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PPF BANKA
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CRM upgrade analysis focused on customer experience and secure migration planning.
PPF Banka needed to evaluate the migration of its existing Dynamics 365 CRM to a newer version. The main challenge was to assess risks, compatibility, and impacts on sales and customer service processes while ensuring compliance with strict financial-sector requirements and avoiding disruption to daily operations.
360°
View of technical and business impacts which covered of critical CRM areas.
Blue Dynamic delivered a detailed upgrade analysis covering the current CRM setup, data model, integrations, and customizations. The output included technical and functional recommendations, migration scenarios, risk assessment, and a clear roadmap for upgrading Dynamics 365 CRM to a newer version.
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One clear upgrade roadmap.
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Long-term readiness for future CRM evolution.
Clear understanding of the current CRM state and its limitations for future development.
Defined upgrade strategy minimizing risks to business operations and customer-facing processes.
Identification of quick wins and improvement areas in sales and customer service processes.
Solid decision-making foundation for the next phase of Dynamics 365 CRM development.

/ Comprehensive digital solution for managing and streamlining sales offers for both internal and external users.
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Office NL
Lange Viestraat 2 B, 3511 BK Utrecht
Netherlands
Blue Dynamic, B.V.
KVK: 30137532
VAT: NL805557532B01
Office CZ
Prazska 239, 250 66 Prague
Czech Republic
Blue Dynamic, s.r.o.
IČO: 02339234
DIČ: CZ02339234