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Taking over operation and support of a Dynamics 365 solution

This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.

Project duration: 1 year, 4 months

Brief description

PTA GmbH is taking over the ongoing support and operations of an existing Microsoft Dynamics 365 Customer Service system for an energy company. The project involves the controlled transfer of the existing system from the previous service provider to PTA GmbH, including all associated technical and organizational operational processes. The system being transferred is part of a complex application landscape and is connected to an SAP back-end system via a sophisticated integration path. The technical connection utilizes Azure Functions and a queue-based communication architecture. This results in increased demands on the technical transition, particularly regarding interface understanding, error analysis, monitoring, and operational stability.

Supplement

The system handover will take place during a multi-day transition phase, including several technical and functional coordination meetings between the previous service provider, the client, and PTA GmbH. During this phase, relevant information regarding the system architecture, existing support and operational processes, integration mechanisms, known issues, and administrative and organizational frameworks will be shared and agreed upon. The goal is a complete and transparent knowledge transfer, ensuring a smooth transition to regular operations. Following the transition, PTA GmbH will be responsible for the support and operation of the solution. This includes, in particular, handling incidents and service requests, technical analysis and troubleshooting, providing support for operational questions, and ensuring the functionality of the Microsoft Dynamics 365 Customer Service System.

Subject description

As part of this project, PTA GmbH is taking over an existing Microsoft Dynamics 365 Customer Service system for an energy company. The goal is a structured takeover of the existing solution from the previous service provider and the subsequent provision of support, operation, and license provisioning. The solution supports key customer service processes, particularly the processing and management of service requests and the documentation of customer interactions. The system is integrated into an existing IT landscape and connected to an SAP back-end system via an interface. This integration facilitates the exchange of relevant business data to support customer service processes. The takeover will take place during a multi-day transition phase with several coordination meetings between the previous service provider, the client, and PTA GmbH.

IT project data

Project period01.02.2024 - 30.05.2025

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Dr. Andreas Schneider, grauhaariger Mann mit Brille

Dr. Andreas Schneider

Head of Energy

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