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Our client, A leading fintech company faced significant challenges during Implementation of Dynamics 365 and a major digital transformation, primarily due to the need to integrate its legacy systems with modern cloud-based applications.
These problems hindered operational efficiency, creating roadblocks to scalability and growth.
1. Central Security Governance and Monitoring: We implemented an iPaaS (MuleSoft) solution with centralized security governance to ensure compliance and control over all data flows.
2. Security Compliance: ITKnocks used advanced security patterns to ensure that data exchange was secure and compliant, including:
3. Real-Time Processing, Data Synchronization, and Integration: Various design patterns were employed to meet different use cases:
4. Unified View and Real-Time Data Synchronization: One of the primary goals was to deliver a unified view of customer data in Dynamics 365 CRM, ensuring seamless integration and real-time data synchronization across legacy and cloud systems. We implemented Microsoft Dynamics 365 CRM for Sales, Marketing, and Customer Service, alongside custom APIs, automated workflows using Power Automate, and data modelling in Dataverse.
Technologies Used for Real-Time Processing and Synchronization:
Through these integrations, ITKnocks helped the client achieve secure, real-time data synchronization across platforms, ensuring regulatory compliance while enhancing overall business agility. By providing a unified view of customer data and streamlining business processes, the fintech client saw increased operational efficiency and improved customer service.
As part of the deduplication process, we also updated our reference table to reflect old-to-new key mappings. This allowed us to ensure that the correct GUIDs were assigned to the deduplicated records, maintaining the integrity of the data relationships in CRM.
At ITKnocks, we are more than an IT consulting company; we’re your strategic partner in business evolution. With a global footprint and a passion for technology, we craft innovative solutions, ensuring your success. Join us on a journey of excellence, where collaboration meets cutting-edge IT expertise.