How a North American Aviation Organization Upgraded CRM with Dynamics 365

Headquartered in Canada, the client is an aviation agency established by the UN with a mission to set global regulations ensuring aviation safety, security, efficiency, and regularity while championing environmental protection.

The Challenge: Legacy System Limitations

As a globally recognized in aviation safety and regulation, the agency relied on Microsoft Dynamics to manage critical operations. However, their legacy version of the application struggled to keep pace with evolving business needs. The outdated system lacked support for modern features, limiting efficiency and innovation in a rapidly advancing industry.

Compounding these challenges, the agency faced mounting operational costs due to the high maintenance demands of dedicated servers and an on-premise CRM infrastructure. Support expenses continued to rise, diverting valuable resources from strategic initiatives. To maintain its leadership in global aviation standards, the agency recognized the need for a transformative upgrade—one that would enhance scalability, reduce costs, and leverage the latest advancements in technology.

The Solution: Cloud-Powered CRM Migration

The client partnered with Datamatics to modernize its CRM infrastructure. Leveraging Microsoft’s assessment tools, the team conducted a comprehensive evaluation of the existing on-premise system and crafted a strategic migration roadmap.

The transition to Microsoft Dynamics 365 required careful planning to ensure seamless data and customization migration. Datamatics implemented a structured approach that minimized operational disruptions while enhancing system capabilities.

With a focus on optimizing performance and reducing costs, Datamatics ensured a swift and efficient implementation, allowing the agency to transition smoothly while maintaining regulatory compliance and operational excellence.