ESS Work 365 and Dynamics Support implementation

ESS Work 365 and Dynamics Support implementation

This case study explores the features & challenges of migrating from Azure Dataverse to Azure blob Storage under Microsoft Dynamics Support.

Executive Summary

About Client

Newzealand’s most awarded mortgage & insurance advisor Global Finance caters to about 1,500+ customers for their mortgage or insurance needs every year so that they can meet their financial goals. Global Finance offers more preference & freedom, with loan approvals from numerous lenders if chosen by the customers. Dealing with a large number of clients & team members, Global Finance was facing issues managing their unstructured data. As Peritos had already been managing their Dynamics environment, we successfully guided and supported Global Finance’s move from saving data from Azure Dataverse to Azure blob Storage which saved them 1500$ a month.

Project Background

Global Finance has been offering smarter loans and insurance since 1999. Working as one of the best mortgage & insurance advisers in NZ, Global Finance helped clients to save on their loans, by avoiding unnecessary interest and getting mortgage-free faster. Since the beginning, they have helped some customers become mortgage-free in as little as 7 years rather than the standard 30-year term. Global Finance was already using Dyn365 and saving data from Azure Dataverse, now moving to Azure Blob Storage has optimized for storing massive amounts of unstructured data for them.

Scope & Requirement

Implementation

Technology and Architecture

Technology

Security & Compliance

  • Tagging Policies
  • Azure config for compliance checks
  • NIST compliance
  • Guardrails
  • Security Hub

Backup and Recovery

Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups

Network Architecture 

  • Site to Site VPN Architecture using Transit Gateway
  • Distributed Azure Network Firewall
  • Monitoring with Cloud Watch and VPC flow logs. 

Cost Optimization 

  • Alerts and notifications are configured in the Azure cost 

Code Management, Deployment

  • Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client  

Challenges of Migrating from Azure Dataverse to Azure Blob Storage

  • It was a bit of a challenge to ensure the new environment after migration meets all of the compliance criteria and still remain cost effective.

Project Completion

Duration

July  2022 ~ 1 week

Deliverables

  • Dynamics License 
  • Power App License
  • Power App per use License
  • Power App per app license 

Support for Dynamics Discounted Licensing

  • For all Licenses we implement we provide monthly billing with 20 days credit Terms. 
  • We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility 

Testimonial

  • Azure Blob Storage has a lot of organizational features that has solved the storage problem of Global Finance at a lower cost. Despite being developed for unstructured data, containers permit businesses to construct their preferred categories by uploading specific blobs to specific containers.
  • Shifting from Azure Dataverse to Azure Blob Storage has provided a free hand to Global Finance to access objects in Blob Storage via the Azure Storage REST API, Azure PowerShell, Azure CLI, or an Azure Storage client library.
Feedback image

Now Global Finance is securely connected to Blob Storage by using SSH File Transfer Protocol (SFTP) & mount Blob Storage containers by using the Network File System 3.0 protocol. Peritos handled the Microsoft Dynamics 365 domain for Global Finance and provided discounted licensing, which proved very cost-effective.

building Manager
Global Finace services

Next Phase

We are also  in discussion with other projects for the client
  1. Dynamics CRM system Support
  2. O365 License Management

If You Are Looking For Similar Services? Please Get In Touch

Testimonial

Edward Yarashev
Product Manager | Tonkin + Taylor

Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.


(For services and support)
Richard Canny
Ultimation industries | President

“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”


(For services and support)
Grant Peterson
Software Development Manager | Insight Software

The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.


(For services and support)

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