Enterprise CRM · Enterprise sales
ATS SalesCRM
Salesforce → Dynamics 365 migration with automated approvals.
- Client
- Acclivis Technologies and Solutions (ATS)
- Industry
- Enterprise sales
- Region
- Singapore
- Delivered
- Apr 2026
The client
Acclivis Technologies and Solutions (ATS) is a Singapore technology solutions provider that decided to consolidate its business operations on Microsoft's cloud.
The challenge
That meant moving high-volume, mission-critical sales data off Salesforce into Dynamics 365, without interrupting the business, and improving the sales process along the way.
What we built
- An ETL migration of accounts, contacts, leads and opportunities into Dataverse, with relational mapping preserved
- Business Process Flows tailored to ATS's sales cycle, from lead to contract
- A multi-level approval engine for discounts and financial approvals, built with Power Automate and custom C# plugins
- Client-side customisation to make the CRM faster for sales users
The result
- Sales moved to Dynamics 365 with data integrity verified
- Manual approval chasing replaced by automated, auditable approval gates
- One sales platform inside the Microsoft ecosystem
Screens
BMSBilling management with automated due-invoice alertsRead it
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Case study from heysheep.sg/work.