Functions.
- Implementation of a scalable, event-driven integration architecture.
Core business processes, including Lead to Opportunity, Opportunity to Cash, and Customer Service case management, were streamlined as part of the transformation.
Benefits
The migration delivered measurable gains in cost, performance, and readiness for what’s next.
- Lower infrastructure costs: eliminating on-premises overhead significantly reduced total cost of ownership.
- Stronger performance and scalability: global operations run more effectively, including during peak demand periods.
- Faster innovation cycles: automatic updates and continuous platform enhancements accelerate time to new capability.
- Stronger security and compliance posture: Azure-based architecture strengthened security, compliance, and disaster recovery.
- Higher user productivity: a modern interface, automation, and Copilot-driven assistance streamlined daily work.
- AI-ready foundation: the platform is now positioned for AI-driven insights, predictive analytics, and intelligent automation.