Case Study: Leading Wealth Management and Services Company achieves faster, more stable Dynamics CRM on Azure with DatAvail

Financial Services Company Modernizes their CRM with Azure Cloud

Leading Wealth Management and Services Company, a Canadian wealth management firm, was running an out-of-support, on‑premises Microsoft Dynamics CRM 2013 that was slow, unstable, and creating security and adoption risks for its financial advisors. To modernize and reduce risk, the customer engaged DatAvail to migrate the CRM to Microsoft Azure and Dynamics 365 CRM Online, using Microsoft’s Unified Interface, Power Automate, and Power Apps.

DatAvail migrated the data and functionality to Azure, refactored a slow intake form with AsyncAPI, implemented Power Automate workflows, built a new Power Apps form, and integrated third‑party services (Twilio, SharePoint, Office 365, Marketo and the client’s data warehouse). As a result, DatAvail delivered faster, more stable and consistent performance across offices, enabled mobile access, produced a noticeable increase in appointment attendance via Twilio reminders, and significantly reduced the client’s in‑house maintenance burden.