MS Dynamics CRM Data Migration

Switch CRM Platforms with Confidence and Data Security

MS Dynamics CRM Data Migration

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Why Should you migrate to mS dynamics?

Intuitive UI

The familiar and intuitive and efficient user interface is one of the major reasons for successful user adoption of Microsoft Dynamics. And with dozens of effective ways at the user’s disposal to improve the platform’s UX by streamlining and customizing, Microsoft Dynamics 365 can be transformed into a powerful asset. With certain best practices, it is sure to deliver a compelling end-user experience.

Process-driven Sales Module

The Sales module of MS Dynamics 365 is responsible for comprehensive management of sales workflows by way of the process-driven user interface that simplifies lead qualification and helps accelerate smooth and successful conversion of leads to customer accounts. The opportunity management area is also a big plus for the sales team.

Project Service Tools

Project-based businesses get to improve their productivity with tools like resource scheduling, project planning, service analytics, and time and expense management. Equipped with better performance insights businesses can work smarter and draw further advantage as this module can very much be integrated with Microsoft Project.

Supported CRM Modules for migration

  • ACCOUNTS
  • ATTACHMENTS
  • CALLS
  • CAMPAIGNS
  • CASES
  • COMMENT
  • CONTACTS
  • EMAIL
  • EVENTS
  • INVOICE
  • INVOICEITEM
  • LEADS
  • MEETINGS
  • ANNOTATIONS
  • OPPORTUNITIES
  • ORDER
  • ORDERITEM
  • POSTS
  • PRICEBOOK
  • PRODUCTS
  • PROJECT
  • QUOTES
  • QUOTEITEMS
  • TASKS
  • USERS

Migrate Data From Major CRMs

Our MS Dynamics CRM migration services ensure a smooth platform change and successful CRM data conversion from legacy systems or any major CRM software. ADVANZ101’S MS Dynamics CRM migration experts with years of data migration experience migrate your data to MS Dynamics in a highly structured format, allowing you to focus attention on running your enterprise while the process’ intricacies are taken care of.

Salesforce to MS Dynamics

We keep data cleansing and conversion, customization and reporting, and application configuration as the three critical areas to consider when switching from Salesforce to Microsoft Dynamics. Our CRM specialists test the data conversion process several times to check the functionality of the conversion process and whether the data has been imported correctly or not. We let you review a subset of data after each conversion batch to help identify any conversion glitches.

Migrate Data from Salesforce to Dynamics

  • Accounts
  • Account Parents
  • Contacts
  • Products
  • Price
  • Price Lists
  • Attachments
  • Opportunities
  • Leads
  • Cases
  • Notes
  • Tasks
  • Meetings
  • Calls
  • Emails

ZOHO CRM to MS Dynamics

We can easily move your ZOHO CRM data to Microsoft Dynamics irrespective of it being on-premise or in the cloud, either way the intuitive and easy to use MS Dynamics allows data migration experts to move custom fields, legacy data or attachment fields seamlessly. Our team not only provides support but also offers product personalization to make the CRM migration a success.

Supported Modules for Zoho to MS Dynamics Move/Migration

  • Accounts
  • Account Parents
  • Contacts
  • Opportunities
  • Leads
  • Tasks
  • Meetings
  • Calls
  • Notes and other modules

SuiteCRM to MS Dynamics

We make use of the best Extraction, Transformation, and Loading (ETL) tools to ensure a smooth, swift, and secure CRM data migration for our clients. Our MS Dynamics experts see to it that the data extracted data is accurately mapped onto the destination CRM while adhering to the highest standards of data security. We have migrated data to MS Dynamics from various popular platforms.

Supported Modules for SuiteCRM to MS Dynamics Move/Migration

  • Accounts
  • Account Parents
  • Contacts
  • Products
  • Prices
  • Opportunities
  • Leads
  • Cases
  • Tasks
  • Meetings
  • Calls
  • Emails
  • Notes

Migrate data from other CRMs

Migrating data from PipeDrive, Highrise, Insightly or Hubspot to MS Dynamics or any CRM platform undergoes the following steps at ADVANZ101.

Our Microsoft Dynamics specialists check each and every file for data accuracy upon completion of the import process apart from adhering to necessary protocols.

CRM Migration with a seasoned team and the best ETL Tools

Moving to Dynamics 365 Now Easy & Secure

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