Customer Success
OnActuate partners with FirstOntario Credit Union for digital transformation to Microsoft Dynamics 365 Finance & Supply Chain Management
Upgrade – Microsoft Dynamics 365 Finance & Supply Chain
Financial Services
Canada
About the Company
FirstOntario Credit Union (FCU) is an independent Canadian credit union serving over 126,000 individuals in Ontario. They offer a range of financial services, including chequing and savings accounts, mortgages, loans, business solutions, and expert investment advice.
The OnActuate team took the time to listen to us and understand what we wanted – they are very patient and accommodating. We are thankful for the amazing developers at OnActuate who created a customized tasking system for us in Microsoft Dynamics 365 Sales.
Gloria Chouman, Operations Manager
Exponent Investment Management
Business Challenge
FCU recognized the need for an upgrade from NAV 2016 to Microsoft Dynamics 365 for Finance and Supply Chain Management (D365 F&SC). The decision was driven not only by the end of support for NAV 2016 but also by the system’s lack of user-friendliness and challenges with interoperability among Office, Excel, and other applications.
Solution
In close collaboration with FCU’s Finance & Accounting Team, OnActuate has devised a comprehensive plan for the transition from NAV 2016 to D365 F&SC. This plan encompasses addressing all business requirements, migrating essential master data, and thoroughly testing 3rd-party systems. With the migration moving all legal entities to a modern cloud-based version of Dynamics 365, it will provide FCU with enhanced capabilities and efficiency.
