Customer Success
OnActuate helps Prosper Portland upgrade Microsoft Dynamics 365 F&O on Azure
Upgrade – Microsoft Dynamics 365 Finance & Operations
Public Sector
USA
About the Company
Created in 1958, Prosper Portland is the economic and urban redevelopment agency of the city of Portland, Oregon. The agency focuses on building an equitable economy by carrying out a comprehensive range of economic development programs that support businesses, improves access to workforce training, and creates jobs for Portlanders. The four cornerstones of the agency’s mission are: Growing family-wage jobs; advancing opportunities for prosperity; collaborating with partners for an equitable city; and creating vibrant neighborhoods and communities.
The OnActuate team has been very professional and helped us successfully migrate our CRM on-premises to the cloud. They also helped us adopt new features in CRM on the cloud including integrations with other available Microsoft products, such as Microsoft Teams. We would highly recommend OnActuate’s services.
Praveen Verma
Global Program Director, Birlasoft
Business Challenge
The client’s main requirement was that the upgrade to Dynamics 365 Finance & Operations on Microsoft Azure cloud services be executed efficiently in a timely and streamlined manner, while not overly consuming their resources as they are not a large organization. At the same time, there were certain specific needs of the client including;
- Tyler TIE extensions were to be replaced,
- Designated custom fields, workflows, security roles, and Tyler documentation needed to be upgraded,
- Crystal reports to be re-implemented to tie to Dynamics 365
- The integrations as from Portland Loan/Grants on-prem to Dynamics 365 on Azure needed to be re-architected for operating on cloud services.
Solution
OnActuate proposed our tailored Dynamics 365 upgrade delivery program and services to meet their requirements. This entailed our process-centric phased approach along with data migration to Dynamics 365 process methodology which includes our upgraded ‘analyzer’, cleansing, and testing steps process flow. Our Functional and Technical team worked to understand and implement the required changes for making the interface and ensuring the third-party software worked with Dynamics 365. The team on this project states that the transition to Dynamics 365 was quite smooth and business had been operating without any blockers since Go-Live.
