Scaling consulting services delivery with Power Platform

App implementation

Integration

After delivering the core part of the solution, for one of the customer’s clients Itransition’s team integrated the app with Dynamics 365, using standard connectors and native capabilities, without any customizations to the core system. This became our customer’s reusable, out-of-the-box offering for their clients with Dynamics 365 that could be deployed through configuration alone, reducing implementation time, cost, and complexity.

Then the team moved to integrating the app with the infrastructure of the customer’s end client, who used SugarCRM for their operations.

We conducted detailed interviews with the client to clarify their technical environment: the number of CRM systems in use, the nature and structure of the data to be transferred, field mappings, and infrastructure requirements for deployment on their side. Simultaneously, we continued to build the integration logic.

Our team established seamless data exchange between our application and SugarCRM, enabling the synchronization of client records, opportunities, contacts, and the analytical results generated by the extension itself.

Itransition also implemented quite a few customizations and new features that were requested by the client:

• Simplified Access Model. To make the system more intuitive for end users and reduce administrative complexity, we replicated the client’s complex access and permissions system in a more simplified form
• Granular Security Framework. To meet the client’s strict security requirements, we built a separate security model that evolved from a simple, uniform, team-based access approach with full editing rights into a more structured and granular framework. Key enhancements included geographic (GEO) grouping for contacts, restricting visibility so that users can only access contacts within their assigned regions, the introduction of new roles, like a Read-Only role, and access inheritance rules, ensuring that visibility of opportunities implicitly grants visibility to the associated accounts. The model was further aligned with a three-level account hierarchy
• UI related customizations. To ensure users can easily access required information, refinement of application behavior in handling unsaved changes and navigation our team made adjustments to field visibility, layout, and order. Additional features, such full history tracking for comments with role-based access and custom branding, increased transparency, collaboration, and alignment with the customer’s identity
• Print-ready reports. To improve accessibility of insights, we added a generation of the reports’ print versions from Power BI, so that the data from the app could be sent to the e-mail in PDF or pptx format