Strengthening Dynamics 365 Sales data and integrations

An enterprise Dynamics 365 Sales organisation extending its data integration and support model.

Growing storage needs, external data exchange and support complexity called for a coordinated review of data, integration design and application management.

• Reviewed business processes, key entities, Dataverse database usage, file storage and log storage.
• Defined retention, archival and purging recommendations, with an implementation roadmap.
• Designed Python API components for authenticated data exchange, transformations and integration testing.
• Assessed application lifecycle management, environment arrangements and support workflows; documented the support model and completed handover.

• Delivered a Dataverse storage and retention review with an implementation roadmap.
• Built the agreed authenticated API components with data mappings and integration tests.
• Documented the application support model and completed the agreed handover.