VNB initiated the project with a comprehensive discovery phase, during which they formulated an extensive migration plan and developed detailed technical designs for custom components that could not be migrated directly. Subsequently, VNB carried out the on-premises CRM migration to D365 by constructing essential business application elements such as canvas apps, web resources, workflows, cloud-based business rules, custom plugins, and more.
Data migration was conducted in alignment with business requirements, distinguishing records between commercial and non-commercial operations. The approach featured meticulous migration of substantial datasets—including annotations (notes), activity logs, and file attachments—with validation executed at a granular level. Both the VNB Business Applications and Data Migration teams ensured complete data migration to the cloud, with careful preservation of critical metadata like unique identifiers, record ownership, and audit fields such as Created By and Created On. To facilitate this process, VNB developed an advanced migration toolkit utilizing SQL for staging, Power Automate flows for data transfer, and custom plugins, thereby providing a robust and efficient transition of approximately 4TB of data from on-premises systems to D365.
Legacy partner data import and export procedures were modernized, enabling partners to upload files directly into the new platform and allowing for the generation of exportable CSV files for external purposes. The customer service platform was integrated with Dynamics 365 Online using Canvas Apps and Power Automate, replacing legacy web components and improving user experience.
Additionally, the team revamped the previous BizTalk-based integration, implementing a contemporary Azure Logic Apps solution to ensure seamless connectivity between Dynamics 365 Online and the customer's SAP-based ERP system.
