Case Study: a benefits consulting firm achieves a smooth Microsoft Dynamics CRM cloud migration with Logan Consulting

a benefits consulting firm migrates to Microsoft Dynamics 365 online in 6 weeks with Logan Consulting

The customer, a benefits consulting firm, faced the challenge of migrating its heavily customized, on-premise Microsoft Dynamics CRM system to the cloud. They needed to eliminate the hassles of managing physical servers, improve remote access for their team, and consolidate commission processing. They sought a new partner with specific insurance industry experience to handle this complex migration, which involved over 30 custom entities and a 90 GB database, without disrupting their daily operations.

Logan Consulting successfully executed a migration plan to move the client to Microsoft Dynamics 365 online. Their solution involved a thorough analysis of the existing system and a meticulous data migration that preserved data integrity and converted custom reports. The project was completed in about six weeks, resulting in a seamless transition that provided the firm with a secure, cloud-based system without operational disruption. Logan Consulting ensured the migration was timely and error-free, meeting all of the client's complex requirements.