Federal government · Grants management

One Dynamics 365 platform in place of several CRMs

Several on-premise CRMs and a bespoke customer portal consolidated onto one Dynamics 365 platform, connected through Azure Service Bus and Logic Apps, and taken through to Authority to Operate.

Context

A federal department ran its grant programs across several on-premise CRMs and a bespoke .NET customer portal.

The problem

Data was split across systems, processes were duplicated, and the portal was hard to change.

What we did

  • Worked with the department's architecture team to select Azure Service Bus, Logic Apps, Event Hubs and Power Platform
  • Proved the design with a proof of concept
  • Consolidated the CRMs onto Dynamics 365 and integrated the portal through Logic Apps
  • Produced the architecture, security and integration documentation needed for Authority to Operate
Dynamics 365 publishes changes to an Azure Service Bus topic; Azure Functions process them and call line-of-business systems; a portal reaches the same logic through API Management; Application Insights traces every step
The integration pattern used, simplified. Not the client's actual architecture.

Outcome

One platform for grant management, delivered on schedule, with monitored integrations.