Case study · Fintech · Dynamics 365
United Kingdom
Restoring stability and modernising a business-critical CRM
Privalgo’s Microsoft Dynamics 365 environment had grown complex, fragile and hard to maintain. We audited it, cleaned it up, fixed what was breaking in production and gave the team a structured foundation to keep building on.
The challenge
A CRM the business depends on, and nobody wants to touch
Years of customisations had left Privalgo’s Dynamics 365 environment harder to change with every release.
Legacy code
.NET Framework 4.8 components and custom logic needed review, maintenance and a modernisation assessment.
CRM complexity
Accumulated customisations, plugins and solution components made every change more expensive.
Production stability
Application failures and operational issues needed fast investigation and recovery.
Data quality
Duplicate records and inconsistent CRM data reduced trust in the system.
Integration reliability
Automations and integrations needed auditing, fixing and ongoing maintenance.
Environment drift
Differences between UAT and Production made testing and deployments risky.
Our approach
From audit to a platform the team can trust
We worked through the environment step by step, keeping the business running the whole time.
- 01
Technical audit
The CRM environment, customisations, plugins, automation flows and integration dependencies.
- 02
CRM remediation
Cleaning up solution components, fixing plugins and removing unnecessary complexity.
- 03
Application engineering
CRM functionality built and maintained in C#, .NET and JavaScript.
- 04
Azure integration
Azure Logic Apps and CRM integrations, including an unsubscribe automation.
- 05
Process automation
Power Automate flows reviewed, issues investigated and processes kept running.
- 06
Data quality
Duplicate detection and duplicate-checking functionality.
- 07
Production support
Incidents investigated, failures fixed and releases supported.
What we delivered
Less complexity, fewer surprises in production
Solution clean-up
159 unmanaged solution components consolidated into 7 managed components.
Plugin remediation
Dynamics 365 plugins and custom functionality reviewed, corrected and maintained.
Azure Logic Apps
CRM integrations and an unsubscribe automation.
Power Automate audit
Existing flows reviewed and issues flagged for remediation.
Duplicate checker
Duplicate detection and related data-quality processes.
Production recovery
Critical CRM incidents investigated and resolved.
Environment coordination
Consistency and change management across UAT and Production.
Application maintenance
Improvements across .NET and JavaScript components.
Technology
Outcomes
A structured foundation for ongoing development
Reduced complexity
Solution components cleaned up and restructured.
Easier to maintain
Plugins, customisations and supporting code remediated.
Stable production
Critical CRM failures investigated and recovered.
Verified on Clutch
What other clients say
Verified reviews from other companies we work with.
“Communication with Appstronauts was so transparent that we really felt like they were part of our team.”
Verified review on Clutch · 5.0 · Finance app development
“We are impressed by their approach, professionalism, confidence, and agility.”
Verified review on Clutch · 5.0 · Staff augmentation · since 2020
Let’s talk
Is your Dynamics 365 harder to change than it should be?
Book 30 minutes with me. Tell me how your environment looks today, and I’ll tell you honestly what we would fix first.
or email radek@appstronauts.co