Migration from 3.0 to the latest Dynamics 365 Version
Microsoft Dynamics 365 | Azure
About Project
Tech United New Jersey, formerly known as the New Jersey Tech Council (NJTC), is a nonprofit organization that supports technology, life sciences, and STEM talent development. With a rapidly growing membership base, they required migration from their current 3.0 Microsoft CRM version to the latest to improve membership management, event registrations, and business networking opportunities. Their goal was to streamline operations, expand engagement, and optimize resource allocation efficiently.
- Nonprofit Organization
- New Jersey, USA
- CRM Migration from legacy to latest Dynamics 365 version
- Nonprofit Organization
About Client
Founded in 1996, Tech United New Jersey is a private, nonprofit membership organization that serves as an advocate and business development hub for technology companies, life science firms, and professional organizations across the state. They provide networking, funding access, educational programs, and public policy advocacy, supporting the region’s innovation and entrepreneurial ecosystem.
Challenges faced by NJTC
- Outdated legacy CRM 3.0 lacking scalability and modern features to support a rapidly expanding membership base.
- Manual, error-prone processes for membership renewals and event registrations, resulting in operational inefficiencies.
- Fragmented data and limited real-time visibility across systems, restricting insights into member engagement and event performance.
- End-of-support risks, security vulnerabilities, and high maintenance demands associated with the legacy Dynamics CRM 3.0 (on-premises).
- Poor integration with cloud tools, mobile access, and analytics, hindering collaboration and data-driven decisions.
- Heavy dependence on manual workflows and constrained IT resources, limiting focus on core mission activities.
Solutions Soluzione Provided
- CRM Platform Upgrade
Migrated from legacy on-premises CRM 3.0 to the latest cloud-based Dynamics 365 on Azure, including security roles, Unified Interface enablement, and scalable environment setup.
- Clean Data Migration
Migrated core entities, including Members, Contacts, Opportunities, Events, Registrations, and related records with full data mapping, validation, and integrity checks to ensure zero loss.
- Entity Customization & Modernization
Refined and extended standard entities for membership lifecycle, volunteer management, event tracking, and networking processes to align with nonprofit needs.
- Workflow & Automation Re-Development
Rebuilt key processes using Power Automate for membership renewals, event registrations, automated reminders, onboarding, and follow-up activities to reduce manual effort.
- Analytics, Reporting & Self-Service Capabilities
Implemented KPI dashboards, real-time insights, and integrated portal features for member self-service, registrations, and engagement tracking.
- Testing & Pre-Go-Live Validation
Performed comprehensive functional, workflow, integration, and user acceptance testing, along with staff training for smooth adoption.
- Go-Live & Post-Deployment Support
Executed phased production deployment with minimal disruption, followed by ongoing warranty support for issue resolution and optimization.
Impact Delivered
- Successful CRM Modernization
Completed migration from the 3.0 legacy system to the latest Dynamics 365 with zero operational downtime and full data continuity.
- Efficiency Gains
Achieved a 50% reduction in administrative workload through enhanced and latest features, freeing staff to focus on mission-critical networking and advocacy.
- Boosted Member Engagement
Delivered a 40% increase in event attendance rates and up to 75% improvement in member retention via streamlined renewals and personalized experiences.
- Real-Time Insights & Decision Making
KPI dashboards and analytics enabled data-driven strategies for engagement, fundraising, and resource allocation.
- Scalable Cloud Foundation
Azure-powered platform provided secure remote access, automatic updates, and future-ready growth capacity aligned with Microsoft ecosystem tools.
- Optimized Operations
Enhanced collaboration and reduced manual processes allowed NJTC to expand its impact on New Jersey’s technology and STEM ecosystem.
"Soluzione IT Services ensured stability in NJTC’s systems, allowing us to focus on our mission—providing business support, networking opportunities, and advocacy for technology companies. Their expertise in nonprofit digital solutions has transformed the way we operate. I would highly recommend Soluzione to any nonprofit looking for a reliable IT partner."
Erwin A. Racimo
Information & Health Technology Specialist, NJTC
180, Talmadge Road, Unit# 332, Edison (NJ) 08817 USA
Phone : +1-800-860-6531
Email: [email protected]
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