Case Study: Dynamics 365 CRM for Financial Services
How CrediEdge Transformed Their Client Management by Migrating 250,000+ Records and Automating Emails in 30 Days
| Client | CrediEdge |
| Location | Dubai, UAE |
| Industry | Financial Services |
| Engagement Type | Fixed-Cost Project |
| Duration | 30 Days |
| Services | Dynamics 365 CRM Data Migration, Email Workflow Automation, Client Segmentation |
The Challenge
CrediEdge, a fast-scaling financial services provider in Dubai, faced two major challenges:
With 250,000+ client records to migrate and increasing pressure from the sales and support teams, they needed a clean, scalable CRM setup — fast.
Outdated legacy CRM with scattered client data across Excel sheets, old tools, and multiple systems
No automation for client communications, leading to missed follow-ups and inconsistent engagemen
Our Solution: Full Data Migration + Workflow Automation in One Month
Our offshore Dynamics 365 CRM team worked closely with CrediEdge to deliver an end-to-end CRM transformation, tailored for the finance industry.
Data Migration & Cleansing
1. Consolidated 250,000+ records from legacy systems, spreadsheets, and CRMs
2. Removed duplicates, normalized fields, and validated email/phone entries
3. Imported clean, structured data into Dynamics 365 Sales
Email Workflow Automation
1. Created multiple automated email journeys based on client status: New Lead, Active Client, Dormant, and High-Value
2. Triggered emails for onboarding, document requests, payment reminders, and follow-ups
3. Setup condition-based delays, time windows, and exit triggers for precision targeting
Role-Based Dashboards & Alerts
1. Built dashboards for Sales, Operations, and Support to track activity and client lifecycle
2. Setup alerts for upcoming renewals, inactive clients, and missing documents
The Results
In just 30 days, CrediEdge was running on a modern, automated CRM with measurable business impact:
250,000+ Records Migrated
Zero downtime. All historical client data now in one place with clean, structured access.
Automated Email Workflows Live
No more missed reminders or manual follow-ups. Over 20% increase in timely client responses.
Improved Sales Productivity
Sales team saved 10+ hours/week with automation taking over repetitive communication.
Full Visibility Across Teams
Real-time dashboards helped managers track activity and client engagement at a glance.