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Development
Industry
Financials
Platforms Supported
Dynamics 365
Dynamics 365 - Sales
Services Rendered
Dynamics 365 Consulting
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Peoples GroupIntroduction
People's Trust is a Canadian financial institution that offers a range of banking services, including savings accounts, GICs, and mortgages. Founded in 1985, the company is headquartered in Vancouver, British Columbia, and operates across Canada.
People's Trust is a Canada Deposit Insurance Corporation (CDIC) member, which provides deposit insurance to protect customers' deposits. The company prides itself on offering competitive rates and low fees to help Canadians save and invest their money.
People's Trust has a robust online presence, and its digital banking platform allows customers to manage their accounts and conduct transactions securely and conveniently. The company also provides excellent customer service and support to ensure customers have a positive banking experience.
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Dynamics 365
Twelverays assisted People's Trust in a significant system upgrade, transitioning from Dynamics CRM 2011 to Dynamics CRM 2015. This project entailed a comprehensive assessment of the current state of People's Trust's CRM system, where Twelverays' experts meticulously evaluated the existing infrastructure, data integrity, and system functionalities.
The first phase involved a thorough migration assessment. Twelverays' team conducted an in-depth analysis to understand the unique challenges and requirements of People's Trust. This analysis included reviewing existing customizations, plugins, and workflows to determine their compatibility with the new version. The aim was to ensure a smooth transition with minimal disruption to the daily operations of People's Trust.
In the process, Twelverays identified areas where the system could be optimized to better leverage the new features and improvements in Dynamics CRM 2015. This included updating custom codes and modifying workflows to align with the enhanced capabilities of the newer version. The team also focused on data migration strategies, ensuring data integrity and security were maintained throughout the upgrade process.
Additionally, Twelverays provided guidance on best practices for using Dynamics CRM 2015, including how to take advantage of its improved user interface, advanced reporting features, and enhanced data analytics capabilities. This guidance was crucial in helping People's Trust's staff adapt to the new system quickly and efficiently.
Following the assessment, Twelverays developed a detailed migration plan, outlining the steps for a successful upgrade. The plan included a phased approach to minimize operational disruptions and ensure a seamless transition. It also highlighted the need for comprehensive testing at each stage to address any issues promptly and efficiently.
As a result of Twelverays' meticulous planning and execution, People's Trust successfully upgraded to Dynamics CRM 2015. This upgrade not only enhanced their system's performance and reliability but also positioned them to take full advantage of the latest CRM technologies and features. The successful migration played a pivotal role in improving the overall efficiency and effectiveness of People's Trust's customer relationship management.
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