Legacy CRM migration & integration
Migrated Dynamics CRM 4.0 through later versions with data migration, POA permission mapping, asynchronous process tuning, and integration recovery.
Read the full storyRichard Safford Group designs and delivers secure, AI-ready solutions on Power Platform, Dynamics 365, Dataverse, and Azure—helping public-sector and enterprise teams modernize faster with less risk.
From legacy CRM and Scribe/TIBCO integrations to AI-powered digital services, we turn complex environments into connected platforms your teams actually enjoy using — and make your Microsoft investment work harder.
Expertise across:
Power Platform & Dataverse Dynamics 365 Sales & Service Azure & M365 Integration Scribe / SQL / Oracle Pipelines AI, Copilot & RAG ReadinessWe help organizations modernize critical processes on the Microsoft stack—combining architecture, engineering, analytics, and adoption to deliver secure, scalable solutions that last.
Re-platform legacy CRM, Access, Oracle/SQL-backed apps, and custom .NET solutions onto Power Platform, Dataverse, Dynamics 365, and Azure.
Legacy CRM → D365GCC / GCC HighDesign, build, and govern model-driven apps, canvas apps, Power Pages portals, and Dynamics 365 workloads with strong ALM and environment strategy.
Canvas & model-drivenPower PagesConnect on-premise and cloud data with Scribe/TIBCO, SQL, Oracle, APIs, SharePoint, and Azure services; deliver analytics leadership can trust.
Scribe/TIBCOPower BIArchitect Microsoft Cloud solutions that respect regulatory constraints including GCC/GCCH, SORN-aware patterns, auditability, DLP, and Zero Trust principles.
Zero TrustGovernanceIdentify practical AI use cases, prepare data and security posture, and deliver copilots, chatbots, triage flows, and governed RAG strategies.
GenAI / CopilotRAG readinessTailored training, documentation, office hours, and coaching for admins, power users, and business leaders so solutions stick beyond go-live.
EnablementChange managementPrescriptive, time-boxed engagements that move you from planning to working software—fast.
Untangle Microsoft licensing, reduce overlap, and shift spend from redundant tools into innovation and data.
Outcome: Lower total cost of ownership and clearer platform strategy.Establish environments, security, DLP, and ALM so Power Platform can scale safely across your org.
Outcome: A governed platform instead of a wild west of apps.Rapidly deploy Dynamics 365 or model-driven case management, routing, SLAs, and dashboards.
Outcome: Standardized queues, SLAs, and reporting from day one.Assess data, security, and processes; identify AI scenarios; and launch a pilot with success metrics.
Outcome: Practical AI that is safe, compliant, and useful.Whether you have a legacy CRM farm, a complex integration, a GCC/GCCH workload, or a green-field AI initiative, we turn it into a cohesive Microsoft Cloud platform.
Permitting, licensing, donation vetting, digital intake, and case management with Power Pages, Power Apps, Dataverse, and Dynamics.
End-to-end modernization from legacy Dynamics CRM to Dynamics 365 with data migration, POA mapping, integration recovery, and coexistence.
Canvas apps and mobile-ready experiences for inspections, ticketing, logistics, inventory, and operational workflows.
Integrated data pipelines, cleansed master data, and Power BI dashboards built on SQL, Azure, Dataverse, and trusted source systems.
A snapshot of representative work across legacy modernization, federal Power Platform, integration recovery, and advanced analytics.
Migrated Dynamics CRM 4.0 through later versions with data migration, POA permission mapping, asynchronous process tuning, and integration recovery.
Read the full storyRedesigned CRM processes, reporting, and workflows to transform struggling support operations into a high-performing, measurable function.
Learn moreDelivered secure Power Platform ecosystems spanning Power Pages, model-driven apps, workflow orchestration, Dataverse security, and reporting.
Explore this storyDeveloped AI/Copilot and RAG roadmaps for semantic retrieval, document classification readiness, triage, routing, and human-in-the-loop governance.
Book advisoryExplore enriched perspectives, run a quick modernization diagnostic, copy a takeaway, or download a starter brief. Each card opens a deeper perspective with practical checklists and planning artifacts.
Find a practical, governed AI use case that supports real users instead of demo theater.
Open perspectiveClarify what SAP, Salesforce, Oracle, Microsoft, and legacy apps should own and share.
Open perspectiveScale Power Platform and automation without creating unmanaged production risk.
Open perspectiveStabilize delivery, cut through noise, and create a practical executive recovery path.
Open perspective