The customer
The Royal College of Veterinary Surgeons (RCVS) is the regulatory body for veterinary surgeons and veterinary nurses in the UK, supporting professional standards, learning and continuing professional development across the veterinary profession.
The challenge
RCVS was replacing its legacy CRM with a new Microsoft Dynamics 365 platform while continuing to deliver learning and CPD services through Moodle.
Outcome required
- Ensure continuity of learning access, enrolments and CPD history during the transition from the legacy system to Dynamics 365
- Replace an ageing proprietary middleware integration with a modern, secure and maintainable integration architecture
- Improve the connection between member data, learning activity and CPD records to support a more joined-up member experience
- Reduce manual administration and create a scalable foundation for future personalisation, reporting and member engagement
Our approach
GetSavi’s integration and learning technology specialists:
- Designed and delivered a secure API-driven integration between Moodle and Microsoft Dynamics 365
- Implemented synchronisation of learner identity, membership status, enrolments and course completion activity
- Ensured Moodle access and entitlements accurately reflected CRM membership data and lifecycle changes
- Supported a phased, low-risk transition approach aligned to the wider CRM go-live programme
- Delivered technical documentation, testing support and handover processes to support long-term sustainability and internal ownership
The results
A production-ready Moodle and Dynamics 365 integration supporting continuity of CPD and learning services
Improved alignment between CRM records, learning activity and member engagement data
Reduced dependency on manual administration and legacy middleware processes
Established a scalable integration foundation to support future CPD reporting, analytics and personalised member experiences
Enabled RCVS to better reflect the full value of member learning and professional development activity within the wider member relationship
