Post-MVP modernisation
The MVP provided the foundation for further modernisation and automation of various areas of the system, enabling Chorus and Dorothy House to work together to iteratively add new functionality over time.
For example, Dorothy House required functionality to manage and view legacies in Dynamics 365, so they worked with Chorus to build a custom legacies feature into the system, enabling Dorothy House to replace the use of spreadsheets.
Integrations were also required with other services, such as Committed Giving for donations and Enthuse for event tracking. Chorus created these integrations, enabling them to access and manage all the events, payments and contacts in Dynamics 365, using the Evo 365 framework.
To add further value for their users, Chorus integrated the system with Microsoft 365 apps. This included Outlook and Teams integrations so that employees can use emails and calls with Dynamics 365, including Teams dialling.
Chorus also performed a large migration of data from the old system, which used an on-premises database and SQL table, into SharePoint Online, where it is linked to the contact records in Dynamics. Now Dorothy House can use both Dynamics and SharePoint to manage their data, and benefit from the security and data protection & governance features of Microsoft 365.
“Right from the start, we knew we had ambitious timescales to deliver a lot of functionality in our new CRM. At every step of the way, Chorus kept us on task. As a result, we were able to deliver our new CRM as early as possible, and have continued to add more and more capability in incremental deliveries since then. We wouldn’t have been able to do this without Chorus.”
James Finbow, Digital Transformation Project Manager at Dorothy House