Global Finance upgrades to Microsoft Dynamics Support

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

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      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.  

      https://www.globalfinance.co.nz/

      Location:Auckland, Newzealand

      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

      In the 1st Phase of the Windows Virtual Server Setup, implementation was discussed as follows:

      Setting up for saving data from Azure Dataverse to Azure Blob Storage has sustained a lot of unstructured data for Global Finance
      Setting up the demands for storing and analyzing large volumes of unstructured data have increased over the past decade & Azure Blob Storage is one solution that fulfills the enterprise’s needs accurately. 

      Implement the Customer support service model to enable automated requirement Gathering forms being generated, emails collated on the customer record, and customer updated with multiple tasks etc being created 

      Implementation

      Technology and Architecture

      Technology 

      The migration was deployed with the below technological component

      • For Azure Dataverse-The underlying technology used was Azure SQL Database
      • For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
      • Customer Support service implementation

      Security & Compliance:

      • Checking data retention requirement
      • Checking file sync from On premise to Cloud
      • Checking customer is being sent automated email and PDFs from system
      • Emails being recorded and added to Dynamics 365 for all interactions 

      Backup and Recovery

      Microsoft Dynamics 365 offers built-in backup and restore capabilities through its native data management features, ensuring business continuity. Automated daily backups and point-in-time restore options provide added security and peace of mind for your critical CRM data.

      Network Architecture

      The network architecture for Microsoft Dynamics 365 is designed with security in mind, enabling users to remotely access the system only through secure channels such as VPN or conditional access policies, ensuring data protection and compliance. Also there was no connectivity from home as well to avoid any Breach of client confidential data

      Cost Optimization 

      Alerts and notifications are configured in the Azure Cost dashboard configured for client as well as cloudchkr tool. Peritos would send monthly license based invoice adding details and itemized information regarding the cost. 

      Code Management, Deployment

      Cloudformation scripts for deploying data was used for managing the JavaScript and plugin based code 

      Challenges of Migrating from Azure Dataverse to Azure Blob Storage

      • Data Structure Mismatch: Dataverse stores data in a relational format with rich metadata, relationships, and business logic, while Blob Storage is unstructured, requiring transformation and flattening of data.

      • Loss of Metadata & Relationships: Referential integrity, lookups, and entity relationships in Dataverse are not retained in Blob Storage unless explicitly rebuilt or documented.

      • Security Model Differences: Dataverse has a detailed role-based access control (RBAC) model; Blob Storage requires separate access controls like SAS tokens, RBAC, or shared access policies, which may require redesigning security.

      Project Completion

      Duration

      • July 2022 – Aug 2022  6-8 weeks

      Deliverables

      • Dynamics Customer support
      • Ongoing Automation and sync up with on premise system until cutover
      • 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

      Implementing our customer support system with Peritos Team has significantly transformed the way we engage with our clients. They delivered a tailored solution that centralized our support operations, streamlined ticket management, and improved response times. The integration of automated workflows, SLA tracking, and knowledge base features has empowered our support team to deliver faster, more efficient service.

      Their team provided hands-on training and responsive post-implementation support, ensuring our staff were confident and productive from day one. We’ve seen measurable improvements in customer satisfaction and internal efficiency. This was the right decision for our support transformation journey.

      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 

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