CRM Migration and Synchronization

The client is a NASDAQ-listed professional-services firm and one of the longest-running partnerships in the portfolio — a multi-year relationship that started with internal engineering services and expanded into a delivery channel serving the partner's external clients across consumer goods, industrial manufacturing, and professional-services markets. The partnership has placed thirty-plus engineers inside the staffing firm's own teams and more than 180 across the partner's external client work, with thirteen distinct projects.

The staffing firm had outgrown its legacy the legacy CRM and applicant-tracking environment but needed to migrate to Microsoft Dynamics without abandoning the legacy CRM workflows still serving specific processes. The right architectural posture was a phased migration with bidirectional real-time sync between the two systems during the overlap period — one of the more operationally demanding integration patterns.

Taller migrated the recruitment data from the legacy CRM to MS Dynamics and built the bidirectional sync on Azure Event Hub, Functions, Logic Apps, Service Bus, and WebJobs, plus an integration database holding the identity-mapping discipline that keeps both sides consistent. Bidirectional sync between two CRMs is demanding precisely because the conflict resolution rules are not obvious. Each side's local edits have to be propagated to the other, but the same record can be edited in both systems within the same sync window, and the resolution logic has to favor the right side based on the field and the workflow. The integration database is the artifact that makes the identity mapping durable.

Taller's migration produced fifty-percent faster data processing across the recruiting estate and a 150-percent increase in data volume that the platform can handle.

CRM migrations at this scale either compound legacy debt or convert it into operational headroom. The phased approach with bidirectional sync is the architectural posture that lets the migration earn its outcome without sacrificing the legacy workflows the business still depends on.