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Legacy Customer Relationship Management (CRM) systems often rely on tightly coupled, rule-based workflows that inhibit scalability, agility, and intelligent automation. This paper proposes a Unified Migration Framework (UMF) for systematically modernizing legacy CRM workflows using low-code platforms, with Microsoft Power Platform used as the reference implementation. The framework decomposes monolithic CRM workflows into modular, event-driven components aligned with contemporary enterprise architecture principles. The proposed approach is evaluated using empirical observations from multi-industry CRM modernization initiatives spanning healthcare, financial services, and public-sector environments. Results indicate measurable improvements in workflow deployment time, operational reliability, and user adoption following migration. The paper further discusses governance, scalability, and automation considerations relevant to enterprise-scale CRM modernization. These findings position UMF as a repeatable architectural approach for organizations transitioning from legacy CRM workflows toward modular, low-code automation platforms.
Keywords:
CRM modernisation, Microsoft Power Platform, Power Automate, legacy workflow migration, low-code development, Dataverse, workflow orchestration, AI Builder, Dynamics 365, enterprise automation, Centre of Excellence (CoE), customer relationship management.
Cite Article:
"A Unified Migration Framework for Legacy CRM Workflow Modernisation Using Power Platform", International Journal for Research Trends and Innovation (www.ijrti.org), ISSN:2456-3315, Vol.11, Issue 4, page no.a40-a46, April-2026, Available :http://www.ijrti.org/papers/IJRTI2604006.pdf
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ISSN:
2456-3315 | IMPACT FACTOR: 8.14 Calculated By Google Scholar| ESTD YEAR: 2016
An International Scholarly Open Access Journal, Peer-Reviewed, Refereed Journal Impact Factor 8.14 Calculate by Google Scholar and Semantic Scholar | AI-Powered Research Tool, Multidisciplinary, Monthly, Multilanguage Journal Indexing in All Major Database & Metadata, Citation Generator