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Techdio has been our indispensable partner for several years, playing a pivotal role in our Dynamics 365 project. Their team, displaying consistent excellence, has adeptly assisted us with a diverse range of Dynamics 365 tasks. This includes intricate customizations, seamless integrations, and notably, a comprehensive data migration from Dynamics 365 Onpremise to Online. The migration process, skillfully executed using their Migr8 tool, was delivered as a fixed-price project, aligning perfectly with our financial planning. Impressively, all our changes and requirements were addressed promptly and thoroughly, showcasing their dedication to customer satisfaction. The communication and collaboration with Techdio have always been exceptionally smooth and productive. Their high level of competence is evident; they not only possess deep technological expertise but also a profound understanding of business dynamics. This combination makes them a valuable asset in any project. In conclusion, Techdio’s professionalism, expertise, and customer-centric approach have greatly contributed to the success of our Dynamics 365 initiatives. I wholeheartedly give them my highest recommendations, confident in their ability to deliver outstanding results.

Novo Nordisk Pharmatech has been using Microsoft Dynamics 365 On-premise for several years. Over time, as the business evolved and the need for greater flexibility and scalability increased, the company decided to transition to Dynamics 365 Online. Although the original implementation was carried out by another vendor, Novo Nordisk Pharmatech chose Techdio to handle the migration due to their expertise and proven track record in CRM solutions. To ensure a seamless transition with minimal disruption, Techdio utilized Migr8, their specialized migration tool, to perform a 1:1 data migration into Dynamics 365 Online. Migr8 allowed for a structured and efficient migration process, ensuring that all historical data, configurations, and integrations were accurately transferred while maintaining data integrity. Vanessa Leon, International Marketing & CRM Manager, shares her experience: "We chose Techdio because they were extremely service-minded and always ready to go the extra mile. Their team was quick to respond to our queries and took ownership of every task until it was fully resolved. We felt confident throughout the migration process, knowing that Techdio had both the technical expertise and a deep understanding of our business needs. Their experience in both On-premise and Online Dynamics 365 solutions was a huge advantage, allowing them to anticipate challenges and provide proactive solutions. Thanks to their structured approach and the power of Migr8, we successfully transitioned to the cloud without data loss or operational downtime. I can highly recommend Techdio to other businesses looking for a reliable, experienced, and technically strong CRM migration partner."

With new management came new strict data requirements that needed to be configured on all sales entities. It needed to be visually presented for users and at the same time measured via dashboards and Power BI. Before implementing data quality rules customer had to clean up a large number of duplicated records across the whole system and at the same time prevent future duplicates from reoccurring. Today, Dynamics 365 lacks built-in options to implement specific business data requirements in a visually appealing way that can also be reported back to management. However, with the Data Quality App, 3 was able to create custom rules for multiple entities and apply them to dashboards and Power BI and their marketing flow. This allowed users to receive warnings and prompted them to meet business criteria before saving or editing their records. This feature proved to be critical in the pursuit of better data quality. "Our ultimate goal was to ensure that our data met business requirements, and having data without duplicates was an added bonus. The Data Quality App helped us achieve both these objectives. We were able to create advanced data quality rules that we couldn't before, and as a result, we saw significant improvements in our sales and marketing efforts. The app was instrumental in our journey to achieve better data quality. We highly recommend it to anyone looking to optimize their data quality and improve their business outcomes."

Techdio offers a fixed price Migration service which helps customers Migrate all their data and customizations to the Cloud. In Martin Krohn words: “The migration service offered from our CRM partner Techdio was spot on and was easy to say yes to” Looking isolated to the migration process, data (Delta 1) and the customization was migrated within 4 weeks (Database size appx 50GB). “The engaged team managed the task in satisfying way. We had some minor issues with updating Outlook Clients which was solved quickly (and essentially not part of the offered Migr8 service). Reflecting, if you are using Microsoft CRM OnPremise and you want to Migrate to CRM Online in an effortless way, I can hereby give my best recommendations for the work team Techdio completed in relation to our Migration project.