CRM Migration and Synchronization

A NASDAQ-listed staffing and professional-services firm engaged Taller to migrate its recruitment data to Microsoft Dynamics and maintain consistency across both systems during the transition.

The client had outgrown its legacy CRM and applicant-tracking system but needed to migrate without abandoning the workflows still serving certain processes. The right approach was a phased migration with real-time, bidirectional sync between the two systems during the transition, one of the more operationally demanding integration patterns. The client engaged Taller to carry out the migration and build the sync that kept both systems consistent while they ran in parallel.

Taller migrated the recruitment data from the legacy CRM to Microsoft Dynamics and built the sync that kept both systems consistent, using Azure Event Hub, Functions, Logic Apps, Service Bus, and WebJobs. The core challenge was conflict resolution: the same record could be edited in both systems within a single sync window, and the logic had to know which side’s version won based on the field and the workflow context. An integration database held the identity-mapping rules that made those decisions durable throughout.