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PPF BANKA

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CRM Upgrade Analysis Supporting Customer Experience at PPF Banka.

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CRM upgrade analysis focused on customer experience and secure migration planning.

Microsoft Dynamics 365 Sales

INITIAL SITUATION / CHALLENGE

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.

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Our Solution

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.

Long-term readiness for future CRM evolution.

Results / Benefits

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.

Want similiar Results?

/ Comprehensive digital solution for managing and streamlining sales offers 
for both internal and external users.

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