405 W Superior St, Ste 707 Chicago, IL 60654
Migrating Microsoft Dynamics CRM or Legacy CRM to Dynamics 365 In The Cloud
Enable Cost Savings and Business Benefits Dynamics 365 Migration Services
Enhance your business with seamless migration
- Reduced costs and enhanced capabilities.
- Streamlined IT administration.
- Improved user experience and productivity.
- Boosted scalability and flexibility.
Use Cases
Alumni Engagement
Enquiry Management
Reporting and analytics
Universities
K12
Business Schools
Nonprofits for Education
Gain flexibility by:
- Quickly scaling users and modules to adapt to business changes.
- Easily adopting other Dynamics 365 applications such as Field Service, Finance and Operations, and Retail.
- Enhancing capabilities and data within Dynamics by adopting other Microsoft offerings like AI for Sales, Power BI, and PowerApps.
- Leveraging AI and machine learning, along with vast cloud data, to enhance decision-making and achieve better business outcomes.
- Integrating seamlessly with Office 365 offerings such as Outlook, SharePoint, OneDrive, and Teams.
- Deploying Microsoft’s latest Dynamics 365 features immediately upon launch, without waiting for on-premises versions.
- Browsing and implementing prepackaged applications from independent software vendors through Microsoft AppSource to enhance the Dynamics 365 environment quickly and easily.
- Engaging with partners such as systems integrators, managed services providers, and independent software vendors who are now more accessible.
Our Dynamics 365 Migration and Upgrade Services
Our Dynamics 365 Migration and Upgrade Services encompass a comprehensive suite of offerings designed to address every aspect of the migration and upgrade process, ensuring that your organization can leverage the full potential of Dynamics 365.
Assessment and Planning
Data Migration
Customization and Configuration
Testing and Validation
Training and Support
Upgrade Services
On-premises to Cloud Upgrade
Project Management
Integration Services
Deployment Options
There are three deployment options available for CRM with Dynamics 365:
| Deployment Option | Description |
|---|---|
| Dynamics 365 Online | Similar to Legacy CRM deployment. You can access CRM data from anywhere using any device with an internet connection. |
| Dynamics 365 On-Premises | CRM system is installed on your own servers within your data center. Provides direct access to data for integration, reporting, and customization. |
| Dynamics 365 in a Private Cloud | CRM solution hosted in Partner’s private data center. Eliminates infrastructure management while retaining direct access to data for integration, reporting, and customization. |
Dynamics 365 Migration Benefits
Migrating to the cloud unlocks future opportunities for organizations to scale, change strategies, or explore new business ventures. Companies gain immediate access to the latest Dynamics 365 features, avoiding delays typical of on-premises versions. The subscription model allows for rapid scaling of users, addition of Dynamics modules, and integration with other Microsoft solutions (such as Office 365) or ISV offerings.
-
Boost seller productivity
Global CRM accessibility, enhanced data collection, reminders, and sync increase mobile productivity and reduce data entry time. -
Increase seller effectiveness
Better use of data, reminders, personalization, and reusability improves service quality and sales performance. -
Boost customer service agent productivity
New UX and enriched data enable agents to deliver superior service more efficiently.
-
Improve sales manager productivity
Consolidated data, dashboards, and automated reporting streamline performance monitoring and leadership updates. -
Improve customer service manager productivity
Mobile access and improved system tracking and automation reduce the need for after-hours or weekend work.
Our Dynamics 365 Cloud Migration Services
Dynamics CRM Consulting specializes in seamless CRM migration services, helping businesses transition to Microsoft Dynamics 365 with ease. Our team of Certified Microsoft Developers ensures a smooth migration process, and offer tailored solutions to enhance your business operations, improve data management, and provide actionable insights, empowering your organization to achieve its full potential
- Assessing the current state and maturity of sales, pricing, and contracting processes.
- Simplifying the global product/services portfolio with localization support
- Designing and implementing a multi-currency and multi-jurisdictional pricing system
- Defining sales credits and commissions
- Integrating services, third-party apps to enable automation and digitization
Lead Management
Account & Contact Management
Intermediary Management
Opportunity Management
Sales Campaign Management
Case Management
Data Migration
Integrated Product
Portals Management
Pricing and Quote Management
Intuitive & user friendly
Integration with third party apps
Expand your CRM Functionality
Switching from Legacy to CRM for Dynamics 365 involves migrating contacts, data, and replicating current CRM functionality. It presents an opportunity to enhance CRM capabilities, better serving both you and your customers. However, expanding functionality during migration will impact timelines and increase project complexity. Consider whether to implement new features now or execute a straightforward migration first. Ultimately, the decision should align with your company’s needs and workforce readiness.
Portal Migration
If you currently use a customer or web portal, replicating it in CRM for Microsoft Dynamics 365 is essential. Dynamics 365 Portals offer a centralized access point for dynamic CRM information, mirroring functionality and external user access like your current portal in Salesforce. Transitioning to Dynamics 365 also allows customization using .NET libraries, Silverlight, HTML files, and more. Dynamics CRM Consulting can provide custom Dynamics 365 Portal development if needed.
Seamless CRM Data Migration
Ready to elevate your business with a new CRM system? Start your CRM data migration journey with us:
- Assessing Your Data: Collaborate with your SMEs to map and document your current data structures.
- Cleaning Up Your Data: Eliminate duplicates and outdated information to ensure a smooth migration.
- Prioritizing Critical Data: Focus on essential data that impacts your business operations and customer interactions.
Integration With Existing and External Systems
Microsoft Dynamics 365 offers robust integration capabilities, enabling seamless connectivity with your existing business systems. Here’s how:
- Native Connectors: Dynamics 365 provides built-in connectors for popular services and applications, such as Office 365, SharePoint, Outlook, and Teams, facilitating easy and quick integration.
- Power Platform: Utilize Power Automate (formerly Microsoft Flow) to create automated workflows that connect Dynamics 365 with various apps and services. PowerApps can help build custom applications tailored to your specific needs.
- API Integrations: Dynamics 365 supports RESTful APIs, allowing for custom integrations with virtually any external system. You can use these APIs to exchange data between Dynamics 365 and other software applications.
- Data Integration Tools: Employ Azure Data Factory, SQL Server Integration Services (SSIS), or third-party data integration tools like Informatica and Scribe to manage complex data integrations and migrations.
- Common Data Service (CDS): Leverage the CDS to store and manage data used by business applications. The CDS allows data to be integrated from multiple sources into a single, standardized format.
- AppSource: Explore AppSource for pre-built integration solutions and add-ons designed to extend Dynamics 365 functionality and streamline the integration process.
- Custom Development: For unique business requirements, develop custom plugins, workflows, and scripts to enable specific integrations and functionalities within Dynamics 365.
Contact our team to explore the best integration strategy tailored to your needs.
Engage your team and ensure a smooth Dynamics 365 Migration.
Dynamics CRM consulting can significantly enhance your business’s transition to Microsoft Dynamics 365 by providing expert guidance and support throughout the migration process. Our Consultants offer tailored solutions to optimize workflows, ensure data integrity, and integrate existing systems seamlessly. They facilitate comprehensive training and support, ensuring your team is well-prepared to leverage the new CRM’s capabilities. By addressing specific business needs and challenges, Dynamics CRM consultants help maximize the return on investment and ensure a smooth, efficient, and successful CRM implementation.
Let’s connect and discuss your CRM data migration questions.
INDIANA: 201 N Illinois Street, 16th Floor South Tower Indianapolis, IN 46204
ILLINOIS: 405 W Superior St, Ste 707 Chicago, IL 60654
Dynamics CRM Consulting is a
subsidiary
