Migration from Dynamics CRM 2011 to the Latest Version
Microsoft Dynamics 365
About Project
The Australian Institute of Professional Education (AIPE), a leading education provider in Australia, was rapidly growing and needed an upgrade from their legacy Microsoft Dynamics CRM 2011 to the latest Dynamics 365 version. This migration aimed to modernize and integrate day-to-day operations—including student management, sales, marketing, and support systems—into a unified, cloud-based platform accessible to internal staff and external stakeholders such as students and partners.
- Education
- Sydney, Australia
- CRM Migration from legacy to latest Dynamics 365 version
- Dynamics 365
About Client
The Australian Institute of Professional Education (AIPE) (In Liquidation) is a multi-sector tertiary, a Registered Training Organisation (RTO), and an English Language education provider in Sydney, Australia. AIPE is a Higher Education Provider (HEP) who’ve created a forward-thinking place of learning with high teacher retention and high staff morale. The courses offered by the institute are designed to give students maximum opportunities to use their knowledge in natural settings requiring ‘real’ workplace skills.
Challenges Addressed by AIPE
- Outdated Dynamics CRM 2011 lacking modern scalability, cloud capabilities, and features to handle growing student enrollments and operational complexity.
- End-of-support status leading to security risks, compliance issues, and escalating maintenance costs with no access to new updates or patches.
- Limited mobile access and real-time visibility,hindering staff efficiency and stakeholder collaboration across internal teams and external partners.
- Inability to leverage advanced analytics, automation, or seamless integration with Microsoft tools like Office 365, restricting data-driven decisions in student management and marketing.
- Heavy reliance on legacy customizations that were difficult to maintain or extend as the institution expanded.
Solutions Soluzione Provided
- CRM Platform Upgrade & Cloud Migration
Migrated from on-premises Dynamics CRM 2011 to the latest cloud-based Dynamics 365, including environment provisioning on Microsoft cloud infrastructure, security configuration, and Unified Interface modernization for enhanced usability.
- Clean Data Migration
Transferred core entities such as Leads, Contacts, Accounts, Opportunities, Cases, Students, Enrollments, and related records with precise mapping, cleansing, validation, and integrity checks to prevent data loss.
- Entity Customization & Process Alignment
Refined and extended standard entities to support education-specific workflows, including student lifecycle management, course inquiries, enrollment tracking, and stakeholder interactions.
- Integration & Accessibility Enhancements
Enabled seamless connectivity with Microsoft 365 tools, mobile access for staff and stakeholders, and foundational analytics for real-time insights into student engagement and operational performance.
- Testing & Pre-Go-Live Validation
Conducted thorough functional, integration, performance, and user acceptance testing, coupled with comprehensive staff training to ensure smooth adoption.
- Go-Live & Post-Deployment Support
Managed a phased, controlled production rollout with minimal disruption, followed by dedicated warranty support for optimization and rapid issue resolution.
Impact Delivered by Soluzione’s
- CRM Modernization:Successfully transitioned from unsupported Dynamics CRM 2011 to the latest Dynamics 365 with full data continuity and zero major operational interruptions.
- Enhanced Stakeholder Experience: Improved accessibility and responsiveness for students, partners, and internal teams through cloud-based, mobile-friendly interfaces and unified data views.
- Better Data Insights & Decision Making Gained real-time visibility and reporting capabilities to track enrollments, marketing effectiveness, and student outcomes more effectively.
- Scalable & Secure Foundation: Eliminated legacy risks with built-in Microsoft security, automatic updates, and cloud scalability to support future expansion in a growing education sector.
- Stronger Operational Alignment:Created a connected platform that integrates sales, marketing, student management, and support, boosting overall institutional agility and stakeholder satisfaction.
"Soluzione IT Services is a kind top of the line CRM development company. Their service is second to none and their expertise in Dynamics CRM and other app development is extremely high. We’ve got an amazing partnership with Soluzione and will continue it long into the future.”
John Luhr
Digital Operations Manager, AIPE
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