Implementing a new Business Platform based on MicroSoft CRM

Industry:  Service Provider
Technology: Microsoft



A flexible and scalable platform for current & future requirements 

Increase in business process speed & efficiency through automation

Introduction of system-supported CRM processes (360° customer view)


The customer is a German company providing IT services. The company is part of a bigger group.

They were using a business system that was too monolithic and did not meet the scalability requirements of a growing market any longer.

The established processes were very slow, partly due to many necessary manual activities that often required expert know-how. CRM customer processes were not consistently supported in terms of technology and were subject to individual execution qualities. 

Due to the group structure one of the challenges for the company was to ensure that the fundamental architecture decisions aligned with the structures and regulations set by the group.

Professionals having a casual discussion during the meeting


DIGITALL supported the company with the implementation of a new business platform based on Microsoft CRM with the objective to map existing processes faster and more flexibly and to introduce a system-supported CRM process. 

In addition, the business template xRM1 and the add-on Legodo (document tool) were used. 


  • Process analysis
  • Architecture draft to map the defined processes 
  • Development & customizing
  • Interfaces and integration of surrounding systems
  • Data migration and operation (replacement of the legacy system)
  • Introduction and support with operations of the new infrastructure and platform
Professionals having a casual discussion during the meeting

Successful with Microsoft 

Microsoft solutions enable your employees, partners, and customers to rethink user experiences, service culture, and customer journeys.

As a long-time Microsoft partner, we evaluate the right Microsoft solutions for your business. We support the implementation and customization to fit Microsoft standard cloud technology to your requirements, peripheral systems, and data structures.

Take a look at our Microsoft portfolio to see how we can set up your 360° customer platform.

Digital with Microsoft


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