BGM TruNorth Wealth Partners needed to upgrade to Microsoft Dynamics CRM 2013, migrate their data, and be able to fully customize their system to fit their business needs.
BGM TruNorth uses the custom XRM aspects of Dynamics CRM to track important financial data such as portfolios and tax information—all of which require many customized workflows.
By upgrading to Dynamics CRM 2013, BGM TruNorth has utilized more updated features and enhanced customizability – with the intuitive user interface and business rules particularly helpful.
Our upgrade experience to 2013 with PowerObjects was amazing. Their team was specialized and understood the upgrade process—we did not get caught up in somebody’s learning curve.
- Peter Rekstad, CEO and CTO of BGM TruNorth
PowerObjects, an HCL Technologies Company is a leader in delivering Microsoft Business Applications solutions and the Dynamics 365 workloads through unparalleled offerings of service, support, education, and add-ons. Named the 2019 Microsoft Financial Services Partner of the Year and the 2019 Microsoft Dynamics 365 for Customer Service Partner of the Year, PowerObjects’ mission is to be the number one Microsoft Business Applications Provider in the world by delivering solutions that help organizations increase productivity, streamline business processes, and build better relationships.