Case Study: AvePoint achieves scalable global growth and unified customer insights with Microsoft Dynamics 365

Global software company manages substantial growth and serves customers by adopting a modern cloud solution

AvePoint, a Microsoft partner and global software company that helps migrate, manage, and protect Office 365 and SharePoint data, grew from a two-person start-up to more than 1,600 employees serving 15,000 companies and 3 million cloud users. Rapid expansion created a challenge: the company needed a scalable, integrated CRM to centralize customer touchpoints and deliver consistent, personalized service across a growing organization.

AvePoint moved from Salesforce to Microsoft Dynamics CRM Online because it integrated easily with its existing Office 365 and SharePoint stack and allowed quick customizations. Adoption of Dynamics CRM Online quadrupled among employees, and the platform now supports sales, finance, HR, engineering, product, marketing, and project teams by aggregating opportunities, support cases, and campaign data into a single view—enabling better customer insight and smoother operations as the company scales.

AvePoint

Franklin Teagle

Senior Communications Manager