On-premises to Online: BPS Capital Management’s Migration Story

On-premises to online: BPS Capital Management’s migration Story (Oct. 5, 2021)

On-premises organizations face an important decision. Remain on-premises or migrate. For BPS Capital Management, the dated functionality and overwhelming customization of its Dynamics CRM 2011 were no longer cutting it. Disruptions from COVID-19 made it clear, their current solution was not able to meet modern demands. BPS Capital Management had lost confidence in its financial and account source of truth. They recognized the potential to streamline operations and fund growth with Dynamics 365 out-of-the-box features and connectivity.

Watch this recording to hear BPS Capital Management’s migration story. Why they chose Dynamics 365, their journey to get there, and the benefits they achieved in moving:

• [1:32" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" class="gallery_video_main" allowfullscreen>What drove BPS Capital Management to the cloud?
• [9:23" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" class="gallery_video_main" allowfullscreen> Migration journey and Standard Migration Assessment (SMA) learnings
• [19:06" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" class="gallery_video_main" allowfullscreen>Migration planning and considerations
• [31:07" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" class="gallery_video_main" allowfullscreen> Realized benefits of moving and other takeaways
• [39:12" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" class="gallery_video_main" allowfullscreen> Why a migration Partner is important
• [42:32" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" class="gallery_video_main" allowfullscreen> Q&A

Have migration questions? Join the Dynamics 365 Migration Community!

 Also referenced this webinar: UCI playbook (plan and execute) and OP2OL factory (migration guide)